Filed: 8/14/2026ACC: 0001964631-26-000004
📋 What this filing means
ALPINE INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $411.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$411.20M
Total AUM (reported)
38.43M
Total Shares
Allocation by class
SPONSORED ADS$266.50M64.8%
COM$63.76M15.5%
SPON ADS$20.19M4.9%
CALL$19.07M4.6%
SPONSORED ADR$18.40M4.5%
ADS$14.31M3.5%
AMERICAN DEP$8.98M2.2%
Portfolio Concentration
Top 3$308.32M75.0%
4–10$102.88M25.0%
Top 3 weight
75.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 38.43M
Sole
Full voting authority
38.43M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
FULL TRUCK ALLIANCE CO LTD
SOLEShares17.21M
TypeSH
Market value$139.75M
33.99%
Sole
17.21M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares1.66M
TypeSH
Market value$126.75M
30.82%
Sole
1.66M
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares48.74K
TypeSH
Market value$41.83M
10.17%
Sole
48.74K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares109.60K
TypeSH
Market value$21.93M
5.33%
Sole
109.60K
Shared
0.00
None
0.00
TENCENT MUSIC ENTMT GROUP
SOLEShares2.42M
TypeSH
Market value$20.19M
4.91%
Sole
2.42M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares2.50K
TypeSH
Market value$19.07M
4.64%
Sole
2.50K
Shared
0.00
None
0.00
LUFAX HOLDING LTD
SOLEShares13.94M
TypeSH
Market value$18.40M
4.47%
Sole
13.94M
Shared
0.00
None
0.00
HELLO GROUP INC
SOLEShares2.47M
TypeSH
Market value$14.31M
3.48%
Sole
2.47M
Shared
0.00
None
0.00
QFIN HOLDINGS INC
SOLEShares567.78K
TypeSH
Market value$8.98M
2.18%
Sole
567.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 17.21M | SH | $139.75M 33.99% | 17.21M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 1.66M | SH | $126.75M 30.82% | 1.66M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 48.74K | SH | $41.83M 10.17% | 48.74K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 109.60K | SH | $21.93M 5.33% | 109.60K | 0.00 | 0.00 |
TENCENT MUSIC ENTMT GROUPSOLE | SPON ADS | 2.42M | SH | $20.19M 4.91% | 2.42M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | CALL | 2.50K | SH | $19.07M 4.64% | 2.50K | 0.00 | 0.00 |
LUFAX HOLDING LTDSOLE | SPONSORED ADR | 13.94M | SH | $18.40M 4.47% | 13.94M | 0.00 | 0.00 |
HELLO GROUP INCSOLE | ADS | 2.47M | SH | $14.31M 3.48% | 2.47M | 0.00 | 0.00 |
QFIN HOLDINGS INCSOLE | AMERICAN DEP | 567.78K | SH | $8.98M 2.18% | 567.78K | 0.00 | 0.00 |