Institutional Fund
Alpine Investment Management Ltd
Hong Kong, Hong KongCIK 19646315 filings on record
Portfolio Value
$205.89M
Q1 2026
Holdings
10
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-7.5%
from $222.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Full Truck Alliance Co Ltd44.5%
- Alibaba Group Hldg Ltd31.9%
- Lufax Holding Ltd11.3%
- Pdd Holdings Inc4.7%
- Joyy Inc1.9%
- Meta Platforms Inc1.8%
- Other4.0%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Full Truck Alliance Co Ltd | 11.05M | $91.72M | 44.5% | +3.61M | Added |
| 2 | Alibaba Group Hldg Ltd | 523.3K | $65.65M | 31.9% | +384.5K | Added |
| 3 | Lufax Holding Ltd | 12.40M | $23.20M | 11.3% | +4.30M | Added |
| 4 | Pdd Holdings Inc | 94.3K | $9.64M | 4.7% | −211.9K | Reduced |
| 5 | Joyy Inc | 65.5K | $3.83M | 1.9% | −430.8K | Reduced |
| 6 | Meta Platforms Inc | 6.4K | $3.67M | 1.8% | +6.4K | New |
| 7 | Nvidia Corporation | 20.5K | $3.58M | 1.7% | −144.9K | Reduced |
| 8 | Micron Technology Inc | 7.7K | $2.60M | 1.3% | +7.7K | New |
| 9 | Hello Group Inc | 233.2K | $1.34M | 0.7% | +233.2K | New |
| 10 | Lumentum Hldgs Inc | 950 | $667.6K | 0.3% | +950 | New |