Alpine Investment Management Ltd
Alpine Investment Management Ltd reported 9 holdings worth US$411M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Alpine Investment Management Ltd reported 9 holdings worth US$411M as of Jun 30, 2026. Largest: Lumentum Holdings Inc., Nvidia Corporation and Tencent Music Entertainment Group Class A. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 9
- Value as reported
- US$411M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Lumentum Holdings Inc. | 48,745 | US$41.8M | 10.2% |
| Nvidia Corporation | 110K | US$21.9M | 5.3% |
| Tencent Music Entertainment Group Class A | 2.42M | US$20.2M | 4.9% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Micron Technology, Inc. | 0 | US$0 | 0.00% |