Here's How Billionaire Ken Fisher's Hedge Fund Made $14 Billion Last Quarter
Here's How Billionaire Ken Fisher's Hedge Fund Made $14 Billion Last Quarter
The firm also added small amounts to each of its top five positions: Legendary investor Ken Fisher's hedge fund, Fisher Asset Management, grew the value of its portfolio by more than $14 billion dollars in the last quarter.
传奇投资者肯·费舍尔的对冲基金费舍尔资产管理公司在上个季度将其投资组合的价值增长了超过140亿美元。
Here's a look at the fund's most significant trades.
以下是该基金最重要的交易。
Top Holdings: Fisher Asset Management reported approximately $244 billion in assets under management (AUM), according to an SEC filing.
顶级控股：根据美国证券交易委员会的一份文件，费舍尔资产管理公司报告了约2440亿美元的管理资产（AUM）。
The firm also added small amounts to each of its top five positions:
该公司还在其前五名职位中均增加了少量资金：
- Apple, Inc. (NASDAQ:AAPL)
- Microsoft Corp. (NASDAQ:MSFT)
- NVIDIA Corp. (NASDAQ:NVDA)
- Amazon.com, Inc. (NASDAQ:AMZN) and
- Alphabet, Inc. (NASDAQ:GOOGL).
- 苹果公司（纳斯达克股票代码：AAPL）
- 微软公司（纳斯达克股票代码：MSFT）
- 英伟达公司（纳斯达克股票代码：NVDA）
- 亚马逊公司（纳斯达克股票代码：AMZN）和
- Alphabet, Inc.（纳斯达克股票代码：GOOGL）。
Top Buys: Fisher Asset Management's top buy in terms of value was $2.09 billion in shares of the iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) which provides targeted exposure to U.S. Treasury bonds with remaining maturities between seven and ten years. Treasury bonds are generally considered low-risk investments, which can help balance riskier assets in a diversified portfolio.
热门买入：按价值计算，费舍尔资产管理公司最大的买入量是iShares 7-10年期国债ETF（纳斯达克股票代码：IEF）的20.9亿美元股票，该基金为剩余期限在七至十年之间的美国国债提供定向敞口。国债通常被视为低风险投资，可以帮助平衡多元化投资组合中风险较高的资产。
The fund's second and third-largest buys were $850 million in shares of JPMorgan Chase & Co. (NYSE:JPM) and $490 million worth of shares of oil and natural gas producer ConocoPhillips (NYSE:COP).
该基金的第二和第三大买入是摩根大通的8.5亿美元股票。纽约证券交易所代码：JPM）以及石油和天然气生产商康菲石油公司（纽约证券交易所代码：COP）价值4.9亿美元的股票。
Top Sells: The hedge fund's top sells by value were $1.35 billion in shares of the iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSE:LQD), $750 million worth of Walt Disney Co. (NYSE:DIS) shares and $710 million in shares of Ford Motor Co. (NYSE:F).
最畅销的股票：按价值计算，该对冲基金最畅销的是沃尔特·迪斯尼公司价值7.5亿美元的iShares iBoxX美元投资级公司债券ETF（纽约证券交易所代码：LQD）的13.5亿美元股票。（纽约证券交易所代码：DIS）的股票和福特汽车公司7.1亿美元的股份（纽约证券交易所代码：F）。
New Holdings: One of the fund's most notable new holdings is Nu Holdings Ltd. (NYSE:NU), a digital banking services provider also backed by Warren Buffett. Fisher Asset management opened a position in Nu Holdings with approximately 7.23 million shares valued at more than $98.7 million.
新增持股：该基金最引人注目的新持股之一是Nu Holdings Ltd.（纽约证券交易所代码：NU），这是一家同样由沃伦·巴菲特支持的数字银行服务提供商。费舍尔资产管理在Nu Holdings开设头寸，持有约723万股股票，价值超过9,870万美元。
The hedge fund also took a $28.3 million new position in wealth manager UBS Group AG (NYSE:UBS) and opened a $17.2 million position in the iShares MSCI China A ETF (BATS:CNYA), which tracks an index composed of Chinese equities available to international investors.
该对冲基金还在财富管理公司瑞银集团股份公司（纽约证券交易所代码：UBS）增持了2,830万美元的新头寸，并在iShares MSCI中国A股ETF（BATS: CNYA）中开设了1,720万美元的头寸，该ETF追踪由可供国际投资者投资的中国股票组成的指数。
Why It Matters: Hedge funds often use sophisticated investment strategies and have access to extensive research which can provide insights into emerging market trends. Individual investors can track hedge funds for investment ideas, successful strategies or compare their own performance against professional investors.
为何重要：对冲基金通常使用复杂的投资策略，并有机会获得广泛的研究，这些研究可以为新兴市场趋势提供见解。个人投资者可以追踪对冲基金寻找投资理念和成功策略，或将自己的表现与专业投资者进行比较。
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Image: Shutterstock
图片：Shutterstock
