野村資管Q2持倉：建倉微博等，減持阿裏巴巴，新東方
根據美國證監會(SEC)披露，野村資管(Nomura Asset Management Company LTD)遞交了截至2021年6月30日的第二季度(Q2)持倉報告(13F)。
野村資管持倉總市值爲172.69億美元，上一季度爲156.9億美元，環比增長10.06%。持倉新增標的45只，增持526只標的，減持304只標的，清倉24只標的。截止至2021年6月30日，該基金前十大持倉標的佔總市值的22.04%。
第二季度，野村資管清倉了柯爾百貨(KSS.US)、iShares安碩MSCI印度小盤股ETF(SMIN.US)等，建倉了Palantir(PLTR.US)、Lyft(LYFT.US)等科技股、微博(WB.US)、陌陌(MOMO.US)、和黃醫藥(HCM.US)等中概股。
從持倉偏好來看，IT類、非必需消費品和金融類位列前三，佔總持倉的比例分別爲26.17%、12.70%以及12.57%。
在前五大重倉股中，微軟(MSFT.US)位列第一，持倉約295.24萬股，持倉市值約7.998億美元，持倉數量較上季度增長4%。
蘋果(AAPL.US)位列第二，持倉約513.89萬股，持倉市值約7.038億美元，持倉數量較上季度增長5%。
亞馬遜(AMZN.US)位列第三，持倉約16.54萬股，持倉市值約5.69億美元，持倉數量較上季度增長9%。
第四和第五分別爲英偉達(NVDA.US)和Adobe(ADBE.US)，持倉市值分別爲3.049億美元、2.617億美元，持倉數量分別較上季度增長5%和16%。
從持倉比例變化來看，前五大買入標的分別是：英偉達、微軟、Adobe、亞馬遜和蘋果。
前五大賣出標的分別是：阿裏巴巴(BABA.US)、新東方(EDU.US)、百濟神州(BGNE.US)、領航短期國債ETF(VGSH.US)和ETSY INC(ETSY.US)。
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