桥水基金Q2大举增持英伟达 清仓阿里巴巴等中概股

格隆汇
Aug 14, 2025

格隆汇8月14日|桥水基金公布了截至今年6月30日的二季度持仓报告(13F),大幅增持英伟达(NVDA.O)约439万股(增幅154.37%),增持谷歌(GOOG.O)256万股(增幅84.08%)、微软(MSFT.O)91万股(增幅111.88%)。此外,公司新建仓Arm(ARM.O)、Lyft(LYFT.O)等股票,清仓阿里巴巴(BABA.N)、拼多多(PDD.O)、百度(BIDU.O)、京东...

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