段永平突发出手,最新千亿持仓曝光。
段永平在美国管理的一个投资账户此前被网友们挖出,机构名为“H&H International Investment”。
H&H提交的最新数据显示,截至三季度,持有8只美股,持仓市值165.41亿美元,约合人民币1196亿。
苹果是段永平的头号重仓股,截至三季度末,其管理的H&H持有苹果的市值达122.95亿美金,持仓占比为74.33%。H&H还持有伯克希尔B的市值17.41亿美元,持仓占比为10.52%。
相比二季度末,段永平管理的H&H三季度减持苹果、伯克希尔B、阿里巴巴和莫德纳;增持谷歌C、拼多多和西方石油;对迪士尼持仓不变;清仓美国银行。
段永平跟巴菲特“神同步”,三季度减持苹果和美国银行。段永平旗下H&H二季度末持有10.79万股美国银行,持仓数量较少,三季度直接清仓了。
有“中国巴菲特”之称的段永平,此前在社交媒体上透露过,他管的投资里,美股主要在苹果,A股主要在茅台,港股主要是腾讯。
值得一提的是,腾讯财报近期披露,段永平突然出手!表示买了点腾讯。
段永平点评,不意外的财报,卖点put。
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