高瓴二季度新进滴滴、BOSS直聘，百济神州仍为第一重仓股

阿尔法工场2021-08-17

8月17日，高瓴旗下专注于海外二级市场投资的基金管理人主体HHLR Advisor公布了2021年二季度美股13F持仓数据。高瓴二季度前十大重仓股中一半为中概股，分别是百济神州（BGNE.US）、拼多多（PDD.US）、爱奇艺（IQ.US）、天境生物（IMAB.US）以及京东（JD.US）。从二季度持仓来看，生物医药仍是高瓴重点布局板块。其中，百济神州为高瓴二季度第一重仓股。值得注意的是，在...

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youy
2021-08-17
youy
感觉心情没那么差了

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