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祁来娣
2023-11-15
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抱歉,原内容已删除
祁来娣
2021-06-30
炒股要有耐心和冷静,不急不燥,方能做到有所收获!
祁来娣
2021-06-28
周一 又要开始上班了,更要好好学习天天向上了,冷静再冷静,方能取得理想的成绩!
祁来娣
2021-06-27
股市有风险。投资须谨慎!
祁来娣
2021-06-25
要耐心等待,苍天不负有心人!
祁来娣
2021-06-25
跟着感觉走!千万不可盲目跟进!
祁来娣
2021-06-24
股市有风险.投资须谨慎!
祁来娣
2021-06-24
炒股炒的是心态,心态要好,不能急躁,切记!!
祁来娣
2021-06-24
炒股炒的是心态,切不可缺少平常的心态!
祁来娣
2021-06-23
股市有风险,投资须谨慎!
祁来娣
2021-06-23
天气渐渐热了,我想股市也会热起来!
祁来娣
2021-06-17
股市有风险,投资须谨慎!
祁来娣
2021-06-16
股市虽好,但风险依然存在!
祁来娣
2021-06-14
端午节安康!股市安顺!
祁来娣
2021-06-13
端午安康!股市顺畅!
祁来娣
2021-06-12
端午节将近,恭祝股友们端午安康!
祁来娣
2021-06-11
可爱的周末又来了,请大家好好休息,来日方长!
祁来娣
2021-06-07
新的一周开始了,朋友们准备好了吗!
祁来娣
2021-06-05
好好休息,来日再战
祁来娣
2021-06-02
谨慎再谨慎,方能有所收获!
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href=\"https://tech.sina.cn/it/2020-12-25/detail-iiznctke8388763.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20201225/cf45-kftfpiw0896334.jpg/w120h90l50t188c.jpg","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://tech.sina.cn/it/2020-12-25/detail-iiznctke8388763.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2094159437","content_text":"新浪科技讯 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:","listText":" :","text":":","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241691942404304","repostId":"1191390141","repostType":2,"repost":{"id":"1191390141","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1700020694,"share":"https://www.laohu8.com/m/news/1191390141?lang=&edition=full","pubTime":"2023-11-15 11:58","market":"us","language":"zh","title":"13F报告陆续出炉!巴菲特Q3清仓动视暴雪,高瓴HHLR重仓中概股,增持亚马逊","url":"https://stock-news.laohu8.com/highlight/detail?id=1191390141","media":"格隆汇","summary":"13F文件显示,截至9月30日,高瓴HHLR持仓总市值约为44.8亿美元,环比下降4.6%,第二季度末持仓市值为46.96亿美元。除中概股外,科技仍是HHLR Advisors的重要投资方向,除了阿里巴巴、赛富时、DoorDash、微软等依旧出现在十大重仓股外,HHLR Advisors 在三季度还增持了亚马逊并进入前十大股东。其中亚马逊增持比例最高。伯克希尔哈撒韦清仓了动视暴雪、通用、宝洁和惠普,并略微减持了亚马逊。","content":"<html><head></head><body><blockquote><p>资本大鳄最新操盘</p></blockquote><p>近日,各大机构向美国证券交易委员会(SEC)陆续提交13F报告,披露三季度所持美股股票和持仓规模。</p><p>在继景林资产、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、桥水基金(详情点击查看)等多个投资机构公布13F报告后,紧随其后,高瓴旗下HHLR、老虎、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>、高毅等也公布了最新的持仓报告。</p><p><strong>高瓴HHLR重仓中概股,加仓<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a></strong></p><p>北京时间周二早上,高瓴旗下专注于二级市场投资的基金管理人主体HHLR Advisors公布了Q3最新持仓(13F)情况。</p><p>13F文件显示,截至9月30日,高瓴HHLR<strong>持仓总市值约为44.8亿美元</strong>,环比下降4.6%,第二季度末持仓市值为46.96亿美元。</p><p>在第三季度的持仓中,该基金在美股市场<strong>持有67只股票,环比减少了14只股票,增持4支股票、减持20支股票、新进7支股票、清仓7支股票。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146119d28066a231336a3f4176f20fee\" tg-width=\"593\" tg-height=\"637\"/></p><p>数据显示<strong>,前十大重仓股持股占总仓位比例提升至80.33%。</strong></p><p>前十大重仓股分别为<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>20.79%、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>16.1%、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>10.63、<a href=\"https://laohu8.com/S/LEGN\">传奇生物</a>9.65%、微软5.65%、DoorDash4.73%、<a href=\"https://laohu8.com/S/CRM\">赛富时</a>4.11%、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>3.93%、TAKE-TWO互动软件2.45%、亚马逊2.28%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63a3a22d81e91b76ed9d586c783a8bef\" tg-width=\"812\" tg-height=\"413\"/></p><p>除中概股外,科技仍是HHLR Advisors的重要投资方向,除了阿里巴巴、赛富时、DoorDash、微软等依旧出现在十大重仓股外,HHLR Advisors 在三季度还增持了<strong>亚马逊</strong>并进入前十大股东。</p><p>具体来看,<strong>Q3增持的4支股票分别为亚马逊、生物制药公司Roivant、微软、Boss直聘</strong>。</p><blockquote><p>其中<strong>亚马逊</strong>增持比例最高。三季度增持77.77万股,较上季度持股数增长3200%,在投资组合中的占比从上季度的0.07%升至2.28%。<br/><strong>Roivant</strong>三季度增持超192.51万股,较上季度持股数增长367.77%,在投资组合中的占比从上季度的0.11%升至0.64%,为增持比例第二大个股。<br/><strong>微软</strong>三季度增持4.24万股,较上季度持股数增长5.58%,在投资组合中的占比从上季度的5.51%微增至5.65%,为高瓴增持比例第三大个股。</p></blockquote><p><strong>在Q3减持的20支股票中</strong>,减持比例最大的十只个股中,有7只中概股,分别为<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/FUTU\">富途控股</a>、<a href=\"https://laohu8.com/S/ATAT\">亚朵</a>、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>、阿里巴巴、<a href=\"https://laohu8.com/S/HTHT\">华住</a>、<a href=\"https://laohu8.com/S/YMM\">满帮</a>。</p><p><strong>清仓7只股票</strong>分别为加密货币交易所Coinbase、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、 HOOKIPA制药、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、软饮料与不含酒精饮料公司Keurig Dr Pepper、奥多比(<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>)、超威半导体。</p><p><strong>伯克希尔哈撒韦Q3清仓<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a></strong></p><p>巴菲特旗下伯克希尔哈撒韦也公布了最新持仓情况,三季度13F文件显示,伯克希尔在第三季度出售了价值70亿美元的股票,仅买入了17亿美元的股票。前十大持仓股集中度达91.93%,苹果公司仍是最大持仓股,占总资产的50%。</p><p>伯克希尔第三季度总共退出了七家公司的股份,这还不包括对其在自由传媒公司(<a href=\"https://laohu8.com/S/LFG.AU\">Liberty</a> Media)及相关实体的投资重组。<br/></p><p>伯克希尔哈撒韦<strong>清仓了动视暴雪、通用、宝洁和惠普</strong>,并略微减持了亚马逊。其中,能源股权重的增幅最大,科技股权重跌幅最大。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ae3a239d18c8f0b82000f211b267c1\" tg-width=\"859\" tg-height=\"359\"/></p><p><strong>高毅大幅加仓<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a></strong></p><p>国内千亿私募高毅资产旗下国际投资机构三季度美股持仓报告13F显示,高毅资产国际持有美股总市值达3.86亿美元,新买入5只美股,增持4只美股,减持3只美股。</p><p>具体来看,三季度高毅资产国际新买入华住集团、阿里巴巴、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、携程、<a href=\"https://laohu8.com/S/ZH\">知乎</a>;增持最多的美股是爱奇艺,报告期内增持近703万股,持股数量环比大增878.65%,三季度末持有市值达3711万美元,成为其第三大持仓股;同期,<a href=\"https://laohu8.com/S/NTES\">网易</a>、雾芯科技、亚朵也获高毅资产加仓。</p><p>减持方面,高毅资产国际的三季度卖出57万股拼多多,但拼多多仍稳居高毅资产国际的美股头号重仓股;<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>也遭到高毅资产国际减持。</p><p><strong>老虎环球Q3减仓京东53% 建仓阿里和拼多多</strong></p><p>老虎环球基金周二披露的13F文件显示,截至Q3末,老虎环球持仓总市值升至136亿美元,较上次报告增加16亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8729d8571c339849ab4524c0fe1fc3\" tg-width=\"429\" tg-height=\"259\"/></p><p>三季度该基金头号<strong>减持个股为京东,共计卖出1121万股,减持比例达53%</strong>,同时建仓了阿里巴巴和拼多多,分别买入近150万股和137万股。老虎环球Q3头号增持个股为SEA,其次是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>,增持幅度分别为247%和76.8%。</p><p>在前五大重仓股中,META仍位列第一,持仓约890万股,占投资组合比例为19.69%。微软位列第二,持仓约613万股,占投资组合比例为14.27%。<a href=\"https://laohu8.com/S/APOL\">阿波罗</a>位列第三,持仓约1229万股,占投资组合比例为8.13%。Take-Two互动软件、谷歌-A分别位列第四和第五,持仓市值分别为7.38亿美元、6.98亿美元,占投资组合比例分别为5.44%、5.15%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b5f4f81a925e0f16e16887bfad33b62\" tg-width=\"1010\" tg-height=\"272\"/></p></body></html>","collect":0,"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>13F报告陆续出炉!巴菲特Q3清仓动视暴雪,高瓴HHLR重仓中概股,增持亚马逊</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\">\n13F报告陆续出炉!巴菲特Q3清仓动视暴雪,高瓴HHLR重仓中概股,增持亚马逊\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2023-11-15 11:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>资本大鳄最新操盘</p></blockquote><p>近日,各大机构向美国证券交易委员会(SEC)陆续提交13F报告,披露三季度所持美股股票和持仓规模。</p><p>在继景林资产、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、桥水基金(详情点击查看)等多个投资机构公布13F报告后,紧随其后,高瓴旗下HHLR、老虎、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>、高毅等也公布了最新的持仓报告。</p><p><strong>高瓴HHLR重仓中概股,加仓<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a></strong></p><p>北京时间周二早上,高瓴旗下专注于二级市场投资的基金管理人主体HHLR Advisors公布了Q3最新持仓(13F)情况。</p><p>13F文件显示,截至9月30日,高瓴HHLR<strong>持仓总市值约为44.8亿美元</strong>,环比下降4.6%,第二季度末持仓市值为46.96亿美元。</p><p>在第三季度的持仓中,该基金在美股市场<strong>持有67只股票,环比减少了14只股票,增持4支股票、减持20支股票、新进7支股票、清仓7支股票。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146119d28066a231336a3f4176f20fee\" tg-width=\"593\" tg-height=\"637\"/></p><p>数据显示<strong>,前十大重仓股持股占总仓位比例提升至80.33%。</strong></p><p>前十大重仓股分别为<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>20.79%、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>16.1%、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>10.63、<a href=\"https://laohu8.com/S/LEGN\">传奇生物</a>9.65%、微软5.65%、DoorDash4.73%、<a href=\"https://laohu8.com/S/CRM\">赛富时</a>4.11%、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>3.93%、TAKE-TWO互动软件2.45%、亚马逊2.28%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63a3a22d81e91b76ed9d586c783a8bef\" tg-width=\"812\" tg-height=\"413\"/></p><p>除中概股外,科技仍是HHLR Advisors的重要投资方向,除了阿里巴巴、赛富时、DoorDash、微软等依旧出现在十大重仓股外,HHLR Advisors 在三季度还增持了<strong>亚马逊</strong>并进入前十大股东。</p><p>具体来看,<strong>Q3增持的4支股票分别为亚马逊、生物制药公司Roivant、微软、Boss直聘</strong>。</p><blockquote><p>其中<strong>亚马逊</strong>增持比例最高。三季度增持77.77万股,较上季度持股数增长3200%,在投资组合中的占比从上季度的0.07%升至2.28%。<br/><strong>Roivant</strong>三季度增持超192.51万股,较上季度持股数增长367.77%,在投资组合中的占比从上季度的0.11%升至0.64%,为增持比例第二大个股。<br/><strong>微软</strong>三季度增持4.24万股,较上季度持股数增长5.58%,在投资组合中的占比从上季度的5.51%微增至5.65%,为高瓴增持比例第三大个股。</p></blockquote><p><strong>在Q3减持的20支股票中</strong>,减持比例最大的十只个股中,有7只中概股,分别为<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/FUTU\">富途控股</a>、<a href=\"https://laohu8.com/S/ATAT\">亚朵</a>、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>、阿里巴巴、<a href=\"https://laohu8.com/S/HTHT\">华住</a>、<a href=\"https://laohu8.com/S/YMM\">满帮</a>。</p><p><strong>清仓7只股票</strong>分别为加密货币交易所Coinbase、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、 HOOKIPA制药、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、软饮料与不含酒精饮料公司Keurig Dr Pepper、奥多比(<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>)、超威半导体。</p><p><strong>伯克希尔哈撒韦Q3清仓<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a></strong></p><p>巴菲特旗下伯克希尔哈撒韦也公布了最新持仓情况,三季度13F文件显示,伯克希尔在第三季度出售了价值70亿美元的股票,仅买入了17亿美元的股票。前十大持仓股集中度达91.93%,苹果公司仍是最大持仓股,占总资产的50%。</p><p>伯克希尔第三季度总共退出了七家公司的股份,这还不包括对其在自由传媒公司(<a href=\"https://laohu8.com/S/LFG.AU\">Liberty</a> Media)及相关实体的投资重组。<br/></p><p>伯克希尔哈撒韦<strong>清仓了动视暴雪、通用、宝洁和惠普</strong>,并略微减持了亚马逊。其中,能源股权重的增幅最大,科技股权重跌幅最大。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ae3a239d18c8f0b82000f211b267c1\" tg-width=\"859\" tg-height=\"359\"/></p><p><strong>高毅大幅加仓<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a></strong></p><p>国内千亿私募高毅资产旗下国际投资机构三季度美股持仓报告13F显示,高毅资产国际持有美股总市值达3.86亿美元,新买入5只美股,增持4只美股,减持3只美股。</p><p>具体来看,三季度高毅资产国际新买入华住集团、阿里巴巴、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、携程、<a href=\"https://laohu8.com/S/ZH\">知乎</a>;增持最多的美股是爱奇艺,报告期内增持近703万股,持股数量环比大增878.65%,三季度末持有市值达3711万美元,成为其第三大持仓股;同期,<a href=\"https://laohu8.com/S/NTES\">网易</a>、雾芯科技、亚朵也获高毅资产加仓。</p><p>减持方面,高毅资产国际的三季度卖出57万股拼多多,但拼多多仍稳居高毅资产国际的美股头号重仓股;<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>也遭到高毅资产国际减持。</p><p><strong>老虎环球Q3减仓京东53% 建仓阿里和拼多多</strong></p><p>老虎环球基金周二披露的13F文件显示,截至Q3末,老虎环球持仓总市值升至136亿美元,较上次报告增加16亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8729d8571c339849ab4524c0fe1fc3\" tg-width=\"429\" tg-height=\"259\"/></p><p>三季度该基金头号<strong>减持个股为京东,共计卖出1121万股,减持比例达53%</strong>,同时建仓了阿里巴巴和拼多多,分别买入近150万股和137万股。老虎环球Q3头号增持个股为SEA,其次是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>,增持幅度分别为247%和76.8%。</p><p>在前五大重仓股中,META仍位列第一,持仓约890万股,占投资组合比例为19.69%。微软位列第二,持仓约613万股,占投资组合比例为14.27%。<a href=\"https://laohu8.com/S/APOL\">阿波罗</a>位列第三,持仓约1229万股,占投资组合比例为8.13%。Take-Two互动软件、谷歌-A分别位列第四和第五,持仓市值分别为7.38亿美元、6.98亿美元,占投资组合比例分别为5.44%、5.15%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b5f4f81a925e0f16e16887bfad33b62\" tg-width=\"1010\" tg-height=\"272\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"BRK.A":"伯克希尔","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BRK.B":"伯克希尔B","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","AMZN":"亚马逊","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","ATVI":"动视暴雪","BK4588":"碎股","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","TTTN":"老虎中美互联网巨头ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191390141","content_text":"资本大鳄最新操盘近日,各大机构向美国证券交易委员会(SEC)陆续提交13F报告,披露三季度所持美股股票和持仓规模。在继景林资产、贝莱德、桥水基金(详情点击查看)等多个投资机构公布13F报告后,紧随其后,高瓴旗下HHLR、老虎、伯克希尔、高毅等也公布了最新的持仓报告。高瓴HHLR重仓中概股,加仓亚马逊、微软北京时间周二早上,高瓴旗下专注于二级市场投资的基金管理人主体HHLR Advisors公布了Q3最新持仓(13F)情况。13F文件显示,截至9月30日,高瓴HHLR持仓总市值约为44.8亿美元,环比下降4.6%,第二季度末持仓市值为46.96亿美元。在第三季度的持仓中,该基金在美股市场持有67只股票,环比减少了14只股票,增持4支股票、减持20支股票、新进7支股票、清仓7支股票。数据显示,前十大重仓股持股占总仓位比例提升至80.33%。前十大重仓股分别为百济神州20.79%、拼多多16.1%、贝壳10.63、传奇生物9.65%、微软5.65%、DoorDash4.73%、赛富时4.11%、阿里巴巴3.93%、TAKE-TWO互动软件2.45%、亚马逊2.28%。除中概股外,科技仍是HHLR Advisors的重要投资方向,除了阿里巴巴、赛富时、DoorDash、微软等依旧出现在十大重仓股外,HHLR Advisors 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