Alpine Investment Management Ltd
Net buyer this quarter
$411M
8
+$206M
95.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 YMM | $140M | 33.99% | Not reported | +55.8% | Q4 2022 |
 PDD | $127M | 30.82% | 0.03% | +1661.4% | Q1 2023 |
 LITE | $41.8M | 10.17% | 0.06% | +5031.1% | Q1 2026 |
 NVDA | $21.9M | 5.33% | 0.00% | +434.6% | Q4 2025 |
 TME | $20.2M | 4.91% | 0.08% | New | Q2 2026 |
 LU | $18.4M | 4.47% | 0.80% | +12.4% | Q3 2025 |
 MOMO | $14.3M | 3.48% | 1.68% | +957.6% | Q4 2022 |
 QFIN | $8.98M | 2.18% | 0.23% | New | Q2 2026 |
| Q1 2026 | |||||
| YMM | $91.7M | 22.88% | Not reported | +48.4% | Q4 2022 |
 BABA | $65.6M | 16.38% | 0.03% | +277.0% | Q4 2022 |
| LU | $23.2M | 5.79% | 0.72% | +53.0% | Q3 2025 |
| PDD | $9.64M | 2.40% | 0.00% | -69.2% | Q1 2023 |
 JOYY | $3.83M | 0.95% | Not reported | -86.8% | Q4 2022 |
 META | $3.67M | 0.92% | Not reported | Not reported | Q4 2022 |
| NVDA | $3.58M | 0.89% | 0.00% | -87.6% | Q4 2025 |
 MU | $2.6M | 0.65% | 0.00% | Not reported | Q1 2024 |
| MOMO | $1.34M | 0.34% | 0.16% | Not reported | Q4 2022 |
| LITE | $668K | 0.17% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| YMM | $79.9M | 20.78% | Not reported | +86.1% | Q4 2022 |
| PDD | $34.7M | 9.03% | 0.01% | Not reported | Q1 2023 |
| JOYY | $32.1M | 8.36% | Not reported | -13.7% | Q4 2022 |
| NVDA | $30.8M | 8.02% | 0.00% | New | Q4 2025 |
| LU | $20.8M | 5.40% | 0.47% | +91.9% | Q3 2025 |
| BABA | $20.3M | 5.29% | 0.00% | Not reported | Q4 2022 |
 WB | $3.94M | 1.03% | 0.16% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| YMM | $51.9M | 17.56% | Not reported | -13.0% | Q4 2022 |
| JOYY | $33.7M | 11.41% | Not reported | -37.1% | Q4 2022 |
| LU | $17.2M | 5.81% | 0.24% | New | Q3 2025 |
 AGX | $16.2M | 5.49% | 0.43% | New | Q3 2025 |