8月15日,段永平管理的H&H International Investment向美国证券交易委员会提交13F表,披露二季度末节点的多头持仓情况。
截至2025年6月30日,H&H International Investment的持仓总市值为115亿美元。段永平的第一大持仓自然是苹果公司;此外,段永平也在二季度继续增持拼多多,最新持股数量达到866万股。
其他操作方面,他也在二季度略微减持了“跟着巴菲特买的”西方石油,以及超过两成的阿里巴巴持仓。除此之外,他也彻底清仓了持续多年减持的莫德纳。
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