David Tepper一季度:增持Uber、Meta,清仓AMD,减持阿里、微软

华尔街见闻
16 May

曾豪言“买入一切中国资产”的对冲基金大佬David Tepper在一季度减持了阿里,但在其前五大持仓中,中概股仍占据三席。 据最新提交的2025年第一季度13F文件,Tepper旗下对冲基金Appaloosa Management一季度大幅调整其投资组合,包括增持Uber和Meta,减持阿里巴巴和微软,清仓AMD和联邦快递,建仓德银和博通等。 Tepper投资组合一览:中国科技股依然占主导 尽管...

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