Alpine Investment Management Ltd Hedge Fund

CIK: 0001964631 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $371,729 (100.0% shares, 0.0% debt)

Holdings (8)

— PDD HOLDINGS INC 40.8%

Value ($000) $151,661 Shares 11,250 Est. Cost — Unrealized —

ZTO ZTO EXPRESS CAYMAN INC 13.3%

Value ($000) $49,540 Shares 2,000,000 Est. Cost $24.77 Unrealized —

— TAIWAN SEMICONDUCTOR MFG LTD 11.7%

Value ($000) $43,418 Shares 2,500 Est. Cost — Unrealized —

YMM FULL TRUCK ALLIANCE CO LTD 11.1%

Value ($000) $41,101 Shares 4,561,762 Est. Cost $8.69 Unrealized —

— MICRON TECHNOLOGY INC 7.0%

Value ($000) $25,928 Shares 2,500 Est. Cost — Unrealized —

NXT NEXTRACKER INC 6.8%

Value ($000) $25,244 Shares 673,540 Est. Cost $41.68 Unrealized 0.0%

MOMO HELLO GROUP INC 6.6%

Value ($000) $24,466 Shares 3,215,000 Est. Cost $8.69 Unrealized —

MU MICRON TECHNOLOGY INC 2.8%

Value ($000) $10,371 Shares 100,000 Est. Cost $100.44 Unrealized +3.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	PDD HOLDINGS INC	11,250	$151,661	40.8%	—	—	Call	722304902
ZTO	ZTO EXPRESS CAYMAN INC	2,000,000	$49,540	13.3%	$24.77	—	SPONSORED ADS A	98980A105
—	TAIWAN SEMICONDUCTOR MFG LTD	2,500	$43,418	11.7%	—	—	Call	874039900
YMM	FULL TRUCK ALLIANCE CO LTD	4,561,762	$41,101	11.1%	$8.69	—	SPONSORED ADS	35969L108
—	MICRON TECHNOLOGY INC	2,500	$25,928	7.0%	—	—	Call	595112903
NXT	NEXTRACKER INC	673,540	$25,244	6.8%	$41.68	0.0%	CLASS A COM	65290E101
MOMO	HELLO GROUP INC	3,215,000	$24,466	6.6%	$8.69	—	ADS	423403104
MU	MICRON TECHNOLOGY INC	100,000	$10,371	2.8%	$100.44	+3.5%	COM	595112103