谷歌(GOOG)母公司成SpaceX(SPCX)最大机构股东 持股市值升至940亿美元

金吾财讯
Yesterday

金吾财讯 | 根据各机构最新披露的二季度13F持仓报告及史上机构分析,美国科技巨头Alphabet(谷歌母公司)在SpaceX(SPCX)今年6月完成历史性IPO后,已成为其持股规模最大的单一机构股东。报告显示,截至6月底,Alphabet持有约5.512亿股SpaceX股票,按当时股价计算,其持股市值已由2015年最初投资时的9亿美元剧增至近940亿美元,投资回报高达百倍以上。除了Alphabet这一早期投资者外,华尔街及全球主权基金也在二季度加速布局SpaceX。13F文件显示:主权与知名私募方面,沙特主权财富基金(PIF)二季度新建仓约1.5415亿股;D1 Capital建仓约1.26亿股;Tiger Global及Viking Global亦有增持。芯片与AI巨头方面,英伟达最新披露持股约1.2276亿股,AMD建仓约331万股。传统资管机构方面,早期的重要支持者富达投资及澳洲矿业巨头旗下Hancock Prospecting等继续保留大量持仓。盈透证券市场策略师Steve Sosnick指出,13F文件仅反映截至6月30日的时点数据,无法精准体现各机构在上市前的原始持仓成本、禁售期限制以及三季度以来的潜在增减持意图。随着近来股价波动,Alphabet持股市值有所回落,但这一跨越十年的风险投资成果,仍为其非核心资产账面带来了丰厚的资本回报。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10