格隆汇5月16日|13F文件显示,曾豪言“买入一切中国资产”的对冲基金大佬David Tepper旗下对冲基金Appaloosa Management一季度减持阿里和微软,其中对阿里持股减少22%,但仍然对中国科技公司保持了显著敞口,在其前五大持仓中,中概股仍占据三席,包括阿里、拼多多和京东。投资主要集中在消费周期、科技、通信服务、公用事业、能源、医疗保健、金融服务、工业和房地产这9个行业。
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