阿克曼Q2大幅调仓,新增奈飞、Visa及万事达等六只股票

格隆汇
Aug 13
亿万富翁投资人比尔·阿克曼(Bill Ackman)披露了六项新的投资组合持仓,包括奈飞、Visa及万事达,这也是他数年来规模最大的一次投资组合重组。阿克曼表示,他从第二季度开始买入上述股票,涉及旗下多只投资基金,其中包括今年4月在纽约证券交易所上市交易的Pershing Square USA。此次新增持仓还包括眼科护理公司Alcon、交易所运营商洲际交易所以及金融数据提供商标普全球。奈飞此前曾于2022年短暂出现在阿克曼的投资组合中,但他随后亏损离场。阿克曼预计上述公司的盈利将呈现强劲增长,而盈利增长是长期投资价值的核心驱动力。

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