Q1 2025 · 13F-HR
Alpine Investment Management Ltdholdings as filed
Filed 2025-05-14 · accession 0001964631-25-000005
$455.9M
Reported value
10
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039900 | — | TAIWAN SEMICONDUCTOR MFG LTD | $157.7M | 34.6% | 9,500 | CALL | SOLE |
| 722304902 | — | PDD HOLDINGS INC | $130.2M | 28.6% | 11,000 | CALL | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $45.6M | 10.0% | 275,000 | Common | SOLE |
| 46591M109 | JOYY | JOYY INC | $42.0M | 9.21% | 1,000,000 | Common | SOLE |
| 01609W902 | — | ALIBABA GROUP HLDG LTD | $26.4M | 5.80% | 2,000 | CALL | SOLE |
| 594972958 | — | MICROSTRATEGY INC | $17.3M | 3.79% | 600 | PUT | SOLE |
| 874039950 | — | TAIWAN SEMICONDUCTOR MFG LTD | $16.6M | 3.64% | 1,000 | PUT | SOLE |
| N30577105 | ZGN | ERMENEGILDO ZEGNA N V | $10.2M | 2.23% | 1,375,716 | Common | SOLE |
| 423403104 | MOMO | HELLO GROUP INC | $9.8M | 2.15% | 1,551,200 | Common | SOLE |
| 948596101 | WB | WEIBO CORP | $25,332 | 0.01% | 2,675 | 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.