高瓴HLLR Q1持仓:加码部分重仓中概,唯品会翻倍增持

华尔街见闻2022-05-17

摘要:一季度高瓴的唯品会持仓增长147%、晋升十大重仓股,京东持仓增76%、由第六位升至第二位重仓股,去年四季度首次跻身高瓴十大美股重仓股的理想汽车排名跌出前十,蔚来和小鹏汽车以及去年四季度大幅减持的拼多多被清仓。今年一季度,美股三大指数均创疫情爆发两年来最大季度跌幅,标普累跌近5%,道指和纳指分别跌超4%和9%。而高瓴资本当季延续在科技业的投资重点,对部分重仓中概股进一步加码。美东时间16日周一...

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