ALPINE GLOBAL MANAGEMENT LLC
Q1 2023 Form 13-F
NEW YORK, NEW YORK
CIK 0001581655
· CRD 153062
· SEC-registered investment adviser
$257.4M Reported Value Total
GITTERMAN WEALTH MANAGEMENT, LLC reports 567 total accounts under management (AUM). There are 567 discretionary accounts valued at $555,681,551, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.Reported value
$257.4M
Quarter over quarter
+5.2%
Holdings
135
Top-10 concentration
68.1%
Filing Structure
Reports holdings for
- Alec Chapman (not a 13F filer in our records) · Q1 2023 – Q1 2023 · declared by one filing
Key People
Form ADV owners & control persons
Jeffrey Lewis Gitterman
MEMBER
Elias Stuart Rauch
MEMBER
Jennifer Anne Easley
DIRECTOR, OPERATIONS
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Q1 2023 13F record
Q1 2023 13F filing summary
| Period of report | March 31, 2023 |
|---|---|
| Filed | May 15, 2023 |
| Form | 13F-HR |
| Reported value | $257.4M |
| Positions | 135 |
| Change in reported value | -14.4% |
| New positions | 56 |
| Exited positions | 429 |
| Position turnover | 86.0% |
| Top-10 concentration | 68.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
232 | $615.4M |
|
Q1 2026 13F
Filed May 15, 2026
|
181 | $667.9M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
341 | $554.5M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
199 | $558.8M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
162 | $443.6M |
|
Q1 2025 13F
Filed May 15, 2025
|
130 | $377.7M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
212 | $412.2M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
160 | $413.1M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
462 | $575.0M |
|
Q1 2024 13F
Filed May 15, 2024
|
199 | $516.3M |
|
Q4 2023 13F
Filed Feb 12, 2024
|
190 | $366.1M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
158 | $433.6M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
203 | $363.3M |
|
Q1 2023 13F
Filed May 15, 2023
|
135 | $257.4M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
454 | $300.7M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
411 | $427.3M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
484 | $395.1M |
|
Q1 2022 13F
Filed May 13, 2022
|
430 | $441.7M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
768 | $680.3M |
|
Q3 2021 13F
Filed Nov 12, 2021
|
504 | $1.0B |
31 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | CLM CORNERSTONE STRATEGIC VALUE | $38.1M | 14.81% |
| 2 | FRCB FIRST REP BK SAN FRANCISCO C | $23.7M | 9.2% |
| 3 | IMVT IMMUNOVANT INC | $22.3M | 8.67% |
| 4 | HOOD ROBINHOOD MKTS INC | $20.9M | 8.14% |
| 5 | AAPL APPLE INC | $19.8M | 7.69% |
| 6 | CRF CORNERSTONE TOTAL RETURN FD | $18.9M | 7.36% |
| 7 | ACHR ARCHER AVIATION INC | $9.0M | 3.49% |
| 8 | ATVI ACTIVISION BLIZZARD INC | $7.7M | 3.01% |
| 9 | HZNP HORIZON THERAPEUTICS PUB L | $7.6M | 2.97% |
| 10 | MGI MONEYGRAM INTL INC | $7.2M | 2.79% |
| 11 | IWM ISHARES TR | $7.1M | 2.77% |
| 12 | LSXMA LIBERTY MEDIA CORP DEL | $5.6M | 2.17% |
| 13 | FHN FIRST HORIZON CORPORATION | $4.0M | 1.54% |
| 14 | KO COCA COLA CO | $3.5M | 1.37% |
| 15 | SIMO SILICON MOTION TECHNOLOGY CO | $3.3M | 1.27% |
| 16 | TSEM TOWER SEMICONDUCTOR LTD | $3.2M | 1.24% |
| 17 | FERG FERGUSON PLC NEW | $3.1M | 1.21% |
| 18 | ZLS XPAC ACQUISITION CORP | $3.1M | 1.18% |
| 19 | ACI ALBERTSONS COS INC | $2.8M | 1.09% |
| 20 | ROIV ROIVANT SCIENCES LTD | $2.2M | 0.86% |
Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.