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高瓴HHLR二季度大笔增持阿里巴巴,拼多多仍是头号重仓股,增持英伟达

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13F报告显示,高瓴旗下HHLR Advisors二季度HHLR增持了阿里巴巴524万股,使其成为第三大持仓标的,增持唯品会1461万股、增持网易、携程等中概股。减持拼多多290万股,但仍为其头号重仓股,减持贝壳逾600万股。美股科技七巨头方面,苹果、英伟达、谷歌、META获增持,亚马逊和微软被减持。高瓴HHLR二季度在美股市场共持有78只股票,持仓总市值约为40.54亿美元。

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