Alpine Investment Management Ltd — 13F holdings

Alpine Investment Management Ltd reported 9 holdings worth $411M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. YMM FULL TRUCK ALLIANCE CO LTD — $140M (34.0%)
2. PDD PDD HOLDINGS INC — $127M (30.8%)
3. LITE LUMENTUM HLDGS INC — $41.8M (10.2%)
4. NVDA NVIDIA CORPORATION — $21.9M (5.3%)
5. TME TENCENT MUSIC ENTMT GROUP — $20.2M (4.9%)
6. PDD HOLDINGS INC — $19.1M (4.6%)
7. LU LUFAX HOLDING LTD — $18.4M (4.5%)
8. MOMO HELLO GROUP INC — $14.3M (3.5%)
9. QFIN QIFU TECHNOLOGY INC — $8.98M (2.2%)