13F HOLDINGS REPORT (Amended)
Alpine Investment Management Ltd
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001964631-23-000005
Total Value
$507.1M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 1,850,000 | $163.0M | 32.14% |
| 2 | META PLATFORMS INC | META | 1,150,000 | $138.4M | 27.29% |
| 3 | DAQO NEW ENERGY CORP | DQ | 2,689,543 | $103.8M | 20.48% |
| 4 | HELLO GROUP INC | MOMO | 4,865,000 | $43.7M | 8.61% |
| 5 | META PLATFORMS INC | META | 200,000 | $24.1M | 4.75% |
| 6 | JOYY INC | JOYY | 550,000 | $17.4M | 3.43% |
| 7 | ACTIVISION BLIZZARD INC | 00507V109 | 125,000 | $9.6M | 1.89% |
| 8 | MANCHESTER UTD PLC NEW | G5784H106 | 200,000 | $4.7M | 0.92% |
| 9 | FULL TRUCK ALLIANCE CO LTD | YMM | 200,000 | $1.6M | 0.32% |
| 10 | LEXINFINTECH HLDGS LTD | LX | 250,000 | $475,000 | 0.09% |
| 11 | FARFETCH LTD | 30744W107 | 100,000 | $473,000 | 0.09% |