Alpine Investment Management Ltd Top Holdings and 13F Report (2025) About Alpine Investment Management LtdInvestment ActivityAlpine Investment Management Ltd has $331.46 million in total holdings as of June 30, 2025.Alpine Investment Management Ltd owns shares of 8 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 73.19% of the portfolio was purchased this quarter.About 109.34% of the portfolio was sold this quarter.This quarter, Alpine Investment Management Ltd has purchased 10 new stocks and bought additional shares in 0 stocks.Alpine Investment Management Ltd sold shares of 3 stocks and completely divested from 7 stocks this quarter.Largest Holdings PDD $94,194,000MICRON TECHNOLOGY INC $61,625,000Full Truck Alliance $54,302,829JOYY $46,539,529PDD HOLDINGS INC $35,061,100 Largest New Holdings this Quarter 722304102 - PDD $94,194,000 Holding595112903 - MICRON TECHNOLOGY INC $61,625,000 Holding35969L108 - Full Truck Alliance $54,302,829 Holding29355A957 - ENPHASE ENERGY INC $25,772,500 Holding243537107 - Deckers Outdoor $6,699,550 Holding Largest Purchases this Quarter PDD 900,000 shares (about $94.19M)MICRON TECHNOLOGY INC 5,000 shares (about $61.63M)Full Truck Alliance 4,598,038 shares (about $54.30M)ENPHASE ENERGY INC 6,500 shares (about $25.77M)Deckers Outdoor 65,000 shares (about $6.70M) Largest Sales this Quarter PDD HOLDINGS INC 7,650 shares (about $80.06M)Ermenegildo Zegna 525,716 shares (about $4.49M)JOYY 85,847 shares (about $4.37M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlpine Investment Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPDDPDD$94,194,000$94,194,000 ▲New Holding900,00028.4%Retail/WholesaleMICRON TECHNOLOGY INC$61,625,000$61,625,000 ▲New Holding5,00018.6%CALLYMMFull Truck Alliance$54,302,829$54,302,829 ▲New Holding4,598,03816.4%Business ServicesYYJOYY$46,539,529$4,370,471 ▼-8.6%914,15314.0%Computer and TechnologyPDD HOLDINGS INC$35,061,100$80,064,900 ▼-69.5%3,35010.6%CALLENPHASE ENERGY INC$25,772,500$25,772,500 ▲New Holding6,5007.8%PUTZGNErmenegildo Zegna$7,267,500$4,494,872 ▼-38.2%850,0002.2%Retail/WholesaleDECKDeckers Outdoor$6,699,550$6,699,550 ▲New Holding65,0002.0%Retail/WholesaleTAIWAN SEMICONDUCTOR MFG LTD$0$157,700,000 ▼-100.0%00.0%CALLTSMTaiwan Semiconductor Manufacturing$0$45,650,000 ▼-100.0%00.0%Computer and TechnologyALIBABA GROUP HLDG LTD$0$26,446,000 ▼-100.0%00.0%CALLMICROSTRATEGY INC$0$17,296,200 ▼-100.0%00.0%PUTTAIWAN SEMICONDUCTOR MFG LTD$0$16,600,000 ▼-100.0%00.0%PUTMOMOHello Group$0$9,788,072 ▼-100.0%00.0%Computer and TechnologyWBWeibo$0$25,332 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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