老虎环球Q3减仓京东53%，建仓阿里、拼多多！SEA为头号增持个股

2023-11-15

11月15日讯，老虎环球基金（TIGER GLOBAL MANAGEMENT）披露的13F文件显示，三季度该基金头号减持个股为$京东(JD)$，共计卖出1121万股，减持比例达53%，同时建仓了$阿里巴巴(BABA)$和$拼多多(PDD)$，分别买入近150万股和137万股。

老虎环球Q3头号增持个股为$SEA(SEA)$，其次是$英伟达(NVDA)$，增持幅度分别为247%和76.8%。截至Q3末，老虎环球持仓总市值升至136亿美元，较上次报告增加16亿美元。

13F报告出炉！明星私募加码中概你看好吗？

Q3 美股13F报告陆续出炉，近期大热的AI热潮和电商消费领域，有人加仓，有人退出，多个机构选择减持英伟达、特斯拉；景林资产、老虎环球、高瓴HHLR等不断加码拼多多等中概股。投资大佬们的调仓动向会影响你的投资策略？当前又有哪些投资机会？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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