8月14日,桥水基金公布了截至今年6月30日的二季度持仓报告(13F),大幅增持英伟达约439万股(增幅154.37%),增持谷歌256万股(增幅84.08%)、微软91万股(增幅111.88%)。此外,公司新建仓Arm、Lyft等股票,清仓阿里巴巴、拼多多、百度、京东等中概股。截至今年6月30日,桥水基金总规模为248亿美元,环比增14.81%。
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