Alpine Investment Management as of June 30, 2026
Portfolio Holdings for Alpine Investment Management
Alpine Investment Management holds 9 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Full Truck Alliance Sponsored Ads (YMM) | 34.0 | $140M | 17M | 8.12 | |
| Pdd Holdings Sponsored Ads (PDD) | 30.8 | $127M | 1.7M | 76.28 | |
| Lumentum Hldgs (LITE) | 10.2 | $42M | 49k | 858.06 | |
| NVIDIA Corporation (NVDA) | 5.3 | $22M | 110k | 200.09 | |
| Tencent Music Entmt Group Spon Ads (TME) | 4.9 | $20M | 2.4M | 8.35 | |
| Pdd Holdings Call | 4.6 | $19M | 2.5k | 7628.00 | |
| Lufax Holding Sponsored Adr (LU) | 4.5 | $18M | 14M | 1.32 | |
| Hello Group Ads (MOMO) | 3.5 | $14M | 2.5M | 5.80 | |
| Qfin Holdings American Dep (QFIN) | 2.2 | $9.0M | 568k | 15.81 |
