继续看好中国资产，高瓴HHLR三季度增持拼多多、大举加仓两只中概新能源股

华尔街见闻2022-11-15

三季度高瓴HHLR的十大重仓股中依然有七只是中概股，一季度清仓后二季度抄底的拼多多被增持逾60万股，持仓跻身前十；同样二季度抄底的阿里三季度也获增持，从第八大重仓股升至第七位；对大全新能源和晶科能源增持股数均超过10%；清仓二季度第五大重仓股Sea，抄底Zoom。今年第三季度，美股大盘连续第三季累计下跌，但高瓴资本延续了二季度的投资重点，继续看好中国资产，中概股在十大重仓股中保持着七成的高占比，...

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志鹏_0832
·2022-11-15
除非高領腦殼有坑買拼多多除非裏面有貨要出
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- A_Isopod:
  [冷漠]
  2022-11-15
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JustinHou
·2022-11-15
so？
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Gaochun HHLR increased its holdings of Pinduoduo in the third quarter and increased its positions in two new energy stocks","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/86fe1cc336386bbb849ce1d36385cb68","symbols_score_info":{"09988":0.9,"BABA":0.9,"DQ":0.9,"JKS":0.9,"PDD":0.9,"SE":0.9,"ZM":0.9},"content_text":"三季度高瓴HHLR的十大重仓股中依然有七只是中概股，一季度清仓后二季度抄底的拼多多被增持逾60万股，持仓跻身前十；同样二季度抄底的阿里三季度也获增持，从第八大重仓股升至第七位；对大全新能源和晶科能源增持股数均超过10%；清仓二季度第五大重仓股Sea，抄底Zoom。今年第三季度，美股大盘连续第三季累计下跌，但高瓴资本延续了二季度的投资重点，继续看好中国资产，中概股在十大重仓股中保持着七成的高占比，而且继续押注新能源领域。美东时间11月14日周一，高瓴资本旗下专攻二级投资的基金管理机构HHLR Advisors公布递交美国证监会的13F文件，显示HHLR三季度围绕中概股和新能源进行集中调整和配置，减持满帮等一级市场投资的公司，锁定收益，对拼多多、传奇生物等9只中概股进行了增持、新进买入等加仓操作。同时，HHLR继续看好新能源，加仓大全新能源与晶科能源。和二季度一样 十大重仓股中 中概股占七席截至三季度末，HHLR的十大重仓股分别是：一、百济神州（BGNE）； 二、云软件巨头赛富时（Salesforce、代码CRM）；三、京东（JD）；四、“美版美团”DoorDash（DASH）；五、传奇生物（LEGN）；六、贝壳找房（BEKE）；七、阿里巴巴（BABA）；八、唯品会（VIPS）；九、生物科技公司Cytek（CTKB）；十、拼多多（PDD）。和二季度一样，十大重仓股中仍有七只是中概股，其中，传奇生物的排名从二季度的第七位升至第五位，二季度新晋前十的贝壳找房从第九位升至第六位，阿里从第八位升至第七位，拼多多新晋前十；而京东从第二位降至第三位，唯品会从第六位降至第八位，二季度十大重仓股中的新面孔——大全新能源（DQ）未能保住前十的地位。整体看，在HHLR三季度全部美股持仓中，中概股合计持有市值占比超过60%，同时HHLR在三季度共对9只中概股进行了增持、新进买入等加仓操作，继续表明了HHLR投资团队对中国资产的看好。除了京东，HHLR三季度还减持了完美日记、继续减持满帮和瑞士运动鞋品牌On 昂跑的母公司On Holding（ONON）。据了解，这几家公司是高瓴在一级市场进行的投资，属于基金正常减持退出。二季度抄底阿里和拼多多后 三季度又增持华尔街见闻注意到，HHLR去年四季度大幅减持92%的所持拼多多股票，今年一季度彻底清仓，二季度再度建仓拼多多。二季度和拼多多一道被HHLR“抄底”的还有阿里巴巴。三季度，HHLR进一步增持这两只中概龙头。三季度HHLR增持拼多多超过60万股，相比二季度持股数增加1.56%，总持仓价值超过1.25亿美元，阿里增持将近35万股，持仓接近2.24亿美元。值得注意的是，三季度，全球最大对冲基金桥水基金和千亿私募景林资产都加仓了拼多多。其中景林大举加仓拼多多，增持123万股，持股数较二季度激增61%，持仓市值为2.03亿美元，拼多多也跃升至景林三季度的第二大重仓股，仅次于持仓价值2.86亿美元的最大重仓股贝壳。除了拼多多和贝壳外，景林三季度的十大重仓股中，还有网易、京东、满帮、中通快递、富途控股、经营Boss直聘的看准网六只中概。唯二的两只非中概股分别是，腾讯为大股东的“东南亚小腾讯”Sea Ltd（SE）以及DoorDash。三季度桥水基金对拼多多的持股数量环比增长5%，拼多多持仓市值3.17亿美元，成为桥水美股的第12大重仓股。当季，造车新势力蔚来也获得桥水增持，持股数量环比增加6%。即便蔚来股价三季度累计下跌近28%，也未阻碍桥水基金逆势加仓。清仓二季度第五大重仓股Sea 抄底Zoom到今年二季度末，HHLR还持有Sea Ltd（SE）436万股，价值逾2.9亿美元。到了三季度，HHLR将Sea清仓。Sea也是三季度HHLR调整最大的重仓股。截至本周一收盘，今年前三季度，在美上市的Sea股价已经累计下跌将近80%。HHLR再度建仓Zoom，买进42万股Zoom，市值超过3090万美元。资料显示，高瓴在2014年便在一级市场投资Zoom，2019年上市。受疫情影响，Zoom在2020年股价飙涨近400%，Zoom也成为高瓴又一个十倍股的代表。持有7年后，HHLR开始陆续减持Zoom。此次HHLR再次低位买入Zoom建仓。公开信息显示，今年三季度Zoom股价跌向70美元的水平，接近历史最低水平。同在三季度，“木头姐”Cathie Wood也出手买入了Zoom。公开信息显示，木头姐旗下投资公司Ark Invest的两只基金8月买入逾80万股Zoom股票。新能源依旧是重仓方向 大全新能源和晶科能源均增持超过10%三季度，HHLR延续了对科技和新能源的投资逻辑。科技投资方向上，HHLR在三季度对赛富时、微软、亚马逊继续增持，赛富时在三季度也成为了HHLR的第二大重仓股。新能源方向上，HHLR在三季度继续加大了对大全新能源和晶科能源控股两只光伏产业链企业的投资力度，分别加仓21.5万股和15.1万股，持股数分别较二季度末增长超过11%和13%。华尔街见闻此前提到，大全新能源是HHLR二季度第十大重仓股，二季度HHLR不但建仓晶科新能源，而且大举买入114万股，持仓当季市值将近7900万美元，处于第16位。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":667052951,"gmtCreate":1668470343977,"gmtModify":1676538062293,"author":{"id":"3578864834740411","authorId":"3578864834740411","name":"志鹏_0832","avatar":"https://static.tigerbbs.com/94f9384dffac8359c8fc757297021a3d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3578864834740411","authorIdStr":"3578864834740411"},"htmlText":"除非高領腦殼有坑買拼多多除非裏面有貨要出","listText":"除非高領腦殼有坑買拼多多除非裏面有貨要出","text":"除非高領腦殼有坑買拼多多除非裏面有貨要出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/667052951","repostId":1195286651,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":104811963,"gmtCreate":1668495651983,"gmtModify":1668495664932,"authorId":4090234319856510,"author":{"id":4090234319856510,"idStr":"4090234319856510","authorId":4090234319856510,"name":"A_Isopod","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":667052951,"type":1,"supId":0,"prevId":0,"content":"[冷漠]","text":"[冷漠]","html":"[冷漠]"}],"langContent":"CN"},{"id":667056952,"gmtCreate":1668469607078,"gmtModify":1676538060303,"author":{"id":"4094963079349400","authorId":"4094963079349400","name":"JustinHou","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4094963079349400","authorIdStr":"4094963079349400"},"htmlText":"so？","listText":"so？","text":"so？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/667056952","repostId":1195286651,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":43,"commentSize":2,"repostSize":0,"favoriteSize":8,"likeStatus":false,"favoriteStatus":false}}