Q3 2024 · 13F-HR
Alpine Investment Management Ltdholdings as filed
Filed 2024-11-14 · accession 0001964631-24-000006
$371.7M
Reported value
8
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 722304902 | — | PDD HOLDINGS INC | $151.7M | 40.8% | 11,250 | CALL | SOLE |
| 98980A105 | ZTO | ZTO EXPRESS CAYMAN INC | $49.5M | 13.3% | 2,000,000 | Common | SOLE |
| 874039900 | — | TAIWAN SEMICONDUCTOR MFG LTD | $43.4M | 11.7% | 2,500 | CALL | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $41.1M | 11.1% | 4,561,762 | Common | SOLE |
| 595112903 | — | MICRON TECHNOLOGY INC | $25.9M | 6.97% | 2,500 | CALL | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $25.2M | 6.79% | 673,540 | Common | SOLE |
| 423403104 | MOMO | HELLO GROUP INC | $24.5M | 6.58% | 3,215,000 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $10.4M | 2.79% | 100,000 | 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.