桥水二季度大举增持英伟达，加仓谷歌、微软、Meta，清仓阿里等中概股_老虎社区_美港股上老虎

桥水二季度大举增持英伟达，加仓谷歌、微软、Meta，清仓阿里等中概股

老虎资讯综合2025-08-14

8月14日，桥水基金公布了截至今年6月30日的二季度持仓报告（13F），大幅增持英伟达约439万股（增幅154.37%），增持谷歌256万股（增幅84.08%）、微软91万股（增幅111.88%）。此外，公司新建仓Arm、Lyft等股票，清仓阿里巴巴、拼多多、百度、京东等中概股。截至今年6月30日，桥水基金总规模为248亿美元，环比增14.81%。

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