Alpine Investment Management as of March 31, 2026
Portfolio Holdings for Alpine Investment Management
Alpine Investment Management holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Full Truck Alliance Sponsored Ads (YMM) | 22.9 | $92M | 11M | 8.30 | |
| Pdd Holdings Call Call Option | 19.1 | $77M | 7.5k | 10218.00 | |
| Alibaba Group Hldg Put Put Option | 16.4 | $66M | 5.3k | 12546.00 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 16.4 | $66M | 523k | 125.46 | |
| Sandisk Corp Put Put Option | 13.1 | $52M | 825.00 | 63534.00 | |
| Lufax Holding Sponsored Adr (LU) | 5.8 | $23M | 12M | 1.87 | |
| Pdd Holdings Sponsored Ads (PDD) | 2.4 | $9.6M | 94k | 102.18 | |
| Joyy Ads Repstg Com A (JOYY) | 1.0 | $3.8M | 66k | 58.39 | |
| Meta Platforms Cl A (META) | 0.9 | $3.7M | 6.4k | 572.13 | |
| NVIDIA Corporation (NVDA) | 0.9 | $3.6M | 21k | 174.40 | |
| Micron Technology (MU) | 0.6 | $2.6M | 7.7k | 337.84 | |
| Hello Group Ads (MOMO) | 0.3 | $1.3M | 233k | 5.76 | |
| Lumentum Hldgs (LITE) | 0.2 | $668k | 950.00 | 702.76 |
