景林资产最新美股持仓曝光:第四季清仓阿里巴巴,增持拼多多和网易等

老虎资讯综合
Feb 10, 2025

彭博对景林资产管理香港有限公司(Greenwoods Asset Management Hong Kong)的13F申报文件分析显示,这家对冲基金第四季在大中华ADR及股票投资组合中清仓阿里巴巴,减持台积电,增持拼多多,建仓亚玛芬体育。

  • 卖出 阿里巴巴 ADR全部近25万份

  • 减持股及数量如下:

腾讯音乐

248万份

奇富科技

73万份

富途控股

60万份

新东方教育

58万份

台积电

48万份

贝壳控股

42万份

携程

5.6万份

  • 增持股及数量如下:

大全新能源

266万份

满帮集团

180万份

中通快递

63万份

网易

35万份

拼多多

12万份

  • 新进 亚玛芬体育 77万股

  • 景林披露的36项投资市值环比增加0.5%至31.7亿美元。

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