13F HOLDINGS REPORT
Alpine Investment Management Ltd
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001964631-25-000006
Total Value
$331.5M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 900,000 | $94.2M | 28.42% |
| 2 | MICRON TECHNOLOGY INC | MU | 5,000 | $61.6M | 18.59% |
| 3 | FULL TRUCK ALLIANCE CO LTD | YMM | 4,598,038 | $54.3M | 16.38% |
| 4 | JOYY INC | JOYY | 914,153 | $46.5M | 14.04% |
| 5 | PDD HOLDINGS INC | PDD | 3,350 | $35.1M | 10.58% |
| 6 | ENPHASE ENERGY INC | ENPH | 6,500 | $25.8M | 7.78% |
| 7 | ERMENEGILDO ZEGNA N V | ZGN | 850,000 | $7.3M | 2.19% |
| 8 | DECKERS OUTDOOR CORP | DECK | 65,000 | $6.7M | 2.02% |