Titelia

Holdings of Alpine Investment Management Ltd

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Net assets
-
Positions
10 in 2 countries
Top ten
100.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Full Truck Alliance Co Ltd 11,050,00091.7M $
2Alibaba Group Holding Ltd 523,27065.6M $
3Lufax Holding Ltd 12,404,00023.2M $
4PDD Holdings Inc 94,3369.6M $
5JOYY Inc 65,5473.8M $
6Meta Platforms Inc 6,4203.7M $
7NVIDIA Corp 20,5003.6M $
8Micron Technology Inc 7,7002.6M $
9Hello Group Inc 233,2341.3M $
10Lumentum Holdings Inc 950667.6K $

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Sector breakdown

  • Consumer discretionary 36.6 %
  • Technology 3.3 %
  • Communication 1.8 %
  • Unattributed 58.3 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 84.1 %
  • Cayman Islands 15.9 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States8173.1M $84.05 %
2Cayman Islands232.8M $15.95 %
Cite this page

Titelia. "Holdings of Alpine Investment Management Ltd". https://titelia.com/en/funds/US13F1964631