13F HOLDINGS REPORT
Alpine Investment Management Ltd
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001964631-24-000004
Total Value
$749.2M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 21,150 | $281.2M | 37.53% |
| 2 | ALIBABA GROUP HLDG LTD | BBAAY | 20,000 | $144.0M | 19.22% |
| 3 | PDD HOLDINGS INC | PDD | 605,000 | $80.4M | 10.74% |
| 4 | ALIBABA GROUP HLDG LTD | BBAAY | 660,000 | $47.5M | 6.34% |
| 5 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 580,278 | $45.1M | 6.02% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039900 | 2,500 | $43.5M | 5.80% |
| 7 | MICRON TECHNOLOGY INC | MU | 250,000 | $32.9M | 4.39% |
| 8 | HELLO GROUP INC | MOMO | 3,500,000 | $21.4M | 2.86% |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 1,250 | $20.3M | 2.71% |
| 10 | LAS VEGAS SANDS CORP | LVS | 416,684 | $18.4M | 2.46% |
| 11 | ARRAY TECHNOLOGIES INC | ARRY | 750,000 | $7.7M | 1.03% |
| 12 | FULL TRUCK ALLIANCE CO LTD | YMM | 842,256 | $6.8M | 0.90% |