Alpine Investment Management Ltd
HONG KONG K3 · SEC CIK 0001964631
$4.01亿2026Q1 申报市值
13持仓数
98.8%前十大占比 · 第一大 22.9%
5 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BABA 加仓+$4,823.56万
YMM 加仓+$2,992.32万
LUFAX HOLDING LT 加仓+$803.63万
META 新建仓+$367.31万
MU 新建仓+$260.14万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$2,527.06万
JOYY 减仓-$2,515.17万
PDD 减仓-$2,164.81万
WB 清仓-$394.49万
2026Q1 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 | $9,171.50万 | 22.88% | 11,050,000 | 3,605,200 | 48.4% | $2,992.32万 | 加仓 |
| — | PDD HOLDINGS INC 看涨期权 | $7,663.50万 | 19.12% | 7,500 | -850 | -10.2% | -$868.53万 | 减仓 |
| — | ALIBABA GROUP HLDG LTD 看跌期权 | $6,586.65万 | 16.43% | 5,250 | 2,500 | 90.9% | $3,136.50万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $6,564.95万 | 16.38% | 523,270 | 384,470 | 277.0% | $4,823.56万 | 加仓 |
| — | SANDISK CORP 看跌期权 | $5,241.56万 | 13.08% | 825 | 825 | — | $5,241.56万 | 新建仓 |
| — | LUFAX HOLDING LTD | $2,319.55万 | 5.79% | 12,404,000 | 4,297,500 | 53.0% | $803.63万 | 加仓 |
| PDD | PDD HOLDINGS INC | $963.93万 | 2.40% | 94,336 | -211,862 | -69.2% | -$2,164.81万 | 减仓 |
| JOYY | JOYY INC | $382.73万 | 0.95% | 65,547 | -430,753 | -86.8% | -$2,515.17万 | 减仓 |
| META | META PLATFORMS INC | $367.31万 | 0.92% | 6,420 | 6,420 | — | $367.31万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $357.52万 | 0.89% | 20,500 | -144,900 | -87.6% | -$2,527.06万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $260.14万 | 0.65% | 7,700 | 7,700 | — | $260.14万 | 新建仓 |
| MOMO | HELLO GROUP INC | $134.34万 | 0.34% | 233,234 | 233,234 | — | $134.34万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $66.76万 | 0.17% | 950 | 950 | — | $66.76万 | 新建仓 |
| — | ADVANCED MICRO DEVICES INC 看跌期权 | $0 | 0.00% | 0 | -1,250 | -100.0% | -$2,677.00万 | 清仓 |
| WB | WEIBO CORP | $0 | 0.00% | 0 | -386,000 | -100.0% | -$394.49万 | 清仓 |