Gurus' top buys during dip: Catch a ride or off the race?
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joined discussion · Aug 25, 2022 14:18
The market value of Hillhouse's US stock holdings was 32 billion yuan, and Alibaba and shell returned to the top 10 positions
Chinese stocks still have an obvious advantage in Hillhouse's positions. Among Hillhouse's top ten positions, there are four Chinese stocks such as
$JD.com (JD.US)$ ,
$Vipshop (VIPS.US)$ ,
$Alibaba (BABA.US)$ , and
$KE Holdings (BEKE.US)$ . In addition, Hillhouse's US stocks also include
$PDD Holdings (PDD.US)$ ,
$iQIYI (IQ.US)$ ,
$Kanzhun (BZ.US)$ ,
$Sohu.com (SOHU.US)$ ,
$MINISO (MNSO.US)$ , and
$MOGU Inc (MOGU.US)$ .
Compared with the first quarter, 16 US stocks returned to Hillhouse. After clearing Alibaba, BEKE and Pinduoduo, Hillhouse bought again in the second quarter, with the latest holdings of 1.89 million shares, 9.25 million shares and 1.39 million shares respectively.
The total market value of Hillhouse's U.S. stock holdings is 466 million U.S. dollars, or about 32065 billion yuan.
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