13F HOLDINGS REPORT
Alpine Investment Management Ltd
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001964631-24-000003
Total Value
$868.0M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 12,500 | $555.0M | 63.94% |
| 2 | ALIBABA GROUP HLDG LTD | BBAAY | 1,075,000 | $77.8M | 8.96% |
| 3 | PDD HOLDINGS INC | PDD | 575,000 | $66.8M | 7.70% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 325,000 | $44.2M | 5.09% |
| 5 | FULL TRUCK ALLIANCE CO LTD | YMM | 3,187,495 | $23.2M | 2.67% |
| 6 | HELLO GROUP INC | MOMO | 3,484,229 | $21.6M | 2.49% |
| 7 | MICRON TECHNOLOGY INC | MU | 175,000 | $20.6M | 2.38% |
| 8 | ARRAY TECHNOLOGIES INC | ARRY | 900,000 | $13.4M | 1.55% |
| 9 | BOOKING HOLDINGS INC | BKNG | 2,500 | $9.1M | 1.04% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 500 | $9.0M | 1.04% |
| 11 | KE HLDGS INC | BEKE | 650,000 | $8.9M | 1.03% |
| 12 | JINKOSOLAR HLDG CO LTD | JKS | 300,000 | $7.6M | 0.87% |
| 13 | VALE S A | VALE | 550,000 | $6.7M | 0.77% |
| 14 | FUTU HLDGS LTD | FUTU | 74,546 | $4.0M | 0.47% |