Alpine Investment Management Ltd Top Holdings and 13F Report (2026) About Alpine Investment Management LtdInvestment ActivityAlpine Investment Management Ltd has $411.20 million in total holdings as of June 30, 2026.Alpine Investment Management Ltd owns shares of 9 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 66.29% of the portfolio was purchased this quarter.About 56.46% of the portfolio was sold this quarter.This quarter, Alpine Investment Management Ltd has purchased 13 new stocks and bought additional shares in 6 stocks.Alpine Investment Management Ltd sold shares of 1 stock and completely divested from 6 stocks this quarter.Largest Holdings Full Truck Alliance $139,748,351PDD $126,746,848Lumentum $41,826,135NVIDIA $21,929,864Tencent Music Entertainment Group $20,191,953 Largest New Holdings this Quarter 88034P109 - Tencent Music Entertainment Group $20,191,953 Holding88557W101 - Qfin $8,976,618 Holding Largest Purchases this Quarter PDD 1,567,264 shares (about $119.55M)Full Truck Alliance 6,160,388 shares (about $50.02M)Lumentum 47,795 shares (about $41.01M)Tencent Music Entertainment Group 2,418,198 shares (about $20.19M)NVIDIA 89,100 shares (about $17.83M) Largest Sales this Quarter PDD HOLDINGS INC 5,000 shares (about $38.14M) 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 PortfolioSectorYMMFull Truck Alliance$139,748,351$50,022,351 â–²55.8%17,210,38834.0%IndustrialsPDDPDD$126,746,848$119,550,898 â–²1,661.4%1,661,60030.8%Consumer DiscretionaryLITELumentum$41,826,135$41,010,978 â–²5,031.1%48,74510.2%TechnologyNVDANVIDIA$21,929,864$17,828,019 â–²434.6%109,6005.3%TechnologyTMETencent Music Entertainment Group$20,191,953$20,191,953 â–²New Holding2,418,1984.9%Communication ServicesPDD HOLDINGS INC$19,070,000$38,140,000 â–¼-66.7%2,5004.6%CALLLUFAX HOLDING LTD$18,400,780$2,027,500 â–²12.4%13,939,9854.5%SPONSORED ADRMOMOHello Group$14,306,860$12,954,103 â–²957.6%2,466,7003.5%Communication ServicesQFINQfin$8,976,618$8,976,618 â–²New Holding567,7812.2%FinanceALIBABA GROUP HLDG LTD$0$65,866,500 â–¼-100.0%00.0%PUTBABAAlibaba Group$0$65,649,454 â–¼-100.0%00.0%Consumer DiscretionarySANDISK CORP$0$52,415,550 â–¼-100.0%00.0%PUTYYJOYY$0$3,827,289 â–¼-100.0%00.0%Communication ServicesMETAMeta Platforms$0$3,673,075 â–¼-100.0%00.0%Communication ServicesMUMicron Technology$0$2,601,368 â–¼-100.0%00.0%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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 Email Me a Login Link 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.
