Alpine Investment Management Ltd — 13F Holdings & Portfolio
CIK 1964631 · latest 13F-HR filed 2026-08-14
Alpine Investment Management Ltd manages $411.2M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are YMM (33.99%), PDD (30.82%), LITE (10.17%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions and exited 4; 5 existing positions rose in reported value and 1 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 26, 2026.
SUITE 400
PALM BEACH, FL 33480-4334
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BLAKE, PARKER, D Control | DIRECTOR OF OPERATIONS since May 2024 | Less than 5% | Individual |
| COAN, STEPHEN, SAMUEL Control | DIRECTOR since Jan 2016 | Less than 5% | Individual |
| D'ONOFRIO, ANGELA Control | CONTROLLER since Jul 2025 | Less than 5% | Individual |
| JALIL, JAMES, P. Control | DIRECTOR since Jan 2015 | Less than 5% | Individual |
| MARZULLO, CHRISTIAN Control | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER since Feb 2025 | Less than 5% | Individual |
| MASON, TODD, J. Control | DEPUTY COMPLIANCE OFFICER since Feb 2025 | Less than 5% | Individual |
| ZOELLNER, ROBERT, EMIL Control | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR since Jan 2015 | Less than 5% | Individual |
| ZOELLNER, VICTORIA, E. Control | CHAIRMAN, DIRECTOR since Jan 2015 | 75% or more | Individual |
Ownership & leadership changes · 8 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedPOST, NEAL · CFO · Less than 5% · control person · listed since Jan 2019
- AddedD'ONOFRIO, ANGELA · CONTROLLER · Less than 5% · control person
- No longer listedSMIRCICH, MICHAEL, C · DIRECTOR OF OPERATIONS · Less than 5% · control person · listed since Jan 2015
- AddedBLAKE, PARKER, D · DIRECTOR OF OPERATIONS · Less than 5% · control person
- AddedMARZULLO, CHRISTIAN · CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedMASON, TODD, J. · title CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER → DEPUTY COMPLIANCE OFFICER
- No longer listedFIORELLO, FRANK, JOSEPH · CHIEF INFORMATION OFFICER · Less than 5% · control person · listed since Jan 2014
- No longer listedTENEBRUSO, MICHAEL, ANTHONY · CO-CHIEF INVESTMENT OFFICER, DIRECTOR · Less than 5% · control person · listed since Jan 2015
- ChangedZOELLNER, ROBERT, EMIL · title CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER, DIRECTOR → CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR
- No longer listedPOST, GERALD, JAY · CFO · Less than 5% · control person · listed since Jul 2004
- AddedPOST, NEAL · CFO · Less than 5% · control person
- AddedCOAN, STEPHEN, SAMUEL · DIRECTOR · Less than 5% · control person
- AddedJALIL, JAMES, P. · DIRECTOR · Less than 5% · control person
- ChangedMASON, TODD, J. · title CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER
- ChangedSMIRCICH, MICHAEL, C · title CHIEF OPERATIONS OFFICER → DIRECTOR OF OPERATIONS
- ChangedTENEBRUSO, MICHAEL, ANTHONY · title CO-CHIEF INVESTMENT OFFICER → CO-CHIEF INVESTMENT OFFICER, DIRECTOR
- ChangedZOELLNER, ROBERT, EMIL · title CO-CHIEF INVESTMENT OFFICER → CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER, DIRECTOR
- ChangedZOELLNER, VICTORIA, E. · title PRESIDENT → CHAIRMAN, DIRECTOR
- AddedTENEBRUSO, MICHAEL, ANTHONY · CO-CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ChangedFIORELLO, FRANK, JOSEPH · title CHIEF TRADING OFFICER → CHIEF INFORMATION OFFICER
- ChangedZOELLNER, ROBERT, EMIL · title CHIEF PORTFOLIO OFFICER → CO-CHIEF INVESTMENT OFFICER
- ListedFIORELLO, FRANK, JOSEPH · CHIEF TRADING OFFICER · Less than 5% · control person
- ListedMASON, TODD, J. · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedPOST, GERALD, JAY · CFO · Less than 5% · control person
- ListedSMIRCICH, MICHAEL, C · CHIEF OPERATIONS OFFICER · Less than 5% · control person
- ListedZOELLNER, ROBERT, EMIL · CHIEF PORTFOLIO OFFICER · Less than 5% · control person
- ListedZOELLNER, VICTORIA, E. · PRESIDENT · 75% or more · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- PDD HOLDINGS INC$117.1M +1214.9%
- FULL TRUCK ALLIANCE CO LTD$48.0M +52.4%
- LUMENTUM HLDGS INC$41.2M +6164.9%
- NVIDIA CORPORATION$18.4M +513.4%
- HELLO GROUP INC$13.0M +965.0%
New Positions
- TENCENT MUSIC ENTMT GROUP$20.2M
- PDD HOLDINGS INC$19.1M
- QFIN HOLDINGS INC$9.0M
Exited Positions
- ALIBABA GROUP HLDG LTD$65.6M
- JOYY INC$3.8M
- META PLATFORMS INC$3.7M
- MICRON TECHNOLOGY INC$2.6M
Alpine Investment Management Ltd Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | FULL TRUCK ALLIANCE CO LTD | YMM | 35969L108 | $139.7M | 33.99% | 17,210,388 | SH |
| 2 | PDD HOLDINGS INC | PDD | 722304102 | $126.7M | 30.82% | 1,661,600 | SH |
| 3 | LUMENTUM HLDGS INC | LITE | 55024U109 | $41.8M | 10.17% | 48,745 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $21.9M | 5.33% | 109,600 | SH |
| 5 | TENCENT MUSIC ENTMT GROUP | TME | 88034P109 | $20.2M | 4.91% | 2,418,198 | SH |
| 6 | PDD HOLDINGS INC | PDD | 722304902 | $19.1M | 4.64% | 2,500 | SH |
| 7 | LUFAX HOLDING LTD | LU | 54975P201 | $18.4M | 4.47% | 13,939,985 | SH |
| 8 | HELLO GROUP INC | MOMO | 423403104 | $14.3M | 3.48% | 2,466,700 | SH |
| 9 | QFIN HOLDINGS INC | QFIN | 88557W101 | $9.0M | 2.18% | 567,781 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $411.2M | 9 | 0001964631-26-000004 |
| 2026-03-31 | 2026-05-15 | $400.8M | 13 | 0001964631-26-000003 |
| 2025-12-31 | 2026-02-13 | $384.4M | 10 | 0001964631-26-000002 |
| 2025-09-30 | 2025-11-13 | $295.4M | 5 | 0001964631-25-000008 |
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