高毅资产美股持仓曝光 加仓拼多多、贝壳等

格隆汇
Feb 15

近日,高毅资产在美国证券交易委员会(SEC)公布了2025年末的美股持仓情况。数据显示,截至2025年末,高毅资产在美股市场持有13家公司的股票,总市值超过6亿美元。从前十大持仓股情况来看,中概股是其布局重点,而且去年四季度高毅资产还加仓了拼多多、贝壳等中概股,并且新进买入了逸仙电商。美国证券交易委员会公开资料显示,截至2025年末,高毅资产美股持仓的前十大重仓股分别为华住酒店集团、拼多多、谷歌、百胜中国、贝壳、雾芯科技、网易、爱奇艺、台积电和ISHARES TR,中概股占据主导地位。截至去年末,高毅资产持有拼多多133.3万股,相较于去年三季度末大手笔增持了62.9万股。

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