We are live on ! Find out more
AIM

Alpine Investment Management Portfolio holdings

AUM $401M
1-Year Est. Return 17.09%
This Fund
S&P 500
This Quarter Est. Return
-1.81%
1 Year Est. Return
-17.09%
3 Year Est. Return
-37.36%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$868M
AUM Growth
+$377M
Cap. Flow
-$180M
Cap. Flow %
-20.79%
Top 10 Hldgs %
96.86%
Holding
22
New
11
Increased
1
Reduced
2
Closed
8

Top Buys

Rank Stock Value
1
PDD icon
Pinduoduo
PDD
+$75.3M
2
YMM icon
Full Truck Alliance
YMM
+$21.3M
3
MU icon
Micron Technology
MU
+$15.8M
4
ARRY icon
Array Technologies
ARRY
+$12.4M
5
BEKE icon
KE Holdings
BEKE
+$9.08M

Top Sells

Rank Stock Value
1
DQ
Daqo New Energy
DQ
+$39.8M
2
ZTO icon
ZTO Express
ZTO
+$28.7M
3
QCOM icon
Qualcomm
QCOM
+$18.1M
4
BABA icon
Alibaba
BABA
+$11M
5
FYBR
Frontier Communications
FYBR
+$5.07M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 17.71%
2 Technology 12.56%
3 Communication Services 2.49%
4 Real Estate 1.03%
5 Materials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
1
CALL
Invesco QQQ Trust
QQQ
$453B
$555M 63.94%
+12,500
New +$5.36M
BABA icon
2
Alibaba
BABA
$293B
$77.8M 8.96%
1,075,000
-150,000
-12% -$11M
PDD icon
3
Pinduoduo
PDD
$126B
$66.8M 7.7%
+575,000
New +$75.3M
TSM icon
4
TSMC
TSM
$2.1T
$44.2M 5.09%
325,000
+50,000
+18% +$6.21M
YMM icon
5
Full Truck Alliance
YMM
$9.85B
$23.2M 2.67%
+3,187,495
New +$21.3M
MOMO
6
Hello Group
MOMO
$885M
$21.6M 2.49%
3,484,229
-15,771
-0.5% -$100K
MU icon
7
Micron Technology
MU
$930B
$20.6M 2.38%
+175,000
New +$15.8M
ARRY icon
8
Array Technologies
ARRY
$803M
$13.4M 1.55%
+900,000
New +$12.4M
BKNG icon
9
Booking.com
BKNG
$149B
$9.07M 1.04%
+62,500
New +$8.91M
AMD icon
10
PUT
Advanced Micro Devices
AMD
$776B
$9.02M 1.04%
+500
New +$87.4K
BEKE icon
11
KE Holdings
BEKE
$18.7B
$8.92M 1.03%
+650,000
New +$9.08M
JKS
12
JinkoSolar
JKS
$793M
$7.56M 0.87%
+300,000
New +$8.24M
VALE icon
13
Vale
VALE
$64.1B
$6.7M 0.77%
+550,000
New +$7.42M
FUTU icon
14
Futu Holdings
FUTU
$14.7B
$4.04M 0.47%
+74,546
New +$3.84M
BKNG icon
15
PUT
Booking.com
BKNG
$149B
– –
-2,500
Closed -$35.5M
DQ
16
Daqo New Energy
DQ
$823M
– –
-1,495,681
Closed -$39.8M
FYBR
17
DELISTED
Frontier Communications
FYBR
– –
-200,000
Closed -$5.07M
KWEB icon
18
KraneShares CSI China Internet ETF
KWEB
$5.64B
– –
-175,000
Closed -$4.72M
QCOM icon
19
Qualcomm
QCOM
$155B
– –
-125,000
Closed -$18.1M
QQQ icon
20
PUT
Invesco QQQ Trust
QQQ
$453B
– –
-5,000
Closed -$205M
ZTO icon
21
ZTO Express
ZTO
$18.3B
– –
-1,350,000
Closed -$28.7M
KFYP
22
PUT
DELISTED
KraneShares CICC China Leaders 100 Index ETF
KFYP
– –
-2,500
Closed -$6.75M

Similar funds

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
TGV
TRV GP V Boston, Massachusetts $401M AUM 284.76% 1-Year Est. Return
BLC
Brown, Lisle/Cummings Providence, Rhode Island $400M AUM 18.79% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
BC
Bridgefront Capital Austin, Texas $402M AUM 18.17% 1-Year Est. Return

Alpine Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, Alpine Investment Management held 22 positions worth $868M, up 77% from $491M the previous quarter. Its ten largest holdings account for 97% of the portfolio.

Alpine Investment Management withdrew a net $180M in Q1 2024, closing 8 positions and reducing 2 holdings. Its most notable exit was Daqo New Energy, an estimated $39.8M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 18% of assets, down from 19% a quarter earlier, followed by Technology and Communication Services.

Against the trend, Alpine Investment Management opened a new position in Pinduoduo worth $66.8M.

  • Alpine Investment Management's largest Q1 2024 buy was Pinduoduo: 575,000 shares worth $66.8M.
  • Alpine Investment Management added most to TSMC in Q1 2024, an estimated $6.21M increase.
  • Alpine Investment Management's biggest Q1 2024 reduction was Alibaba, cutting an estimated $11M.
  • Alpine Investment Management fully exited Daqo New Energy in Q1 2024, selling an estimated $39.8M.
  • Alpine Investment Management's ten largest holdings make up 97% of its $868M portfolio in Q1 2024.
  • Alpine Investment Management opened 11 new positions and closed 8 in Q1 2024.
  • Alpine Investment Management's portfolio value rose 77% quarter-over-quarter to $868M.

Based on Alpine Investment Management's 13F filing for Q1 2024, filed 14 May 2024.