“中国巴菲特”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,截至四季度,持有8只美股,持仓市值145.16亿美元,约合人民币1053亿。
相比三季度末,段永平管理的H&H四季度减持苹果、伯克希尔B、谷歌C、迪士尼;增持拼多多、西方石油、阿里巴巴、Moderna。
苹果一直以来是段永平的头号重仓股,截至四季度末,其管理的H&H持有苹果的市值达102.33亿美金,持仓占比为70.50%,较上季度减持1190万股。
H&H持有伯克希尔B的市值16.41亿美元,持仓占比为11.31%。
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