私募巨头景林资产的海外子公司景林资产管理香港有限公司(简称“景林香港公司”)8月8日晚间向美国证券交易委员会(SEC)提

智通财经
Aug 09
私募巨头景林资产的海外子公司景林资产管理香港有限公司(简称“景林香港公司”)8月8日晚间向美国证券交易委员会(SEC)提交了截至2025年二季度末的美股持仓数据。根据13F文件截至2025年6月30日景林香港公司二季度末在美股市场持有28只证券合计持仓总市值为28.74亿美元较一季度末的32.28亿美元减少约11%。脸书母公司Meta仍为该公司美股第一大重仓股二季度其新买进了英伟达、亚朵、华住集团加仓了满帮集团、奇富科技、谷歌母公司Alphabet等;但清仓了苹果公司及多家医药巨头减持了网易、台积电、禾赛科技等。记者从渠道获悉目前景林资产主要重仓中国资产大部分仓位在港股其看好新兴行业机会认为接下来要努力挖掘商业模式好、自由现金流强劲的企业。(中国基金报)。

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