投资大佬Tepper减持阿里巴巴、京东等 买入股价暴跌的联合健康

财经网
Aug 19, 2025

亿万富豪David Tepper第二季度增持陷入困境的联合健康集团,再次彰显反向投资的风格。根据周四提交的13F披露文件以及对数据的分析,Tepper旗下的Appaloosa Management将阿里巴巴仓位减持逾20%至710万份,不过这部分头寸价值约为8.02亿美元,仍是Appaloosa第一大重仓股。Tepper还把京东仓位减持了13%,将百度减持19%,把拼多多头寸减少逾50%。...

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