Alpine Investment Management Ltd Hedge Fund

Location: Hong Kong

CIK: 0001964631 · Show all filings

Period: Q4 2022 (Next →)

Filing Date: May 15, 2023

Total Value: $507M

Holdings (11)

BABA ALIBABA GROUP HLDG LTD 32.1%

Value $163M Shares 1,850,000 Est. Cost $88.09 Unrealized —

— META PLATFORMS INC 27.3%

Value $138M Shares 1,150,000 Est. Cost — Unrealized —

DQ DAQO NEW ENERGY CORP 20.5%

Value $104M Shares 2,689,543 Est. Cost $38.61 Unrealized —

MOMO HELLO GROUP INC 8.6%

Value $43.69M Shares 4,865,000 Est. Cost $8.98 Unrealized —

META META PLATFORMS INC 4.7%

Value $24.07M Shares 200,000 Est. Cost $116.61 Unrealized 0.0%

JOYY JOYY INC 3.4%

Value $17.37M Shares 550,000 Est. Cost $31.59 Unrealized —

— ACTIVISION BLIZZARD INC 1.9%

Value $9.569M Shares 125,000 Est. Cost $76.55 Unrealized —

MANU MANCHESTER UTD PLC NEW 0.9%

Value $4.666M Shares 200,000 Est. Cost $16.73 Unrealized 0.0%

YMM FULL TRUCK ALLIANCE CO LTD 0.3%

Value $1.6M Shares 200,000 Est. Cost $8.00 Unrealized —

LX LEXINFINTECH HLDGS LTD 0.1%

Value $475K Shares 250,000 Est. Cost $1.90 Unrealized —

FTCHQ FARFETCH LTD 0.1%

Value $473K Shares 100,000 Est. Cost $6.97 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BABA	ALIBABA GROUP HLDG LTD	1,850,000	$163M	32.1%	$88.09	—	—	01609W102
—	META PLATFORMS INC	1,150,000	$138M	27.3%	—	—	CALL	30303M902
DQ	DAQO NEW ENERGY CORP	2,689,543	$104M	20.5%	$38.61	—	—	23703Q203
MOMO	HELLO GROUP INC	4,865,000	$43.69M	8.6%	$8.98	—	—	423403104
META	META PLATFORMS INC	200,000	$24.07M	4.7%	$116.61	0.0%	—	30303M102
JOYY	JOYY INC	550,000	$17.37M	3.4%	$31.59	—	—	46591M109
—	ACTIVISION BLIZZARD INC	125,000	$9.569M	1.9%	$76.55	—	—	00507V109
MANU	MANCHESTER UTD PLC NEW	200,000	$4.666M	0.9%	$16.73	0.0%	—	G5784H106
YMM	FULL TRUCK ALLIANCE CO LTD	200,000	$1.6M	0.3%	$8.00	—	—	35969L108
LX	LEXINFINTECH HLDGS LTD	250,000	$475K	0.1%	$1.90	—	—	528877103
FTCHQ	FARFETCH LTD	100,000	$473K	0.1%	$6.97	0.0%	—	30744W107