Alpine Investment Management Ltd Top Holdings and 13F Report (2025) About Alpine Investment Management LtdInvestment ActivityAlpine Investment Management Ltd has $455.85 million in total holdings as of March 31, 2025.Alpine Investment Management Ltd owns shares of 10 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 51.52% of the portfolio was purchased this quarter.About 35.17% of the portfolio was sold this quarter.This quarter, Alpine Investment Management Ltd has purchased 14 new stocks and bought additional shares in 5 stocks.Alpine Investment Management Ltd sold shares of 2 stocks and completely divested from 7 stocks this quarter.Largest Holdings TAIWAN SEMICONDUCTOR MFG LTD $157,700,000PDD HOLDINGS INC $130,185,000Taiwan Semiconductor Manufacturing $45,650,000JOYY $41,980,000ALIBABA GROUP HLDG LTD $26,446,000 Largest New Holdings this Quarter 46591M109 - JOYY $41,980,000 Holding874039950 - TAIWAN SEMICONDUCTOR MFG LTD $16,600,000 Holding948596101 - Weibo $25,332 Holding Largest Purchases this Quarter TAIWAN SEMICONDUCTOR MFG LTD 8,000 shares (about $132.80M)JOYY 1,000,000 shares (about $41.98M)Taiwan Semiconductor Manufacturing 125,000 shares (about $20.75M)TAIWAN SEMICONDUCTOR MFG LTD 1,000 shares (about $16.60M)MICROSTRATEGY INC 450 shares (about $12.97M) Largest Sales this Quarter ALIBABA GROUP HLDG LTD 2,000 shares (about $26.45M)Hello Group 948,800 shares (about $5.99M) 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 PortfolioSectorTAIWAN SEMICONDUCTOR MFG LTD$157,700,000$132,800,000 ▲533.3%9,50034.6%CALLPDD HOLDINGS INC$130,185,000$5,917,500 ▲4.8%11,00028.6%CALLTSMTaiwan Semiconductor Manufacturing$45,650,000$20,750,000 ▲83.3%275,00010.0%Computer and TechnologyYYJOYY$41,980,000$41,980,000 ▲New Holding1,000,0009.2%Computer and TechnologyALIBABA GROUP HLDG LTD$26,446,000$26,446,000 ▼-50.0%2,0005.8%CALLMICROSTRATEGY INC$17,296,200$12,972,150 ▲300.0%6003.8%PUTTAIWAN SEMICONDUCTOR MFG LTD$16,600,000$16,600,000 ▲New Holding1,0003.6%PUTZGNErmenegildo Zegna$10,180,298$3,819,384 ▲60.0%1,375,7162.2%Retail/WholesaleMOMOHello Group$9,788,072$5,986,928 ▼-38.0%1,551,2002.1%Computer and TechnologyWBWeibo$25,332$25,332 ▲New Holding2,6750.0%Computer and TechnologyPDDPDD$0$38,796,000 ▼-100.0%00.0%Retail/WholesaleKE HLDGS INC$0$27,630,000 ▼-100.0%00.0%PUTMUMicron Technology$0$27,352,000 ▼-100.0%00.0%Computer and TechnologyCIENCiena$0$12,721,500 ▼-100.0%00.0%Computer and TechnologyBABAAlibaba Group$0$10,598,750 ▼-100.0%00.0%Retail/WholesaleBEKEKE$0$10,131,000 ▼-100.0%00.0%Computer and TechnologyEDUNew Oriental Education & Technology Group$0$641,800 ▼-100.0%00.0%Consumer DiscretionaryShowing 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.
