13F HOLDINGS REPORT
Alpine Investment Management Ltd
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001964631-25-000005
Total Value
$455.9M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039900 | 9,500 | $157.7M | 34.59% |
| 2 | PDD HOLDINGS INC | PDD | 11,000 | $130.2M | 28.56% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 275,000 | $45.6M | 10.01% |
| 4 | JOYY INC | JOYY | 1,000,000 | $42.0M | 9.21% |
| 5 | ALIBABA GROUP HLDG LTD | BBAAY | 2,000 | $26.4M | 5.80% |
| 6 | MICROSTRATEGY INC | STRK | 600 | $17.3M | 3.79% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039950 | 1,000 | $16.6M | 3.64% |
| 8 | ERMENEGILDO ZEGNA N V | ZGN | 1,375,716 | $10.2M | 2.23% |
| 9 | HELLO GROUP INC | MOMO | 1,551,200 | $9.8M | 2.15% |
| 10 | WEIBO CORP | WEIBF | 2,675 | $25,332 | 0.01% |