13F HOLDINGS REPORT
Alpine Investment Management Ltd
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001964631-23-000006
Total Value
$426.7M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 1,575,000 | $131.3M | 30.76% |
| 2 | DAQO NEW ENERGY CORP | DQ | 1,900,000 | $75.4M | 17.68% |
| 3 | PDD HOLDINGS INC | PDD | 925,000 | $64.0M | 14.99% |
| 4 | PDD HOLDINGS INC | PDD | 4,500 | $31.1M | 7.29% |
| 5 | HELLO GROUP INC | MOMO | 3,000,000 | $28.8M | 6.76% |
| 6 | ISHARES TR | 464287954 | 10,000 | $27.2M | 6.37% |
| 7 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 452,766 | $17.9M | 4.19% |
| 8 | QUALCOMM INC | QCOM | 125,000 | $14.9M | 3.49% |
| 9 | ISHARES TR | 464287904 | 5,000 | $13.6M | 3.19% |
| 10 | ALIBABA GROUP HLDG LTD | BBAAY | 1,000 | $8.3M | 1.95% |
| 11 | AMAZON COM INC | AMZN | 500 | $6.5M | 1.53% |
| 12 | ISHARES TR | 464287184 | 195,000 | $5.3M | 1.24% |
| 13 | ATOUR LIFESTYLE HOLDINGS LTD | ATAT | 150,000 | $2.4M | 0.57% |