边加谷歌边减英伟达!百年巨头柏基披露去年四季度大动作

格隆汇
Feb 10

本文来自:聪明投资者根据最新披露的美股13F报告显示,百年巨头柏基投资(Baillie Gifford)在2025年第四季度的持仓总市值为1203.4亿美元,较三季度的1350亿美元缩水约10.8%。这一降幅除了受部分成长股高位回调影响外,更多源于其整体“净卖出”的操作态势。重仓座次方面,英伟达虽然连续第二个季度被削减股数(本季减持约5.76%),但仍以6.80%的占比蝉联第一大重仓股。紧随其后的...

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