Melody_w
2022-05-17
外资也不担心中概股被SEC列入“预摘牌名单”并且最后逼迫退市?目前我不打算碰中概股,我没有信心确定中概股不会被迫退市!
高瓴HLLR Q1持仓:加码部分重仓中概,唯品会翻倍增持
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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高瓴HLLR Q1持仓:加码部分重仓中概,唯品会翻倍增持\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-17 06:54 北京时间 <a href=https://wallstreetcn.com/articles/3659517><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:一季度高瓴的唯品会持仓增长147%、晋升十大重仓股,京东持仓增76%、由第六位升至第二位重仓股,去年四季度首次跻身高瓴十大美股重仓股的理想汽车排名跌出前十,蔚来和小鹏汽车以及去年四季度大幅减持的拼多多被清仓。今年一季度,美股三大指数均创疫情爆发两年来最大季度跌幅,标普累跌近5%,道指和纳指分别跌超4%和9%。而高瓴资本当季延续在科技业的投资重点,对部分重仓中概股进一步加码。美东时间16日周一...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3659517\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{"BK1591":"就地过年概念","BK1142":"互联网与直销零售","BK4548":"巴美列捷福持仓","BK1502":"双十一","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1575":"同股不同权","BK4531":"中概回港概念","09618":"京东集团-SW","BK4555":"新能源车","BK1539":"汽车股","BK4509":"腾讯概念","BK4558":"双十一","BK1588":"回港中概股","BK4524":"宅经济概念","02015":"理想汽车-W","BK4579":"人工智能","BK1119":"汽车制造商","BK4526":"热门中概股","BK1587":"次新股","BK4552":"Archegos爆仓风波概念","VIPS":"唯品会","BK4503":"景林资产持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4122":"互联网与直销零售","JD":"京东","BK4551":"寇图资本持仓","LI":"理想汽车","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4563":"昨日强势股"},"source_url":"https://wallstreetcn.com/articles/3659517","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236252730","content_text":"摘要:一季度高瓴的唯品会持仓增长147%、晋升十大重仓股,京东持仓增76%、由第六位升至第二位重仓股,去年四季度首次跻身高瓴十大美股重仓股的理想汽车排名跌出前十,蔚来和小鹏汽车以及去年四季度大幅减持的拼多多被清仓。今年一季度,美股三大指数均创疫情爆发两年来最大季度跌幅,标普累跌近5%,道指和纳指分别跌超4%和9%。而高瓴资本当季延续在科技业的投资重点,对部分重仓中概股进一步加码。美东时间16日周一,高瓴资本旗下专攻二级投资的基金管理机构HHLR Advisors公布递交美国证监会的13F文件,显示其一季度增持了四只中概股,分别是唯品会、京东、贝壳找房和盛美半导体(ACM)。其中,唯品会增持将近1319万股、增幅147%,持仓市值将近2亿美元、跻身HHLR的十大重仓股行列,京东持仓增加近367万股、增幅76%,持仓市值4.88亿美元,由此成为高瓴HHLR的第二大美股重仓股;增持贝壳逾17万股、增幅3%,持仓市值逾6410万美元一季度HHLR新进了滴滴、满帮、大全新能源(DQ)等四只中概股,分别新进逾3683万股、959万股、13万股和10万股。资料显示,滴滴、满帮和贝壳均为高瓴在一级市场投资企业,此次进入持股名单,应是一级市场投资上市后的普通股转成二级市场可流通的ADS。同时,一季度HHLR减持、清仓了25只股票,其中也有中概股的身影,比如分别清仓所持蔚来汽车(NIO)和小鹏汽车的35万股和66.65万股,去年四季度大幅减持92%至21.3万股的拼多多彻底清仓。去年四季度首次跻身高瓴HHLR美股十大重仓股行列的理想汽车一季度持仓减少50%,减持了251余万股;中通快递持仓减少逾5.6万股、减幅22%。截至一季度末,HHLR的十大重仓股分别是:百济神州、京东(JD)、“美版美团”DoorDash(DASH)、云软件巨头赛富时(Salesforce、代码CRM)、传奇生物、瑞士运动鞋品牌On 昂跑的母公司On Holding(ONON)、唯品会(VIPS)、爱奇艺、腾讯为大股东的“东南亚小腾讯”Sea Ltd和亿滋国际。其中有五只是中概股,除唯品会外均在去年四季度已排在前十位。相比去年四季度,一季度持仓未变动的百济神州保持第一位,京东由第六位升至第二位,一季度增持258.5万股、增幅199%的DoorDash由第八位升至第三位,一季度被减持487万股、降幅41%的传奇生物由第三位降至第五位,一季度被减持667万股、降幅41%的On Holding由第二位降至第六位,爱奇艺由第九位升至第八位,一季度被增持21.55万股、增幅17%的Sea由第七位降至第九位,赛富时排位保持不变,四季度分别位居第五和第十位的天境生物和理想汽车跌出前十,分别降至第12和第15位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":929,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":110,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/615945243"}
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