對衝基金老虎環球大幅第二季增持亞馬遜(AMZN.US) 加倉英偉達(NVDA.US)及微軟(MSFT.US)
外媒報道,對衝基金老虎環球(Tiger Global Management)向美國證交會披露,於今年第二季買入穩定幣發行商Circle(CRCL.US)及大幅增持亞馬遜(AMZN.US)。
據披露,老虎環球季內買入12.5萬股Circle A類股份,同時增加手上亞馬遜股份逾62%至1,070萬股,以及增加討論區Reddit股份逾89%至610萬股。該對衝基金亦加倉英偉達(NVDA.US)及微軟(MSFT.US)至分別1,170萬股及680萬股,持股數量分別按季增加6.8%及5%。
另一方面,老虎環球減持數字安全企業CrowdStrike(CRWD.US)、企業管理雲軟件商Workday(WDAY.US)及工作流程數字化平臺ServiceNow(NOW.US),其中減持CrowdStrike幅度達44%,截至第二季止手持50萬股A類股份。
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