13F HOLDINGS REPORT
Alpine Investment Management Ltd
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001964631-26-000002
Total Value
$384.4M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 8,350 | $94.7M | 24.63% |
| 2 | FULL TRUCK ALLIANCE CO LTD | YMM | 7,444,800 | $79.9M | 20.78% |
| 3 | ALIBABA GROUP HLDG LTD | BBAAY | 2,750 | $40.3M | 10.49% |
| 4 | PDD HOLDINGS INC | PDD | 306,198 | $34.7M | 9.03% |
| 5 | JOYY INC | JOYY | 496,300 | $32.1M | 8.36% |
| 6 | NVIDIA CORPORATION | NVDA | 165,400 | $30.8M | 8.02% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 1,250 | $26.8M | 6.96% |
| 8 | LUFAX HOLDING LTD | LU | 8,106,500 | $20.8M | 5.40% |
| 9 | ALIBABA GROUP HLDG LTD | BBAAY | 138,800 | $20.3M | 5.29% |
| 10 | WEIBO CORP | WEIBF | 386,000 | $3.9M | 1.03% |