阿里巴巴(BABA.US)仍是芒格旗下Daily Journal第三大美股持倉
根據證監文件顯示,截至第二季末芒格旗下Daily Journal未有調整阿里巴巴(BABA.US)的持倉量,仍然是公司的第三大持倉。首季Daily Journal大幅減持阿里巴巴,只持有30萬股阿里巴巴ADS,較2021年底的60.2萬股減少一半。
截至第二季末,Daily Journal的美股持倉市值為1.75億美元,較首季的2.13億美元有所降低。第一大重倉為美銀(BAC.US),第二大持倉為富國銀行(WFC.US)。
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