“大空头”Michael Burry减持京东和阿里巴巴 建仓拼多多

环球市场播报
Feb 15, 2025

  电影《大空头》的华尔街原型、备受关注的对冲基金大鳄Michael Burry第四季大幅减持阿里巴巴京东,新建拼多多仓位。

  对Scion Asset Management LLC的13F申报分析发现,该对冲基金去年末减持20万份京东ADR,幅度达40%;

  减持5万份阿里巴巴ADR,幅度25%;

  买入7.5万份拼多多ADR;

  百度持仓不变。

  最新申报未见之前建立的看跌期权。

  截至第四季末中概股约占Burry披露总持股市值的53%,低于前季的65%。

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