Alpine Investment Management Ltd
HONG KONG K3 · SEC CIK 0001964631
$4.11亿2026Q2 申报市值
9持仓数
100.0%前十大占比 · 第一大 34.0%
3 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PDD 加仓+$1.20亿
YMM 加仓+$5,002.24万
LITE 加仓+$4,101.10万
TME 新建仓+$2,019.20万
PDD HOLDINGS INC 新建仓+$1,907.00万
2026Q2 卖出最多 按季末市值估算
BABA 清仓-$6,564.95万
JOYY 清仓-$382.73万
META 清仓-$367.31万
MU 清仓-$260.14万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| YMM | FULL TRUCK ALLIANCE CO LTD | $1.40亿 | 33.99% | 17,210,388 | 6,160,388 | 55.8% | $5,002.24万 | 加仓 |
| PDD | PDD HOLDINGS INC | $1.27亿 | 30.82% | 1,661,600 | 1,567,264 | 1,661.4% | $1.20亿 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $4,182.61万 | 10.17% | 48,745 | 47,795 | 5,031.1% | $4,101.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,192.99万 | 5.33% | 109,600 | 89,100 | 434.6% | $1,782.80万 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $2,019.20万 | 4.91% | 2,418,198 | 2,418,198 | — | $2,019.20万 | 新建仓 |
| — | PDD HOLDINGS INC | $1,907.00万 | 4.64% | 2,500 | 2,500 | — | $1,907.00万 | 新建仓 |
| — | LUFAX HOLDING LTD | $1,840.08万 | 4.47% | 13,939,985 | 1,535,985 | 12.4% | $202.75万 | 加仓 |
| MOMO | HELLO GROUP INC | $1,430.69万 | 3.48% | 2,466,700 | 2,233,466 | 957.6% | $1,295.41万 | 加仓 |
| QFIN | QFIN HOLDINGS INC | $897.66万 | 2.18% | 567,781 | 567,781 | — | $897.66万 | 新建仓 |
| — | PDD HOLDINGS INC 看涨期权 | $0 | 0.00% | 0 | -7,500 | -100.0% | -$7,663.50万 | 清仓 |
| — | ALIBABA GROUP HLDG LTD 看跌期权 | $0 | 0.00% | 0 | -5,250 | -100.0% | -$6,586.65万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -523,270 | -100.0% | -$6,564.95万 | 清仓 |
| — | SANDISK CORP 看跌期权 | $0 | 0.00% | 0 | -825 | -100.0% | -$5,241.56万 | 清仓 |
| JOYY | JOYY INC | $0 | 0.00% | 0 | -65,547 | -100.0% | -$382.73万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -6,420 | -100.0% | -$367.31万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -7,700 | -100.0% | -$260.14万 | 清仓 |