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AIM
Alpine Investment Management Portfolio holdings
AUM
$411M
1-Year Est. Return
21.33%
This Fund
S&P 500
This Quarter
Est. Return
-7.08%
1 Year Est. Return
-21.33%
3 Year Est. Return
-33.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$354M
AUM Growth
-$18.1M
(-4.9%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
5.39%
Top 10 Holdings %
Top 10 Hldgs %
93.72%
Holding
18
New
10
Increased
1
Reduced
3
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pinduoduo
PDD
|
+$46.5M |
| 2 |
TSMC
TSM
|
+$29M |
| 3 |
Micron Technology
MU
|
+$22.9M |
| 4 |
Alibaba
BABA
|
+$11.8M |
| 5 |
KE Holdings
BEKE
|
+$11.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ZTO Express
ZTO
|
+$49.5M |
| 2 |
Full Truck Alliance
YMM
|
+$41.1M |
| 3 |
Nextpower Inc. Common Stock
NXT
|
+$25.2M |
| 4 |
MOMO
Hello Group
MOMO
|
+$5.08M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 55.81% |
| 2 | Technology | 19.71% |
| 3 | Consumer Discretionary | 15.98% |
| 4 | Communication Services | 5.45% |
| 5 | Real Estate | 2.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
CALL
Pinduoduo
PDD
$112B
| $102M | 28.8% |
10,500
-750
| -7% | -$87.3K |
|
|
2
Pinduoduo
PDD
$112B
| $38.8M | 10.97% |
+400,000
| New | +$46.5M |
|
|
3
CALL
Alibaba
BABA
$266B
| $33.9M | 9.59% |
+4,000
| New | +$378K |
|
|
4
CALL
TSMC
TSM
$2.16T
| $29.6M | 8.38% |
1,500
-1,000
| -40% | -$194K |
|
|
5
TSMC
TSM
$2.16T
| $29.6M | 8.38% |
+150,000
| New | +$29M |
|
|
6
PUT
KE Holdings
BEKE
$17.6B
| $27.6M | 7.81% |
+15,000
| New | +$309K |
|
|
7
Micron Technology
MU
$1.04T
| $27.4M | 7.74% |
325,000
+225,000
| +225% | +$22.9M |
|
|
MOMO
8
Hello Group
MOMO
$704M
| $19.3M | 5.45% |
2,500,000
-715,000
| -22% | -$5.08M |
|
9
Ciena
CIEN
$47.5B
| $12.7M | 3.6% |
+150,000
| New | +$10.8M |
|
|
10
Alibaba
BABA
$266B
| $10.6M | 3% |
+125,000
| New | +$11.8M |
|
|
11
KE Holdings
BEKE
$17.6B
| $10.1M | 2.87% |
+550,000
| New | +$11.3M |
|
12
Zegna
ZGN
$5B
| $7.1M | 2.01% |
+859,583
| New | +$7.02M |
|
13
PUT
Strategy Inc
MSTR
$49.6B
| $4.34M | 1.23% |
+150
| New | +$45.1K |
|
14
New Oriental
EDU
$8.86B
| $642K | 0.18% |
+10,000
| New | +$641K |
|
|
15
CALL
Micron Technology
MU
$1.04T
| – | – |
-2,500
| Closed | -$25.9M |
|
|
16
Nextpower Inc. Common Stock
NXT
$11.7B
| – | – |
-673,540
| Closed | -$25.2M |
|
|
17
Full Truck Alliance
YMM
$8.34B
| – | – |
-4,561,762
| Closed | -$41.1M |
|
|
18
ZTO Express
ZTO
$15.3B
| – | – |
-2,000,000
| Closed | -$49.5M |
|
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Alpine Investment Management's Q4 2024 Portfolio in Review
As of Q4 2024, Alpine Investment Management held 18 positions worth $354M, down 4.9% from $372M the previous quarter. Its ten largest holdings account for 94% of the portfolio.
Alpine Investment Management deployed $19.1M of net new capital in Q4 2024, opening 10 new positions and adding to 1 existing holding. Its largest new stake was Pinduoduo: 400,000 shares worth $38.8M.
By sector, the portfolio is most concentrated in Miscellaneous at 56% of assets, down from 59% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Hello Group, an estimated $5.08M trimmed.
- Alpine Investment Management's largest Q4 2024 buy was Pinduoduo: 400,000 shares worth $38.8M.
- Alpine Investment Management added most to Micron Technology in Q4 2024, an estimated $22.9M increase.
- Alpine Investment Management's biggest Q4 2024 reduction was Hello Group, cutting an estimated $5.08M.
- Alpine Investment Management fully exited ZTO Express in Q4 2024, selling an estimated $49.5M.
- Alpine Investment Management's ten largest holdings make up 94% of its $354M portfolio in Q4 2024.
- Alpine Investment Management opened 10 new positions and closed 4 in Q4 2024.
- Alpine Investment Management's portfolio value fell 4.9% quarter-over-quarter to $354M.
Based on Alpine Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.