Steppe Eagle OEIC上半年加码存量仓位减持光伏标的SMA Solar

金吾财讯
Aug 24

金吾财讯 | Steppe Eagle OEIC披露2026年上半年持仓变动,基金上半年没有新建任何投资仓位,主要操作方向为对现有持仓进行增持,同时减持SMA Solar(SMTGF),报告期内没有出现完全清仓退出的标的。年初至今该基金回报率录得4.64%,跑输同期MSCI World基准指数,该基准同期上涨7.09%。在增持名单当中,基金加仓埃森哲(ACN)、Salesforce(CRM)、Lululemon(LULU)、优步(UBER)、Service Now(NOW)、Adobe(ADBE)、Zoom(ZM)、Docu Sign(DOCU)以及Lyft(LYFT),覆盖企业软件SaaS、消费服饰、出行平台等多个赛道。基金选择巩固已有头寸,不拓展全新标的,体现出管理人更加偏向深耕熟悉赛道,降低挖掘新公司带来的不确定性。基金仅对SMA Solar(SMTGF)做出减持操作,没有披露全部退出任意持仓。业绩层面,基金回报弱于全球股票基准,反映存量持仓组合阶段性跑输大盘。机构集中加码SaaS软件、消费出行龙头,对光伏设备标的进行收缩,折射出上半年机构对不同成长板块的取舍,后续基金的调仓动向可以作为观察海外机构板块偏好变化的参考。

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