Alpine Investment Management Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Alpine Investment Management Ltd disclosed 5 US equity positions worth $150.7m in its Q3 2024 13F filing. The largest position was ZTO at 32.9% of the reported book, followed by YMM and NXT.
What did Alpine Investment Management Ltd own in Q3 2024? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 32.9% | $49.5m | 2,000,000 | – | |
| 2 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 27.3% | $41.1m | 4,561,762 | – | |
| 3 | NXT NEXTRACKER INC | Technology | 16.7% | $25.2m | 673,540 | – | |
| 4 | MOMO HELLO GROUP INC | Communication Services | 16.2% | $24.5m | 3,215,000 | – | |
| 5 | MU MICRON TECHNOLOGY INC | Technology | 6.9% | $10.4m | 100,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.