Alpine Investment Management Ltd Top Holdings and 13F Report (2026) About Alpine Investment Management LtdInvestment ActivityAlpine Investment Management Ltd has $400.80 million in total holdings as of March 31, 2026.Alpine Investment Management Ltd owns shares of 13 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 44.48% of the portfolio was purchased this quarter.About 27.81% of the portfolio was sold this quarter.This quarter, Alpine Investment Management Ltd has purchased 10 new stocks and bought additional shares in 4 stocks.Alpine Investment Management Ltd sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings Full Truck Alliance $91,715,000PDD HOLDINGS INC $76,635,000ALIBABA GROUP HLDG LTD $65,866,500Alibaba Group $65,649,454SANDISK CORP $52,415,550 Largest New Holdings this Quarter 80004C950 - SANDISK CORP $52,415,550 Holding30303M102 - Meta Platforms $3,673,075 Holding595112103 - Micron Technology $2,601,368 Holding423403104 - Hello Group $1,343,428 Holding55024U109 - Lumentum $667,622 Holding Largest Purchases this Quarter SANDISK CORP 825 shares (about $52.42M)Alibaba Group 384,470 shares (about $48.24M)ALIBABA GROUP HLDG LTD 2,500 shares (about $31.37M)Full Truck Alliance 3,605,200 shares (about $29.92M)LUFAX HOLDING LTD 4,297,500 shares (about $8.04M) Largest Sales this Quarter NVIDIA 144,900 shares (about $25.27M)JOYY 430,753 shares (about $25.15M)PDD 211,862 shares (about $21.65M)PDD HOLDINGS INC 850 shares (about $8.69M) 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$91,715,000$29,923,160 â–²48.4%11,050,00022.9%Business ServicesPDD HOLDINGS INC$76,635,000$8,685,300 â–¼-10.2%7,50019.1%CALLALIBABA GROUP HLDG LTD$65,866,500$31,365,000 â–²90.9%5,25016.4%PUTBABAAlibaba Group$65,649,454$48,235,606 â–²277.0%523,27016.4%Retail/WholesaleSANDISK CORP$52,415,550$52,415,550 â–²New Holding82513.1%PUTLUFAX HOLDING LTD$23,195,480$8,036,325 â–²53.0%12,404,0005.8%SPONSORED ADRPDDPDD$9,639,252$21,648,058 â–¼-69.2%94,3362.4%Retail/WholesaleYYJOYY$3,827,289$25,151,666 â–¼-86.8%65,5471.0%Computer and TechnologyMETAMeta Platforms$3,673,075$3,673,075 â–²New Holding6,4200.9%Computer and TechnologyNVDANVIDIA$3,575,200$25,270,560 â–¼-87.6%20,5000.9%Computer and TechnologyMUMicron Technology$2,601,368$2,601,368 â–²New Holding7,7000.6%Computer and TechnologyMOMOHello Group$1,343,428$1,343,428 â–²New Holding233,2340.3%Computer and TechnologyLITELumentum$667,622$667,622 â–²New Holding9500.2%Computer and TechnologyADVANCED MICRO DEVICES INC$0$26,770,000 â–¼-100.0%00.0%PUTWBWeibo$0$3,944,920 â–¼-100.0%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 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.
