段永平二季度减持英伟达、谷歌 新建阿里巴巴仓位

格隆汇
Aug 16
据美国证券交易委员会(SEC)近日披露,段永平管理的H&H International Investment二季度末持仓总市值约191亿美元,较一季度末约200亿美元有所下降。二季度,H&H继续增持拼多多、伯克希尔哈撒韦B类股和迪士尼,新建阿里巴巴仓位,同时大幅减持英伟达、谷歌、微软等,清仓台积电和CrowdStrike。 从持仓看,苹果、伯克希尔哈撒韦B类股和拼多多位列前三大重仓股。其中,苹果持仓市值约78.4亿美元,占组合41.05%;伯克希尔哈撒韦B类股持仓约46.2亿美元,占24.18%;拼多多持仓约19.1亿美元,占9.99%。二季度末,H&H持有拼多多约2502万股,持仓市值约19.1亿美元;持有苹果约2710万股,持仓约78.4亿美元;持有英伟达约630万股,持仓约12.57亿美元。 具体来看,H&H二季度增持拼多多527.38万股,持股数量环比增加26.71%;新建阿里巴巴约30.14万股仓位,期末持仓市值约2893万美元。与此同时,英伟达持股数量减少756.31万股,降幅54.63%;谷歌C类股减持约173.74万股,降幅46.88%;微软持股数量下降25.78%。此外,H&H清仓台积电和CrowdStrike。

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