桥水一季度持仓大调仓：猛买英伟达、博通等芯片股，清仓赛富时等多只软件股

格隆汇

Yesterday

5月16日，全球最大对冲基金桥水公布了截至今年3月底的美股一季度持仓报告（13F）。报告显示，桥水在今年一季度对英伟达、博通、美光科技等芯片股进行了大手笔加仓；与此同时，桥水对赛富时、ServiceNow、GoDaddy Class A等企业软件股进行了清仓操作。

Whalewisdom数据显示，截至今年第一季度末，桥水基金在美股的持仓市值为224亿美元，较去年底的274亿美元显著下滑。在此期间，桥水共新建仓214只股票，加仓292只股票，同时清仓261只股票，减持487只股票。

从总体操作来看，多只芯片股在今年一季度获得桥水大手笔加仓。具体来看，桥水增持82.78万股英伟达，使其持仓占比从去年底的2.63%上升至一季度末的3.65%；增持67万股博通，使其持仓占比从去年底的1.47%上升至2.54%；增持58.6万股美光科技，使其持仓占比从去年底的0.93%上升至2.23%。

此外，桥水还首次建仓台积电107.7万股，截至一季度末，该股在组合中占比为1.62%。与此同时，桥水全面清仓了赛富时、ServiceNow、GoDaddy Class A等企业软件股，并减持了创意软件龙头Adobe。

美股频道更多独家策划、专家专栏，免费查阅>>

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