大举减持阿里！超长期投资巨头最新持仓来了

中国基金报2021-10-21

英国超长期限投资巨头柏基日前向美国证监会（SEC）提交13F报告，报告显示，柏基大幅度减持了“心头好”阿里巴巴ADR。中概股中，B站哔哩哔哩也遭减持。不过，同期的港股信息披露显示，柏基在加仓美团和再鼎医药。美国证监会要求，管理他人资产规模超过1亿美元的投资机构需在每个季度末结束后45天内向美国证监会提交上一季末美股持仓报告。此次，柏基提交的是3季度末的美股持仓报告。狂砍阿里巴巴ADR 61% ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

MG黄
2021-10-22
MG黄
没办法，和国外大公司比，自^_^已经失去了竞争资本。半年市值只剩别人的零头。
哈喽神
2021-10-22
哈喽神
[开心]
60fe72a9
2021-10-22
60fe72a9
Zan
Youn7276
2021-10-22
Youn7276
阅
Miaw
2021-10-21
Miaw
Why
猛逃
2021-10-21
猛逃
中概股在美没前途，道不同不相为谋也[吃瓜]
- Youn7276:
  好
- 开心唠唠虎:
  👍
- 夜袭女儿国:
  远离中概股就是赚到

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2177432754?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/e62f8ab97654b9d4f235a7b85cd8647e","is_english":false,"pubTime":"2021-10-21 09:36","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2177432754","market":"sh","top_or_hot":-1,"title":"大举减持阿里！超长期投资巨头最新持仓来了","media":"中国基金报","content":"<div>\n<p>英国超长期限投资巨头柏基日前向美国证监会（SEC）提交13F报告，报告显示，柏基大幅度减持了“心头好”阿里巴巴ADR。中概股中，B站哔哩哔哩也遭减持。不过，同期的港股信息披露显示，柏基在加仓美团和再鼎医药。\n美国证监会要求，管理他人资产规模超过1亿美元的投资机构需在每个季度末结束后45天内向美国证监会提交上一季末美股持仓报告。此次，柏基提交的是3季度末的美股持仓报告。\n狂砍阿里巴巴ADR 61%\n...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110210806537d55ac6f&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大举减持阿里！超长期投资巨头最新持仓来了 </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大举减持阿里！超长期投资巨头最新持仓来了 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-21 09:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110210806537d55ac6f&s=b><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国超长期限投资巨头柏基日前向美国证监会（SEC）提交13F报告，报告显示，柏基大幅度减持了“心头好”阿里巴巴ADR。中概股中，B站哔哩哔哩也遭减持。不过，同期的港股信息披露显示，柏基在加仓美团和再鼎医药。\n美国证监会要求，管理他人资产规模超过1亿美元的投资机构需在每个季度末结束后45天内向美国证监会提交上一季末美股持仓报告。此次，柏基提交的是3季度末的美股持仓报告。\n狂砍阿里巴巴ADR 61%\n...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110210806537d55ac6f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BABA","symbol_name":"阿里巴巴","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110210806537d55ac6f&s=b","article_id":"2177432754","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/e62f8ab97654b9d4f235a7b85cd8647e"],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110210806537d55ac6f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2177432754","pubTimestamp":1634780201,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"英国超长期限投资巨头柏基日前向美国证监会提交13F报告，报告显示，柏基大幅度减持了“心头好”阿里巴巴ADR。此次，柏基提交的是3季度末的美股持仓报告。狂砍阿里巴巴ADR 61%令人倍感意外的是，3季度柏基大幅度减持阿里巴巴ADR，减持幅度高达61%。同期增持美团和再鼎医药不过，柏基并非无选择地减持互联网公司。港交所披露信息显示，7月28日，柏基显著增持了美团，斥资约19亿港元。投资者对长期限投资的接受度令他们惊喜。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"translate_title":"Reduce Ali in a big way! The latest position of ultra-long-term investment giants is coming","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/2de34f6d8287aec7a4ce2db5472faf0a","symbols_score_info":{"48397":0.9,"48453":0.9,"48454":0.9,"48457":0.9,"48459":0.9,"48469":0.9,"48473":0.9,"48475":0.9,"48476":0.9,"48477":0.9,"48515":0.9,"48566":0.9,"48580":0.9,"48622":0.9,"48624":0.9,"48628":0.9,"48678":0.9,"48710":0.9,"48711":0.9,"48713":0.9,"48733":0.9,"48757":0.9,"BABA":0.9,"09988":0.9},"content_text":"英国超长期限投资巨头柏基日前向美国证监会（SEC）提交13F报告，报告显示，柏基大幅度减持了“心头好”阿里巴巴ADR。中概股中，B站哔哩哔哩也遭减持。不过，同期的港股信息披露显示，柏基在加仓美团和再鼎医药。\n美国证监会要求，管理他人资产规模超过1亿美元的投资机构需在每个季度末结束后45天内向美国证监会提交上一季末美股持仓报告。此次，柏基提交的是3季度末的美股持仓报告。\n狂砍阿里巴巴ADR 61%\n令人倍感意外的是，3季度柏基大幅度减持阿里巴巴ADR，减持幅度高达61%。作为最懂互联网、科技板块的资管巨头，“柏基”此举令不少人感到意外。今年早些时候，在客户活动中，被问及怎么看中国的互联网监管，柏基合伙人James Anderson表示在与阿里的高管沟通了解情况。\n不过，3季度末的美股持仓数据显示，柏基砍仓阿里巴巴ADR。\n由于13F报告只显示美股持仓数据，目前还不知道柏基是不是将ADR转换成了港股。这并未没有可能。\n此前13F报告显示，贝莱德持仓中的阿里巴巴大幅降低。不过，事后贝莱德澄清是由于跟踪指数做了调整，贝莱德旗下被动产品跟随指数将美股转换成了港股。但是由于13F报告只显示美股不显示港股，因为13F的数据显示出来的迹象阿里巴巴持仓大幅降低。\n记者20日下午致电柏基（上海），柏基方面表示由于时差，可能需要一些时间才能收到反馈。截至截稿，记者尚未收到来自柏基的反馈。\n\n3季度，柏基减持的部分股票 来源：Whalewisdom\n除了阿里巴巴ADR，柏基还减持了教育网站好未来，B站哔哩哔哩和网易。\n如果，柏基是减持而不是将ADR转化成了阿里巴巴港股，那么投资者应该信柏基还是芒格？芒格近期大手笔加仓阿里巴巴。作为价值投资的旗帜标杆，芒格拥趸无数。但是在科技互联网领域，柏基所取得的收益同样令人印象深刻。陪跑特斯拉7年，在特斯拉上赚得上千亿元，是近年来“惊艳”投资圈的案例。\n柏基是知名的“长期资本”“耐心资本”，因此也深得企业的喜爱。不少，创业公司在早期融资时首先会想到它。它也是较早介入蔚来汽车的资产管理机构。\n3季度末柏基的美股持仓前20大重仓股\n\n截至3季度末，柏基的前20大重仓股。以科技，医疗等为主。注：数据来源 美国证监会和美国持仓信息网站whalewisdom。“%”意味着，增减持幅度小于1%。\n同期增持美团和再鼎医药\n不过，柏基并非无选择地减持互联网公司。港交所披露信息显示，7月28日，柏基显著增持了美团，斥资约19亿港元。\n\n柏基增持美团相关信息披露 来源：港交所\n美团最近股价走势\n\n美团今年春节后一路下挫，从高点460元跌到了293.8元。柏基选择在7月底增持，在当时引起了广泛关注，也一定程度上提振了投资者对于美团类互联网公司的信心。\n除了互联网公司，医疗健康也是柏基布局中国的重点。此次，柏基显著加仓了一只医疗健康类股票再鼎医药。三季度末柏基持有490万股再鼎医药，期间加仓约21%。2020年9月再鼎医药回港股上市。此外，港交所信息披露显示，7月2日，柏基加仓了再鼎医药11万股。这是一家创新型生物制药公司，聚焦癌症、自体免疫及感染性疾病领域的创新药物。它的总部位于上海，成立于2014年。再鼎医药也是众多外资机构持仓股票。\n加码中国布局\n2020年9月，柏基投资在上海设立证券私募管理人公司，并发行了一只私募基金。据柏基方面介绍，当时基金募集的情况超出预期。投资者对长期限投资的接受度令他们惊喜。2021年3月 柏基以境内有限合伙设立了向境内投资者募集投向海外市场的产品（QDLP产品）。设立上海公司以来，柏基在本地的存在感提升，而柏基合伙人James Anderson认为本地公司则有助于进一步提升他们对本地公司的研究水平。因为与公司的沟通可以更深了。\n\n柏基旗下证券私募在中国证券投资基金业网站的备案信息。在私募机构，柏基的注册资本高达5亿元，实缴资本也有1.25亿元。目前在管产品规模在0-5亿元之间。\n柏基非常关注前沿科技，对于看好的公司，它往往会选择早下手，长期持有。投资风格，兼具二级市场投资者和一级市场投资者特点。\n这样一家超长期限公司是如何考察公司的？据了解，柏基有一组10个问题组成的选股策略，以考察公司成长性：\n问题1：未来五年里，销售额是否有至少翻倍的空间？\n问题2：十年或更久以后该公司会如何？\n问题3：企业的竞争优势是什么？\n问题4：公司的企业文化是否超群？面对外部环境是否具有适应性？\n问题5：用户为何喜欢该公司？公司如何对社会做出贡献？\n问题6：公司是否为股东带来出色的回报？\n问题7：股东回报将上升还是下降？\n问题8：公司如何配置资本？\n问题9：如何能获得五倍于现在的估值，甚至更多？\n问题10：为何市场暂时还未能反映以上判断？\n如今，摆在投资者面前的问题是，柏基究竟是减持还是转换成为港股。无数关注阿里巴巴的投资者来说，这是一个重要的问题。\n毕竟在3季度，大量的投资者涌入互联网ETF，抄底阿里巴巴等互联网巨头。数据显示，美国最大的中国股票ETF KWEB，3季度实现净流入42亿美元，超过200亿元人民币。\n\nKWEB三季度资金净流入情况来源：ETF.COM\n这只ETF前三大重仓股是腾讯、美团、阿里巴巴。","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":851025455,"gmtCreate":1634860562769,"gmtModify":1634860562769,"author":{"id":"3557294228267354","authorId":"3557294228267354","authorIdStr":"3557294228267354","name":"MG黄","avatar":"https://static.tigerbbs.com/a9c36c5387bb33035d77f7388dcdef28","vip":1,"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":1,"crmLevelSwitch":0},"htmlText":"没办法，和国外大公司比，自^_^已经失去了竞争资本。半年市值只剩别人的零头。","listText":"没办法，和国外大公司比，自^_^已经失去了竞争资本。半年市值只剩别人的零头。","text":"没办法，和国外大公司比，自^_^已经失去了竞争资本。半年市值只剩别人的零头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851025455","repostId":2177432754,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":851062937,"gmtCreate":1634859878339,"gmtModify":1634859878339,"author":{"id":"3569643701206332","authorId":"3569643701206332","authorIdStr":"3569643701206332","name":"哈喽神","avatar":"https://static.tigerbbs.com/fd7d95e51f52763b03c658192cabacbe","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851062937","repostId":2177432754,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":851068538,"gmtCreate":1634859796218,"gmtModify":1634859796496,"author":{"id":"3575508103712478","authorId":"3575508103712478","authorIdStr":"3575508103712478","name":"60fe72a9","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Zan","listText":"Zan","text":"Zan","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851068538","repostId":2177432754,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":853729007,"gmtCreate":1634851271145,"gmtModify":1634851330865,"author":{"id":"3577393549070429","authorId":"3577393549070429","authorIdStr":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853729007","repostId":2177432754,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":853523287,"gmtCreate":1634825471199,"gmtModify":1634825860476,"author":{"id":"3569028586400878","authorId":"3569028586400878","authorIdStr":"3569028586400878","name":"Miaw","avatar":"https://static.tigerbbs.com/bd318611f16b0eb6de098c8b733c85fd","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Why","listText":"Why","text":"Why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853523287","repostId":2177432754,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":853565355,"gmtCreate":1634825133824,"gmtModify":1634825133824,"author":{"id":"3518527627041174","authorId":"3518527627041174","authorIdStr":"3518527627041174","name":"猛逃","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"中概股在美没前途，道不同不相为谋也[吃瓜]&nbsp;","listText":"中概股在美没前途，道不同不相为谋也[吃瓜]&nbsp;","text":"中概股在美没前途，道不同不相为谋也[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/853565355","repostId":2177432754,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6280267,"gmtCreate":1634851283583,"gmtModify":1634851283621,"authorId":3577393549070429,"author":{"id":3577393549070429,"authorId":3577393549070429,"name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":853565355,"type":1,"supId":0,"prevId":0,"content":"好","text":"好","html":"好"},{"id":6279310,"gmtCreate":1634831259838,"gmtModify":1634831259872,"authorId":3569140997309524,"author":{"id":3569140997309524,"authorId":3569140997309524,"name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":853565355,"type":1,"supId":6279006,"prevId":0,"content":"👍","text":"👍","html":"👍"},{"id":6279006,"gmtCreate":1634829981250,"gmtModify":1634829981250,"authorId":3556430317654104,"author":{"id":3556430317654104,"authorId":3556430317654104,"name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":853565355,"type":1,"supId":0,"prevId":0,"content":"远离中概股就是赚到","text":"远离中概股就是赚到","html":"远离中概股就是赚到"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":81,"commentSize":8,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2177432754"}