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Hold positions exposure, Wall Street tycoons increase their holdings of assets in China.
David Tepper, a well-known hedge fund mogul on Wall Street, boldly proclaimed at the end of September to "buy everything in china assets." The latest hold position data has been released! The mogul has put his words into action, significantly increasing his holdings in chinese assets to nearly 40%. In the third quarter, information released by Tepper's Appaloosa Management showed that investments in chinese stocks increased from 26% at the end of the previous quarter to 38%. This renowned hedge fund figure greatly increased his holdings in several U.S.-listed chinese stocks during the third quarter, including nearly doubling his position in pdd holdings shares, while also adding to his positions in jd.com and ke holdings. Meanwhile, Tepper slightly reduced his holdings in baidu, alibaba, and china.
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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?
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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.