据13F文件披露,段永平管理的H&H International Investment LLC.二季度持仓总市值从120亿美元降至115亿美元,清仓Moderna;增持苹果、拼多多、谷歌C、英伟达;减持西方石油、阿里巴巴,同时小幅减持微软和台积电;重仓苹果、伯克希尔哈撒韦B类股、拼多多、西方石油、阿里巴巴。
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