高瓴旗下HHLR Advisors一季度美股持倉披露 加倉拼多多
北京時間5月15日,高瓴旗下獨立的、專注於二級市場投資的基金管理平台HHLR Advisors公佈了2024年第一季度末的美股持倉情況。數據顯示,一季度HHLR Advisors在美股市場持倉總市值為46.04億美元,前十大重倉股為拼多多、百濟神州、貝殼、傳奇生物、微軟、AMD、亞馬遜、賽富時、丹納赫、TAKE-TWO互動軟件,中概股市值佔比超過70%,佔據主導地位。具體來看,今年一季度HHLR Advisors增持了拼多多、亞馬遜等電商公司,值得一提的是,HHLR Advisors第一大重倉股拼多多,近一年來表現亮眼,股價升幅高達120%。除中概股外,科技依舊是HHLR Advisors的主要投資邏輯,一季度 HHLR Advisors新進買入了AMD、蘋果、英偉達、META等科技公司相關標的。
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