“顶级大佬”最新持仓曝光！桥水建仓特斯拉抛黄金，景林大幅减持拼多多B站，索罗斯新进百度唯品会

华尔街见闻2021-05-15

随着13F报告的披露，顶级大佬们的最新持仓逐一曝光。桥水一季度新进特斯拉3.7万股，增持股份数前三位福特汽车、陆金所和可口可乐，两大银行富国和美银增持位居前十；减持前两位黄金ETF IAU和新兴市场ETF EEM，通用电气和新东方减持股份居前。索罗斯基金一季度新增持股前五位有三只中概：唯品会、腾讯音乐和爱奇艺，建仓百度，清仓新兴市场ETF EEM。在去年四季度刚翻倍增持拼多多至第一重仓股的景林，在...

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第一桶小米米
2021-05-18
第一桶小米米
和高瓴异曲同工
海星辰
2021-05-16
海星辰
Soros进百度，机会来了
正气之风
2021-05-16
正气之风
索罗斯建仓是为了做空吧？

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EEM。在去年四季度刚翻倍增持拼多多至第一重仓股的景林，在吃到拼多多的翻倍涨幅后，一季度果断过半减持。前十大重仓股中，还有中通快递、网易、360digitech、京东等中概股。其中获得增持的有网易、360digitech和京东。下面，让我们来具体看看他们的最新操作。01桥水增持福特陆金所，减持新东方、黄金本周五公布的13F报告显示，桥水基金一季度新进持有特斯拉3.706万股，市值2475万美元。当季桥水增持股票数量的前三位个股分别是福特汽车（F）、陆金所（LU）、可口可乐（KO），当季分别较去年四季度增持160万股、151万股和141万股，增持第四和第五位的富国银行（WFC）和江森自控（JCI）分别被增持逾68万股和63万股。紧随其后的是宝洁（PG）和沃尔玛（WMT），其持仓分别增加逾52万和51万股，第八到第十位分别是杜邦（DD）、美国银行（BAC）和安德玛（UAA），分别增持逾46万股、43万股和42万股。以持仓股份的市值来看，宝洁的增长最多，一季度持仓市值较四季度增加超过6085万美元，第二到第四位劳氏公司（LOW）、可口可乐和宝洁分别增逾5536万美元、5027万美元和4398万美元，其他个股持仓市值均增长不到4000万美元。在减持方面，抛售股份数最多的是黄金ETF iShares Gold Trust（IAU），当季减持664万股，其次是减持341万股的新兴市场ETF iShares MSCI Emerging Markets ETF （EEM），减持均超过200万股的投资发达国家股市的ETF Vanguard Developed Markets Index Fund ETF（VEA）和新兴市场股市 ETF Vanguard Emerging Markets Stock Index Fund ETF（VWO）位居第三和第四。新兴市场ETF iShares Core MSCI Emerging Markets ETF（IEMG）、投资欧亚澳和远东股市的两只ETF iShares MSCI EAFE ETF（EFA）和iShares Core MSCI EAFE ETF（IEFA）以及全球最大黄金ETF SPDR Gold Trust（GLD）均被减持超过100万股，第九和第十位通用电气（GE）和新东方（EDU）分别被减持将近90万和73万股，它们也是减持股份数最多的两只上市企业股。从市值看，GLD市值减少2.55亿美元降幅最大。分板块看，在增持个股中，一季度占比最大的板块是必需消费品和非必需消费品，其次是金融，减持板块中，科技占比最多，其次是电信服务。02索罗斯建仓百度唯品会，增持腾讯音乐爱奇艺13F报告显示，索罗斯基金一季度建仓做多唯品会（VIPS）155万股，市值逾4640万美元。除了唯品会，索罗斯基金还新进建仓了百度将近35.4万股，市值近7697万美元。按新增股份数看，唯品会当季排第三位，第一位是传媒巨头维亚康姆（VIAC），当季被增持431万股，市值1.94亿美元，第二和第四位的腾讯音乐（TME）和爱奇艺（IQ）分别增持165万股和102万股，市值分别超过3383万和1694万美元。房地产商霍顿（DHI）被增持逾70万股，市值1.37亿美元位居市值增幅第二，线上住房交易平台Opendoor Technologies（OPEN）被增持近70万股，市值逾1480万美元，其他个股增持均不超过50万股。索罗斯基金一季度有五只清仓的个股也是当季减持股份的前五名。其中位居第一的Palantir（PLTR）被清仓1846万股，市值逾4.34亿美元，第二位的保险科技公司SelectQuote（SLQT）有556万股，市值1.15亿美元，第三和第五位分别是消费者网络安全公司NortonLifeLock（NLOK）和房地产投资信托AGNC Investment（AGNC），分别被清仓338万和137万股，市值分别超过7020万和2138万美元。减持股份第四位是新兴市场ETF iShares MSCI Emerging Markets ETF （EEM），其被清仓去年第四季度所持的251万股，市值将近1.3亿美元。分板块看，索罗斯一季度增持占比最大的板块和桥水一样，前两位是必需消费品非必需消费品，金融位居第三，减持科技最多。03景林大幅减持拼多多，第一重仓股退位增持网易、360digitech和京东根据美国证监会披露的持仓数据显示，截至2021年一季末，景林资产在美股合计持有34家企业，持有市值为23.63亿美元（近人民币152亿元），相较于去年末的43.5亿美元持仓降幅也近50%。中国基金报分析，本次披露的美股持仓数据有较大幅度下降，除了仓位减持，主要原因在于景林把不少持仓挪到港股来。在去年四季度刚翻倍增持拼多多至第一重仓股的景林，在吃到拼多多的翻倍涨幅后，一季度果断过半减持。一季报显示，景林资产在美股的重仓股中，一季度减持拼多多近378万股至261.8万股，季末持有市值3.5亿美元，拼多多也从景林资产的第一重仓股掉落至第二重仓股。图片来源：中国基金报景林资产第一季度美股前十大重仓股持仓近21亿美元，占整个每股仓位的近90%。除了上述拼多多，景林前十大重仓股中，还有中通快递、网易、360digitech、京东等中概股。其中获得增持的有网易、360digitech和京东。而中通快递则遭到287万股的减持，最新持有仓位1070万股，为第四大重仓股。值得注意的是，前十大重仓股中，中通快递和京东均也在港股上市，不排除景林资产将仓位转移至港股的可能性。去年底景林的第十大重仓股b站则惨遭大幅减持，从超181万股的持股减持至最新的33.72万股。星标华尔街见闻，好内容不错过","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":195797069,"gmtCreate":1621313708951,"gmtModify":1621313708951,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3561942414626485","authorIdStr":"3561942414626485"},"htmlText":"和高瓴异曲同工","listText":"和高瓴异曲同工","text":"和高瓴异曲同工","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195797069","repostId":2135986509,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":192053294,"gmtCreate":1621132276218,"gmtModify":1634193879562,"author":{"id":"3557309240677406","authorId":"3557309240677406","name":"海星辰","avatar":"https://static.tigerbbs.com/516c3206ce72ee8a8f229024e23323ea","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3557309240677406","authorIdStr":"3557309240677406"},"htmlText":"Soros进百度，机会来了","listText":"Soros进百度，机会来了","text":"Soros进百度，机会来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192053294","repostId":2135986509,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":196448439,"gmtCreate":1621102880321,"gmtModify":1621102880321,"author":{"id":"3518090971075043","authorId":"3518090971075043","name":"正气之风","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3518090971075043","authorIdStr":"3518090971075043"},"htmlText":"索罗斯建仓是为了做空吧？","listText":"索罗斯建仓是为了做空吧？","text":"索罗斯建仓是为了做空吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196448439","repostId":2135986509,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":3,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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