来源：私募排排网

　　私募排排网统计数据显示，2026年二季度末，高毅资产海外基金共持有19只美股标的，持股总市值约为9.79亿美元（以当前汇率折合人民币约66亿元），拼多多、阿里巴巴、网易等多只中概股在列。

　　从持股动向来看，今年二季度，高毅资产新进4只美股标的，加仓9只美股标的，减仓4只美股标的，2只美股标的持股不变。高毅资产的美股第1大重仓股为台积电，2026年二季度末，持股市值约为2.38亿美元，占其美股总持仓的约24%。二季度，高毅重仓加仓了台积电约11.64%的股份，叠加该股今年来的股价涨幅超41%，使其从一季度末的第3大重仓股跃升为第1大重仓股。此外，值得注意的是，高毅资产在二季度大幅加仓了存储龙头美光科技和闪迪。其中，加仓美光超283%的股份，该股在今年来涨幅超219%，高毅对美光的持股市值接近3973万美元，为其第6大重仓股；加仓闪迪约192%的股份，该股在今年来涨幅超466%，高毅对闪迪的持股市值接近3638万美元，为其第7大重仓股。

　　数据整理自：私募排排网，截至2026年8月12日。以上内容不构成股票推荐及投资建议，个股数据不代表未来表现，不代表基金必然投资方向。

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