散戶跟基金資訊落差不_老虎社区_美港股上老虎

Max_Ma_4410
2021-05-19

散戶跟基金資訊落差不對等，Q2都要過完了，才公布Q1討論Q1有特別大意義嗎？🤨

淡马锡Q1持仓：建仓Roblox(RBLX.US) 阿里巴巴(BABA.US)遭大幅减持后仍是第二重仓股

据统计，淡马锡一季度持仓总市值达255.24亿美元，上一季度总市值为232.81亿美元，环比增长9.6%。同时，淡马锡还减持了9只个股并清仓了10只个股。在前五大重仓股中，贝莱德位列第一，持仓约595万股，持仓市值约44.88亿美元。阿里巴巴位列第二，持仓约1195万股，持仓市值约27.10亿美元。第四和第五分别为谷歌Lumen Technologies和Visa，持仓市值分别为12.98亿美元和12.57亿美元。从持仓比例变化来看，前五大买入标的分别是：Roblox Corporation、百济神州、Keurig Dr Pepper、SPDR S&P Financial ETF、Vir Biotechnology。

淡马锡Q1持仓：建仓Roblox(RBLX.US) 阿里巴巴(BABA.US)遭大幅减持后仍是第二重仓股

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