Q2 2024 · 13F-HR
Alpine Investment Management Ltdholdings as filed
Filed 2024-08-13 · accession 0001964631-24-000004
$749.2M
Reported value
12
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 722304902 | — | PDD HOLDINGS INC | $281.2M | 37.5% | 21,150 | CALL | SOLE |
| 01609W902 | — | ALIBABA GROUP HLDG LTD | $144.0M | 19.2% | 20,000 | CALL | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $80.4M | 10.7% | 605,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $47.5M | 6.34% | 660,000 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $45.1M | 6.02% | 580,278 | Common | SOLE |
| 874039900 | — | TAIWAN SEMICONDUCTOR MFG LTD | $43.5M | 5.80% | 2,500 | CALL | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $32.9M | 4.39% | 250,000 | Common | SOLE |
| 423403104 | MOMO | HELLO GROUP INC | $21.4M | 2.86% | 3,500,000 | Common | SOLE |
| 007903907 | — | ADVANCED MICRO DEVICES INC | $20.3M | 2.71% | 1,250 | CALL | SOLE |
| 517834107 | LVS | LAS VEGAS SANDS CORP | $18.4M | 2.46% | 416,684 | Common | SOLE |
| 04271T100 | ARRY | ARRAY TECHNOLOGIES INC | $7.7M | 1.03% | 750,000 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $6.8M | 0.90% | 842,256 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.