12/12/2024, 05:30 AM UTC
追踪大卫·特佩的Appaloosa管理组合 - 2024年第三季度更新Tracking David Tepper's Appaloosa Management Portfolio - Q3 2024 Update
1. 大卫·特佩的13F投资组合价值从约61.8亿美元增加到约67.3亿美元，持仓数量从35个增加到36个。2. 新增投资包括Vistra Corp、NRG Energy、拉斯维加斯金沙和Wynn Resorts，而联合包裹服务公司和波音则被减持。3. 在PDD控股、京东和Lyft等公司中大幅增加持股，而阿里巴巴、亚马逊、微软和Meta Platforms则有所减持。4. 前五大持仓——阿里巴巴、PDD控股、亚马逊、微软和Meta Platforms——占投资组合的约47%。1. David Tepper's 13F portfolio value increased from ~$6.18B to ~$6.73B, with the number of holdings rising from 35 to 36. 2. New stakes include Vistra Corp, NRG Energy, Las Vegas Sands, and Wynn Resorts, while United Parcel Service and Boeing were disposed of. 3. Significant stake increases were made in PDD Holdings, JD.com, and Lyft, while Alibaba, Amazon, Microsoft, and Meta Platforms saw reductions. 4. The top five positionsâAlibaba, PDD Holdings, Amazon, Microsoft, and Meta Platformsâcomprise ~47% of the portfolio.---
本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展（Beta）。
