Alpine Investment Management as of June 30, 2025
Portfolio Holdings for Alpine Investment Management
Alpine Investment Management holds 8 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pdd Holdings Sponsored Ads (PDD) | 28.4 | $94M | 900k | 104.66 | |
| Micron Technology Call Call Option | 18.6 | $62M | 5.0k | 12325.00 | |
| Full Truck Alliance Sponsored Ads (YMM) | 16.4 | $54M | 4.6M | 11.81 | |
| Joyy Ads Repstg Com A (JOYY) | 14.0 | $47M | 914k | 50.91 | |
| Pdd Holdings Call Call Option | 10.6 | $35M | 3.4k | 10466.00 | |
| Enphase Energy Put Put Option | 7.8 | $26M | 6.5k | 3965.00 | |
| Ermenegildo Zegna N V Ord Shs (ZGN) | 2.2 | $7.3M | 850k | 8.55 | |
| Deckers Outdoor Corporation (DECK) | 2.0 | $6.7M | 65k | 103.07 |
