David Tepper's Appaloosa Exits Boeing & UPS, Cuts Meta & Microsoft Among Top Q3 Moves
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Alibaba Stock Falls 2% After Earnings, AI Demand Is Riding to the Rescue
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Express News | Shares of US-listed Chinese E-commerce Companies Are Trading Higher Amid Possible Sympathy With Alibaba Group Holding After the Company Reported Q2 Financial Results
Top Institutions Continue to Hold Strong Tech Positions in Q3 13F Filings
China: A Good Start to Q4 With Stronger Retail Sales – Standard Chartered
How do foreign investors adjust their positions in Chinese stocks? Alibaba and jd.com frequently appear, while Buffett builds a position that boosts a Hong Kong stock.
① The 13F quarterly reports for US stocks have been released. How are Wall Street institutions adjusting their positions on Chinese stocks? ② Buffett's investment in domino's is boosting a Hong Kong stock. What are the highlights?
Chinese Retail Sales Pickup In October: Here's What's Happening With Alibaba, JD And Pinduoduo Shares
Duan Yongping's H&H hold positions revealed, increased shareholding in Google and occidental petroleum.
Duan Yongping made a sudden move, with the latest billion-dollar position exposure. A previously unearthed investment account managed by Duan Yongping in the USA, with the institution named 'H&H International Investment'. The latest data submitted by H&H shows that, as of the third quarter, they hold positions in 8 US stocks with a market cap of $16.541 billion, equivalent to approximately 119.6 billion RMB. Apple is Duan Yongping's top holding stock, with H&H holding a market cap of $12.295 billion in Apple as of the end of the third quarter, accounting for 74.33% of the total positions. H&H also holds a market cap of Berkshire B at 17 billion.
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David Tepper, who enthusiastically recommends buying china, is reducing his shareholding in Alibaba and increasing his shareholding in pdd holdings and jd.com.
The fund under Tepper increased its position in china by 12 percentage points to 38% compared to the previous quarter, reducing its holdings in Alibaba stocks by about 5%, while the positions in baidu, large cap etf, and index etf related to internet plus also decreased, and it added more than double the shares of pdd holdings as well as some shares of jd.com and ke holdings.
Bridgewater Q3 shareholding report: significantly reduced shareholding in nvidia and other technology stocks, slightly reduced shareholding in pdd holdings.
①The total market value of Bridgewater, the world's largest hedge fund, in the third quarter was $17.7 billion, a decrease of 7.8% compared to the previous quarter. 79 new symbols were added, 260 positions were increased, 183 were cleared, and 428 shareholdings were reduced. ②In the third quarter, Bridgewater significantly reduced its shareholdings of technology stocks such as Nvidia, Meta, Microsoft, and Amazon, but increased its holdings of Apple by 0.562 million shares, with an increase of 119.86%.
David Tepper's Strategic Moves in Q3 2024 Highlight PDD Holdings Inc's Prominent Position
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Hillhouse HHLR Q3 hold positions: Chinese concept stocks hold an absolute dominant position, and the total market value of hold positions grew by more than 10%!
①HHLR Advisors, a subsidiary of Hillhouse Capital, saw its total market cap of US stocks holding positions grow by over 10% in the third quarter, with 9 of the top ten heavy positions being Chinese concept stocks; ②HHLR Advisors continued to hold heavy positions in Chinese concept stocks in the third quarter, with the market cap of Chinese concept stocks increasing from 85% in the second quarter to 93% in the third quarter.
Coatue Management Top Q3 Moves: Cuts Nvidia, Exits CRM & UNH, Piles Into Chinese Stocks
PDD Holdings Options Spot-On: On November 14th, 130.16K Contracts Were Traded, With 1.68 Million Open Interest
Express News | Appaloosa LP 13F Shows Increased Stake In PDD Holdings By 173% From 1,940,000 To 5,301,132 Shares; Increased Stake In JD.com Inc By 69% From 4,310,600 To 7,300,000 Shares; Increased Stake In Lyft By 98% From 7,961,257 To 15,750,000 Shares; Increased...
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