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Alpine Investment Management Ltd

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13F filer, CIK 1964631, HONG KONG, Hong Kong

Alpine Investment Management Ltd reported $411,197,409 across 9 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001964631-26-000004

Period
2026-06-30
Reported value
$411M
Holdings
9
Top 10 weight
100%
New
3
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PDDadded+1,567,264$120M
YMMadded+6,160,388$50M
LITEadded+47,795$41M
TMEnew+2,418,198$20.2M
PDD HOLDINGS INCnew+2,500$19.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BABAexited-523,270-$65.6M
JOYYexited-65,547-$3.83M
METAexited-6,420-$3.67M
MUexited-7,700-$2.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001964631-26-000004, largest first. % of portfolio is the value over $411,197,409, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,561,762 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,598,038 shares; 2025Q3: 4,000,000 shares; 2025Q4: 7,444,800 shares; 2026Q1: 11,050,000 shares; 2026Q2: 17,210,388 shares 17,210,388$140M33.99%+6,160,388Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400,000 shares; 2025Q1: not reported; 2025Q2: 900,000 shares; 2025Q3: not reported; 2025Q4: 306,198 shares; 2026Q1: 94,336 shares; 2026Q2: 1,661,600 shares 1,661,600$127M30.82%+1,567,264Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 950 shares; 2026Q2: 48,745 shares 48,745$41.8M10.17%+47,795Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165,400 shares; 2026Q1: 20,500 shares; 2026Q2: 109,600 shares 109,600$21.9M5.33%+89,100Timeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,418,198 shares 2,418,198$20.2M4.91%newTimeline
PDD HOLDINGS INCPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500$19.1M4.64%new
LULUFAX HOLDING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,225,000 shares; 2025Q4: 8,106,500 shares; 2026Q1: 12,404,000 shares; 2026Q2: 13,939,985 shares 13,939,985$18.4M4.47%+1,535,985Timeline
MOMOHELLO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,215,000 shares; 2024Q4: 2,500,000 shares; 2025Q1: 1,551,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233,234 shares; 2026Q2: 2,466,700 shares 2,466,700$14.3M3.48%+2,233,466Timeline
QFINQFIN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 567,781 shares 567,781$8.98M2.18%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PDD HOLDINGS INCPDD HOLDINGS INC7,500$76.6Mcall
ALIBABA GROUP HLDG LTDALIBABA GROUP HLDG LTD5,250$65.9Mput
BABAALIBABA GROUP HLDG LTD523,270$65.6Mshares
SANDISK CORPSANDISK CORP825$52.4Mput
JOYYJOYY INC65,547$3.83Mshares
METAMETA PLATFORMS INC6,420$3.67Mshares
MUMICRON TECHNOLOGY INC7,700$2.6Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001964631-26-000004 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001964631-26-000004 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001964631-26-000003 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001964631-26-000002 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001964631-25-000008 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0001964631-25-000006 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set
13F-HR 0001964631-25-000005 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001964631-25-000002 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set
13F-HR 0001964631-24-000006 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001964631-24-000004 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0001964631-24-000003 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0001964631-24-000001 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001964631-23-000009 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001964631-23-000006 Quarter ended 2023-06-302023-08-11acceptance time not in the bulk data set
13F-HR/A 0001964631-23-000005 Quarter ended 2022-12-312023-05-15acceptance time not in the bulk data set
13F-HR 0001964631-23-000004 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-HR 0001964631-23-000003 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set