$910 Million is the total value of Alpine Investment Management Ltd's 21 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $325,933,000 | – | 3,700,000 | +100.0% | 35.80% | – |
| New | META PLATFORMS INCcall | $276,782,000 | – | 2,300,000 | +100.0% | 30.40% | – | |
| DQ | New | DAQO NEW ENERGY CORPspnsrd ads new | $103,843,255 | – | 2,689,543 | +100.0% | 11.41% | – |
| New | HELLO GROUP INCads | $87,375,400 | – | 9,730,000 | +100.0% | 9.60% | – | |
| FB | New | META PLATFORMS INCcl a | $48,136,000 | – | 400,000 | +100.0% | 5.29% | – |
| YY | New | JOYY INC | $34,749,000 | – | 1,100,000 | +100.0% | 3.82% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $19,137,500 | – | 250,000 | +100.0% | 2.10% | – |
| MANU | New | MANCHESTER UTD PLC NEWord cl a | $9,332,000 | – | 400,000 | +100.0% | 1.02% | – |
| YMM | New | FULL TRUCK ALLIANCE CO LTDsponsored ads | $3,200,000 | – | 400,000 | +100.0% | 0.35% | – |
| LX | New | LEXINFINTECH HLDGS LTDadr | $950,000 | – | 500,000 | +100.0% | 0.10% | – |
| FTCH | New | FARFETCH LTDord sh cl a | $946,000 | – | 200,000 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALIBABA GROUP HLDG LTD | 4 | Q3 2023 | 35.8% |
| DAQO NEW ENERGY CORP | 4 | Q3 2023 | 17.7% |
| HELLO GROUP INC | 4 | Q3 2023 | 9.6% |
| PDD HOLDINGS INC | 2 | Q2 2023 | 15.0% |
| ALIBABA GROUP HLDG LTD | 2 | Q3 2023 | 13.0% |
| PDD HOLDINGS INC | 2 | Q2 2023 | 7.3% |
| JOYY INC | 2 | Q1 2023 | 3.8% |
| TAIWAN SEMICONDUCTOR MFG LTD | 2 | Q3 2023 | 3.3% |
| META PLATFORMS INC | 1 | Q4 2022 | 30.4% |
| QUALCOMM INC | 1 | Q3 2023 | 16.7% |
View Alpine Investment Management Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR/A | 2023-05-15 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
View Alpine Investment Management Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.