“但斌”冲上全球对冲基金收益第三！他到底买了啥？

财华社02-12

太牛了！但斌旗下的东方港湾海外基金（Oriental Harbor Investment Fund）竟然冲上全球对冲基金收益第三名了！！他到底买了啥？去年收益率达47%，冲上全球前列数据显示，在Morgan Hedge收录的全球9956只管理规模在千万美元以上的对冲基金中，东方港湾于2024年以46.99%的收益高居第三位。2024年，重仓了诸多美股明星科技公司的东方港湾蝉联“百亿私募”冠军，旗下...

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What the hell did he buy?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDY":0.6,"2NVD.UK":0.6,"TSYW.SI":0.6,"NVD2.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVDS.UK":0.6,"NVDU":0.6,"TQQQ":1,"NVDA":0.9,"TSLA":0.6,"FNGU":1,"PLTR":0.72,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVDX":0.6,"TSLL":0.6,"NVIW.SI":0.6},"content_text":"太牛了！但斌旗下的东方港湾海外基金（Oriental Harbor Investment Fund）竟然冲上全球对冲基金收益第三名了！！他到底买了啥？去年收益率达47%，冲上全球前列数据显示，在Morgan Hedge收录的全球9956只管理规模在千万美元以上的对冲基金中，东方港湾于2024年以46.99%的收益高居第三位。2024年，重仓了诸多美股明星科技公司的东方港湾蝉联“百亿私募”冠军，旗下多只产品年度收益率均超过60%，成为了国内百亿私募中的佼佼者。私募排排网的数据显示，目前但斌旗下在管产品达70只，总规模超85亿元，其中多只产品收益均领跑市场，尤其在主观多头领域的表现十分突出。“东方港湾”2024Q4美股持仓曝光知名私募大佬但斌带领的东方港湾海外基金（Oriental Harbor Investment Fund）近期向美国SEC提交13F文件，披露了2024年第四季度的美股持仓情况：持仓市值9.95亿美元，按季增长约2.7%，持仓标的共计14家；前十大持仓包括英伟达、三倍做多FANG+™指数ETF（FNGU）、Meta、微软、苹果、谷歌-C、3倍做多纳指100ETF（TQQQ）、亚马逊、特斯拉、Palantir。本季度重点买入了Palantir、台积电、特斯拉、SoundHound AI，除特斯拉是加仓外，其余三只均为新进标的；卖出了英伟达、三倍做多FANG+™指数ETF，其中英伟达的持仓削去了约1/3。大力押注AI股，但英伟达卖掉1/3本季度东方港湾新进了3只AI股，分别是分析软件大牛股Palantir、晶圆巨头台积电以及语音AI平台SoundHound AI，加仓金额分别约3350万、3274万及896万美元。过去一年里，这几只个股都展现了强劲的升势。此外，其还对特斯拉加仓约2174万美元，加仓幅度约116%。目前，东方港湾对特斯拉的持仓市值超过4900万美元。但斌曾公开表示，从全球来看，最大的机遇仍然是人工智能。环顾全球，没有一个产业能像人工智能这样，有潜力创造巨大的、颠覆性的财富变革。未来五到十年，人工智能都是一个非常好的选择方向。不过，作为其最大重仓股的英伟达，却在本季度被减持近1/3，套现超过8600万美元。虽然有所减持，东方港湾对于英伟达仍然比较看好，目前持仓市值约1.89亿美元，仍是其第一大仓。对于2024年取得的成绩，但斌在社交媒体上发文表示：“即便在全球资产管理的舞台上，中国人也是能参与竞争的。当然，这仅仅是一年的情况，来日方长，希望持续努力奋斗。”文章来源：活报告公众号","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2510151113","isCrawlerRequest":true}