Coatue二季度建仓甲骨文等,增持英伟达微软,清仓超微电脑

DoNews
Aug 15

2025年8月15日,根据13F报告披露,Coatue Management在二季度建仓做多甲骨文、Arm控股、Chagee、Webull和Vistra。同时增持英伟达、博通、微软、台积电和CoreWeave,并清仓超微电脑、MPWR、ServiceTitan、Tempus AI和Astera Labs。此外,Coatue减持了阿里巴巴、AMD、礼来制药、Adobe和Atlassian。目前重仓...

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