13F HOLDINGS REPORT
Alpine Investment Management Ltd
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001964631-24-000006
Total Value
$371.7M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 11,250 | $151.7M | 40.80% |
| 2 | ZTO EXPRESS CAYMAN INC | ZTOEF | 2,000,000 | $49.5M | 13.33% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039900 | 2,500 | $43.4M | 11.68% |
| 4 | FULL TRUCK ALLIANCE CO LTD | YMM | 4,561,762 | $41.1M | 11.06% |
| 5 | MICRON TECHNOLOGY INC | MU | 2,500 | $25.9M | 6.97% |
| 6 | NEXTRACKER INC | NXT | 673,540 | $25.2M | 6.79% |
| 7 | HELLO GROUP INC | MOMO | 3,215,000 | $24.5M | 6.58% |
| 8 | MICRON TECHNOLOGY INC | MU | 100,000 | $10.4M | 2.79% |