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AIM

Alpine Investment Management Portfolio holdings

AUM $401M
1-Year Est. Return 17.09%
This Fund
S&P 500
This Quarter Est. Return
+9.36%
1 Year Est. Return
-17.09%
3 Year Est. Return
-37.36%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$507M
AUM Growth
–
Cap. Flow
+$496M
Cap. Flow %
97.79%
Top 10 Hldgs %
99.91%
Holding
11
New
11
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$146M
2
DQ
Daqo New Energy
DQ
+$132M
3
MOMO
Hello Group
MOMO
+$28.8M
4
META icon
Meta Platforms (Facebook)
META
+$23.5M
5
JOYY
JOYY Inc
JOYY
+$15.9M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 32.14%
2 Technology 22.68%
3 Communication Services 17.71%
4 Financials 0.09%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BABA icon
1
Alibaba
BABA
$293B
$163M 32.14%
+1,850,000
New +$146M
META icon
2
CALL
Meta Platforms (Facebook)
META
$1.42T
$138M 27.29%
+1,150,000
New +$135M
DQ
3
Daqo New Energy
DQ
$823M
$104M 20.48%
+2,689,543
New +$132M
MOMO
4
Hello Group
MOMO
$885M
$43.7M 8.62%
+4,865,000
New +$28.8M
META icon
5
Meta Platforms (Facebook)
META
$1.42T
$24.1M 4.75%
+200,000
New +$23.5M
JOYY
6
JOYY Inc
JOYY
$3.71B
$17.4M 3.43%
+550,000
New +$15.9M
ATVI
7
DELISTED
Activision Blizzard
ATVI
$9.57M 1.89%
+125,000
New +$9.28M
MANU icon
8
Manchester United
MANU
$3.97B
$4.67M 0.92%
+200,000
New +$3.35M
YMM icon
9
Full Truck Alliance
YMM
$9.85B
$1.6M 0.32%
+200,000
New +$1.37M
LX
10
LexinFintech Holdings
LX
$241M
$475K 0.09%
+250,000
New +$418K
FTCH
11
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
$473K 0.09%
+100,000
New +$697K

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Alpine Investment Management's Q4 2022 Portfolio in Review

Q4 2022 is the first quarter with a 13F filing on record for Alpine Investment Management, which disclosed 11 positions worth $507M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Alibaba: 1,850,000 shares worth $163M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 32% of assets, followed by Technology and Communication Services.

  • Alpine Investment Management's largest Q4 2022 buy was Alibaba: 1,850,000 shares worth $163M.
  • Alpine Investment Management's ten largest holdings make up 100% of its $507M portfolio in Q4 2022.
  • Alpine Investment Management disclosed 11 positions in Q4 2022, its first 13F filing on record.

Based on Alpine Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.