Alpine-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JOYY",
  null,
  "ZGN",
  null,
  null,
  null,
  null,
  "TSM",
  "MOMO",
  "WB"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 10
Total Value: 455850902
Accession Number: 0001964631-25-000005
Form Type: 13F-HR
CIK: alpine-investment-management
Manager Name: Alpine-Investment-Management

Data Enrichment

50% identified

5 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

10 positions • $455.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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874039900

Shares:9.5K

Value:$157.7M

% of Portfolio:34.6% ($157.7M/$455.9M)

722304902

Shares:11.0K

Value:$130.2M

% of Portfolio:28.6% ($130.2M/$455.9M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:275.0K

Value:$45.6M

% of Portfolio:10.0% ($45.6M/$455.9M)

JOYY Inc.

JOYY|46591M109

Shares:1.0M

Value:$42.0M

% of Portfolio:9.2% ($42.0M/$455.9M)

01609W902

Shares:2.0K

Value:$26.4M

% of Portfolio:5.8% ($26.4M/$455.9M)

594972958

Shares:600

Value:$17.3M

% of Portfolio:3.8% ($17.3M/$455.9M)

874039950

Shares:1.0K

Value:$16.6M

% of Portfolio:3.6% ($16.6M/$455.9M)

Ermenegildo Zegna N.V.

ZGN|N30577105

Shares:1.4M

Value:$10.2M

% of Portfolio:2.2% ($10.2M/$455.9M)

Hello Group Inc.

MOMO|423403104

Shares:1.6M

Value:$9.8M

% of Portfolio:2.1% ($9.8M/$455.9M)

WEIBO Corp

WB|948596101

Shares:2.7K

Value:$25.3K

% of Portfolio:0.0% ($25.3K/$455.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip874039900)✕	9.5K	QoQ +533.33% (+8.0K) YoY NEW(+9.5K)	All Managers (Combined)	$157.7M	34.6% ($157.7M/$455.9M)	QoQ +432.34% (+$128.1M) YoY NEW(+$157.7M)
(cusip722304902)✕	11.0K	QoQ +4.76% (+500) YoY NEW(+11.0K)	All Managers (Combined)	$130.2M	28.6% ($130.2M/$455.9M)	QoQ +27.83% (+$28.3M) YoY NEW(+$130.2M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	275.0K	QoQ +83.33% (+125.0K) YoY -15.38% (-50.0K)	All Managers (Combined)	$45.6M	10.0% ($45.6M/$455.9M)	QoQ +54.10% (+$16.0M) YoY +3.24% (-$1.4M)
JOYY Inc.(JOYYcusip46591M109)	1.0M	QoQ NEW(+1.0M) YoY NEW(+1.0M)	All Managers (Combined)	$42.0M	9.2% ($42.0M/$455.9M)	QoQ NEW(+$42.0M) YoY NEW(+$42.0M)
(cusip01609W902)✕	2.0K	QoQ -50.00% (-2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$26.4M	5.8% ($26.4M/$455.9M)	QoQ -22.02% (-$7.5M) YoY NEW(+$26.4M)
(cusip594972958)✕	600	QoQ +300.00% (+450) YoY NEW(+600)	All Managers (Combined)	$17.3M	3.8% ($17.3M/$455.9M)	QoQ +298.13% (+$13.0M) YoY NEW(+$17.3M)
(cusip874039950)✕	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$16.6M	3.6% ($16.6M/$455.9M)	QoQ NEW(+$16.6M) YoY NEW(+$16.6M)
Ermenegildo Zegna N.V.(ZGNcusipN30577105)	1.4M	QoQ +60.04% (+516.1K) YoY NEW(+1.4M)	All Managers (Combined)	$10.2M	2.2% ($10.2M/$455.9M)	QoQ +43.38% (+$3.1M) YoY NEW(+$10.2M)
Hello Group Inc.(MOMOcusip423403104)	1.6M	QoQ -37.95% (-948.8K) YoY -55.47% (-1.9M)	All Managers (Combined)	$9.8M	2.1% ($9.8M/$455.9M)	QoQ -49.21% (-$9.5M) YoY -54.76% (-$11.8M)
WEIBO Corp(WBcusip948596101)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$25.3K	0.0% ($25.3K/$455.9M)	QoQ NEW(+$25.3K) YoY NEW(+$25.3K)