高瓴旗下HHLR一季度持仓： 第一重仓股仍为拼多多，建仓AMD
2024-05-14 21:04:11
5月15日讯，高瓴旗下HHLR Advisors最新披露的13F文件显示，该机构一季度前十大重仓股集中度为84.57%， 拼多多(PDD.O)持仓增加16.62%，以25.28%的市值占比稳居第一重仓股。建仓AMD(AMD.O)912,400股，以3.04%的市值占比成为其第六大重仓股，减持了原十大持仓股中的贝壳(BEKE.N)、微软(MSFT.O)、Salesforce(CRM.N)、DoorDash(DASH.N)，DoorDash因此被挤出前十。此外减持了71.87%的百度(BIDU.O)、88.21%的阿里巴巴(BABA.N)和95.78%的京东(JD.O)。
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