段永平最新千亿持仓来了！

港股那点事05-17

随着美股13F披露，段永平千亿持仓曝光。段永平在美国管理的一个投资账户被网友挖出，机构名为“H&H International Investment”。公开资料显示，H&H International Investment LLC是段永平旗下投资公司。H&H 提交最新13F文件显示，2024年一季度持有9只美股，持仓市值142亿美元，约合人民币1026亿。(本文内容均为客观数据信息罗列，不构成任何...

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LLC是段永平旗下投资公司。H&H 提交最新13F文件显示，2024年一季度持有9只美股，持仓市值142亿美元，约合人民币1026亿。(本文内容均为客观数据信息罗列，不构成任何...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/marketalerts/2024-05-17/doc-inavpumz8759324.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1048596156.SGD","symbol_name":"Blackrock Asian Growth Leaders A2 SGD-H","start_time":0,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2024-05-17/doc-inavpumz8759324.shtml","article_id":"2436992619","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2024-05-17/doc-inavpumz8759324.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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position is here!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9,"GOOG":0.9,"BRK.B":0.9,"BRK.A":0.9,"DIS":0.72,"09988":0.6},"content_text":"随着美股13F披露，段永平千亿持仓曝光。段永平在美国管理的一个投资账户被网友挖出，机构名为“H&H International Investment”。公开资料显示，H&H International Investment LLC是段永平旗下投资公司。H&H 提交最新13F文件显示，2024年一季度持有9只美股，持仓市值142亿美元，约合人民币1026亿。(本文内容均为客观数据信息罗列，不构成任何投资建议）段永平管理的H&H在一季度末核心持仓为苹果，持仓市值110.75亿美元，占比78.01%；第二大重仓股伯克希尔哈撒韦，持有市值17.21亿美元；谷歌和阿里巴巴是第三、四大持仓，持有市值分别为7.8亿美元和4.23亿美元。此外，还持有迪士尼、西方石油、Moderna、拼多多和美国银行。相比2024年四季度末，段永平管理的H&H新买入拼多多；增持苹果、阿里巴巴、西方石油、Moderna；减持伯克希尔和谷歌；对迪士尼和美国银行持仓不变；清仓欢聚时代。H&H投资公司第一次披露持仓是在2018年的第四季度，当时的规模在9亿美金，持仓包括苹果、伯克希尔、Meta、拼多多、通用电气、谷歌、亚马逊。自2018年以来，H&H持有过25家公司，曾经或现在持有超过1亿美元的有苹果、伯克希尔、Meta、谷歌、亚马逊、迪士尼、阿里巴巴、达美航空和美国银行；小于1亿美元的有拼多多、通用电气、星巴克、埃克森美孚、西方石油、富国银行、3M、ZOOM、欢聚时代等。其中大部分公司段永平在社交平台发言中都有提到，这些公司大部分都是家喻户晓的。值得一提的是，对于苹果，段永平管理的账户在增持，股神巴菲特在减持。H&H一季度增持480万股苹果，最新持仓110.7亿美金，持仓比例高达78%。巴菲特旗下伯克希尔一季度减持1.16亿股苹果，减持总市值约209亿美元，折合人民币1508亿元。对于巴菲特减持苹果，段永平表示：一般来说，巴菲特开始减持的公司是会继续减持的。我不会卖苹果，但很乐意看到巴菲特先生减持一些或更多。此外，段永平管理的H&H连续两个季度增持阿里巴巴，一季度增持88.6万股，阿里巴巴目前为其第四大持仓，占投资组合比例为2.98%，持仓市值4.23亿美元。段永平曾在2018年和2019年回复投资者网友时表示，在阿里巴巴上市的时候就买了该公司的股票。此后很长一段时间，段永平再没有透露持有阿里巴巴的情况。直到2023年4月份，段永平在社交媒体上表示：开始思考阿里，先卖点put再说。\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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