13F HOLDINGS REPORT
Alpine Investment Management Ltd
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001964631-25-000002
Total Value
$353.6M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 10,500 | $101.8M | 28.80% |
| 2 | PDD HOLDINGS INC | PDD | 400,000 | $38.8M | 10.97% |
| 3 | ALIBABA GROUP HLDG LTD | BBAAY | 4,000 | $33.9M | 9.59% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039900 | 1,500 | $29.6M | 8.38% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 150,000 | $29.6M | 8.38% |
| 6 | KE HLDGS INC | BEKE | 15,000 | $27.6M | 7.81% |
| 7 | MICRON TECHNOLOGY INC | MU | 325,000 | $27.4M | 7.74% |
| 8 | HELLO GROUP INC | MOMO | 2,500,000 | $19.3M | 5.45% |
| 9 | CIENA CORP | CIEN | 150,000 | $12.7M | 3.60% |
| 10 | ALIBABA GROUP HLDG LTD | BBAAY | 125,000 | $10.6M | 3.00% |
| 11 | KE HLDGS INC | BEKE | 550,000 | $10.1M | 2.87% |
| 12 | ERMENEGILDO ZEGNA N V | ZGN | 859,583 | $7.1M | 2.01% |
| 13 | MICROSTRATEGY INC | STRK | 150 | $4.3M | 1.23% |
| 14 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 10,000 | $641,800 | 0.18% |