美国时间2月14日,高瓴旗下独立的、专注于二级市场投资的基金管理平台HHLR Advisors公布截至2024年四季度末的美股持仓数据。
据披露,HHLR Advisors2024年四季度加仓贝壳、富途控股、京东等股票;减持百济神州、阿里巴巴、拼多多、唯品会、传奇生物、携程网等此前持仓较多的股票。
此外,HHLR Advisors在2024年四季度建仓买入声网、挚文集团(陌陌)和MSCI;清仓百度、华住、META等股票。
截至2024年四季度末,HHLR Advisors前十大持仓中有8只中概股,包括百济神州、阿里巴巴、拼多多、网易、贝壳、唯品会、传奇生物和富途控股,体现出对中国资产的持续聚焦。文章来源:中国证券报·中证金牛座原标题:高瓴旗下基金2024年四季度减持阿里巴巴,加仓贝壳
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