13F报告陆续出炉！顶流机构持仓大曝光，谁家“作业”值得抄？

格隆汇2022-08-13

近日，备受关注的13F报告陆续公布，截止目前来看，桥水基金、景林资产、文艺复兴科技、摩根大通、瑞银等都已经递交了Q2持仓报告。作为华尔街投资风向标，市场不免好奇这些机构都在买什么？桥水建仓做多亚马逊加仓百度、蔚来作为全球最大对冲基金，桥水在8月11日公布了其二季度仓位信息。截至二季度末，桥水基金整体持仓规模为235.98亿美元，较上季度降低4.87%，十大重仓股集中度为29.41%。据递交的报告...

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