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In the second quarter, a fund guru buys the big dark horse.
The eyes appreciate the precious.
Guosen Securities: The allocation of public funds in Hong Kong stocks has significantly increased in the second quarter, with the highest weights in electronics, medicine, and the CSI SWS Food & Beverage Index.
In the second quarter report of public funds, the top three industries with the highest allocation weights disclosed are the electronics, pharmaceutical, and CSI SWS food & beverage index industries, with allocation weights of 15.4%, 11.16%, and 9.5%, respectively.
Zhu Shaoxing disclosed the Q2 report of his fund, with a significant shareholding reduction in Kweichow Moutai (600519.SH).
Recently, Zhu Shaoxing, the star fund manager of Fund Manager, revealed the second quarter report of his fund holdings in 2024. Currently, Zhu Shaoxing only manages one fund, the Fuguo Tianhuicheng Growth Hybrid Fund, with a management scale of nearly RMB 27 billion as of the end of the second quarter.
The latest development of Zhu Shaoxing's shareholding has been exposed! He reduced his shareholding in Maotai for two consecutive quarters and increased his holdings in these companies continuously.
Continuously increasing or decreasing shareholdings of these stocks for five consecutive quarters.
E Fund Zhang Kun's second quarter report is out! Once again heavily invested in Samsonite (01910) and Prada (01913).
Today, Yi Fang Da fund manager Zhang Kun disclosed the second quarter report of managed fund products in 2024. Following the first time to buy Samsonite (01910) and Prada (01913) in the fourth quarter of 2023, Zhang Kun once again heavily increased his holdings in the second quarter.
E Fund Xiao Nan's Q2 position disclosure! BYD Company Limited (002594.SZ) entered the top ten heavy positions with an increased investment in undervalued and high-dividend Hong Kong sectors.
On July 18th, E Fund Management Co., Ltd. disclosed the second-quarter reports of multiple funds under its management.
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