Alpine Investment Management Ltd Hedge Fund

Location: Hong Kong

CIK: 0001964631 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $411M (100.0% shares, 0.0% debt)

Holdings (9)

YMM FULL TRUCK ALLIANCE CO LTD 34.0%

Value $140M Shares 17,210,388 Est. Cost — Unrealized —

PDD PDD HOLDINGS INC 30.8%

Value $127M Shares 1,661,600 Est. Cost — Unrealized —

LITE LUMENTUM HLDGS INC 10.2%

Value $41.83M Shares 48,745 Est. Cost — Unrealized —

NVDA NVIDIA CORPORATION 5.3%

Value $21.93M Shares 109,600 Est. Cost — Unrealized —

TME TENCENT MUSIC ENTMT GROUP 4.9%

Value $20.19M Shares 2,418,198 Est. Cost — Unrealized —

— PDD HOLDINGS INC 4.6%

Value $19.07M Shares 2,500 Est. Cost — Unrealized —

LU LUFAX HOLDING LTD 4.5%

Value $18.4M Shares 13,939,985 Est. Cost — Unrealized —

MOMO HELLO GROUP INC 3.5%

Value $14.31M Shares 2,466,700 Est. Cost — Unrealized —

QFIN QFIN HOLDINGS INC 2.2%

Value $8.977M Shares 567,781 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
YMM	FULL TRUCK ALLIANCE CO LTD	17,210,388	$140M	34.0%	—	—	SPONSORED ADS	35969L108
PDD	PDD HOLDINGS INC	1,661,600	$127M	30.8%	—	—	SPONSORED ADS	722304102
LITE	LUMENTUM HLDGS INC	48,745	$41.83M	10.2%	—	—	COM	55024U109
NVDA	NVIDIA CORPORATION	109,600	$21.93M	5.3%	—	—	COM	67066G104
TME	TENCENT MUSIC ENTMT GROUP	2,418,198	$20.19M	4.9%	—	—	SPON ADS	88034P109
—	PDD HOLDINGS INC	2,500	$19.07M	4.6%	—	—	CALL	722304902
LU	LUFAX HOLDING LTD	13,939,985	$18.4M	4.5%	—	—	SPONSORED ADR	54975P201
MOMO	HELLO GROUP INC	2,466,700	$14.31M	3.5%	—	—	ADS	423403104
QFIN	QFIN HOLDINGS INC	567,781	$8.977M	2.2%	—	—	AMERICAN DEP	88557W101