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長線基金增持叮咚買菜
uSMART盈立智投 05-23 18:10

根據各基金管理人近期在美國SEC披露的13F filing顯示,叮咚買菜(DDL.US)一季度末又有新的長線基金增持。先鋒領航集團(“The Vanguard Group, Inc.”或“Vanguard”)一季度增持叮咚買菜4,756,005 美國存託憑證,持股比例接近2%;同時,澳洲長線基金Platinum Asset Management(“Platinum”)繼續增持叮咚買菜,截至一季度末已持有9,112,004美國存託憑證,持股比例達到3.9%。

Vanguard成立於1975年,是全球最大的基金管理公司之一,全球管理着超過7.2萬億美金的資產;Platinum成立於1994年,是位於澳洲悉尼專注於全球市場權益投資的長線基金,管理資金總額約180億澳元。

叮咚買菜是國內頭部食品電商企業,生產並銷售圍繞餐桌和廚房相關的全品類生鮮食品、高品質預製菜以及其他標品類商品,目前業務範圍覆蓋國內近30個主要城市和超1000個前置倉。其最新披露的業績報告顯示,其於2023年一季度繼續保持Non-GAAP盈虧平衡,且其業務模型得到進一步完善與驗證,業務最成熟的華東區域滲透率進一步提高。

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