Q4 2024 · 13F-HR
Alpine Investment Management Ltdholdings as filed
Filed 2025-02-13 · accession 0001964631-25-000002
$353.6M
Reported value
14
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 722304902 | — | PDD HOLDINGS INC | $101.8M | 28.8% | 10,500 | CALL | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $38.8M | 11.0% | 400,000 | Common | SOLE |
| 01609W902 | — | ALIBABA GROUP HLDG LTD | $33.9M | 9.59% | 4,000 | CALL | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $29.6M | 8.38% | 150,000 | Common | SOLE |
| 874039900 | — | TAIWAN SEMICONDUCTOR MFG LTD | $29.6M | 8.38% | 1,500 | CALL | SOLE |
| 482497954 | — | KE HLDGS INC | $27.6M | 7.81% | 15,000 | PUT | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $27.4M | 7.74% | 325,000 | Common | SOLE |
| 423403104 | MOMO | HELLO GROUP INC | $19.3M | 5.45% | 2,500,000 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $12.7M | 3.60% | 150,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $10.6M | 3.00% | 125,000 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $10.1M | 2.87% | 550,000 | Common | SOLE |
| N30577105 | ZGN | ERMENEGILDO ZEGNA N V | $7.1M | 2.01% | 859,583 | Common | SOLE |
| 594972958 | — | MICROSTRATEGY INC | $4.3M | 1.23% | 150 | PUT | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $641,800 | 0.18% | 10,000 | 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.