科图管理减少特斯拉、英伟达及亚马逊的持股,加码阿里巴巴

投资观察
Nov 20

11月14日——科图管理(COATUE MANAGEMENT)宣布:*科图管理将特斯拉(Tesla Inc)的持股减少15.1%,至170万股;*将英伟达(NVIDIA Corporation)的持股减少14.1%,至990万股;*将亚马逊(Amazon.com Inc)的持股减少13.9%,至870万股;*同时科图管理将阿里巴巴(阿里巴巴)持股增至200万股,而之前仅为867,767股;*科图管理在应用材料(Applied Materials)持有330万股。*上述持股变动截至2025年9月30日,相较于2025年6月30日的上一季度进行比较。

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