段永平加仓拼多多、西方石油,减持苹果,李录减持苹果,新建仓亏损油田股

36氪
17 Nov 2024

随着美股机构投资者三季度13F持仓的披露结束,在华人投资圈备受关注的段永平和李录的持仓也相继揭晓。截至三季度末,两大投资人在美股的合计持仓市值达190亿美元,并且两人在三季度均有重要动作。其中,被认为是由段永平掌管的H&H International Investment基金,大幅加仓了拼多多、西方石油,减持苹果,清仓美国银行;李录的喜马拉雅基金也同样减持了苹果,同时还新建仓了一只亏损的油田股。...

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