13F HOLDINGS REPORT
Alpine Investment Management Ltd
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001964631-23-000004
Total Value
$699.8M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 1,450,000 | $148.2M | 21.17% |
| 2 | ALPHABET INC | GOOG | 10,000 | $104.0M | 14.86% |
| 3 | PDD HOLDINGS INC | PDD | 1,250,000 | $94.9M | 13.56% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039900 | 10,000 | $93.0M | 13.29% |
| 5 | DAQO NEW ENERGY CORP | DQ | 1,506,064 | $70.5M | 10.08% |
| 6 | ALPHABET INC | GOOG | 371,801 | $38.7M | 5.53% |
| 7 | HELLO GROUP INC | MOMO | 3,000,000 | $27.3M | 3.90% |
| 8 | NETFLIX INC | NFLX | 73,500 | $25.4M | 3.63% |
| 9 | JOYY INC | JOYY | 748,040 | $23.3M | 3.33% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 250,000 | $23.3M | 3.32% |
| 11 | LULULEMON ATHLETICA INC | LULU | 45,000 | $16.4M | 2.34% |
| 12 | PDD HOLDINGS INC | PDD | 2,000 | $15.2M | 2.17% |
| 13 | PDD HOLDINGS INC | PDD | 1,300 | $9.9M | 1.41% |
| 14 | ARRAY TECHNOLOGIES INC | ARRY | 450,000 | $9.8M | 1.41% |