桥水公布最新 13F 文件，加仓芯片股、减持软件股
深潮 TechFlow 消息，5 月 16 日，全球最大对冲基金桥水公布了截至今年 3 月底的美股一季度持仓报告（13F）。报告显示，桥水一季度共新建仓 214 只股票，加仓 292 只股票，清仓 261 只股票，减持 487 只股票。桥水一季度大幅加仓英伟达 (NVDA.O)、博通 (AVGO.O)、美光科技 (MU.O) 等芯片股，清仓 Salesforce(CRM.N)、ServiceNow(NOW.N) 等企业软件股，并减仓 Adobe(ADBE.O)。截至一季度末，桥水基金在美股的持仓市值为 224 亿美元，上一季度为 274 亿美元。具体来看，桥水增持 82.78 万股英伟达，持仓占比从去年底的 2.63%升至 3.65%；增持 67 万股博通，持仓占比从去年底的 1.47%升至 2.54%；增持 58.6 万股美光科技，持仓占比从去年底的 0.93%升至 2.23%。此外，桥水还首次建仓台积电 107.7 万股，截至一季度末，该股在组合中占比为 1.62%。(金十)
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
Blockbeats•51m agoSouth Korea's KOSPI index surpassed 8,100 points, setting a new all-time high
Blockbeats•53m agoAnalysis: Net inflows into trading platforms and ETF outflows have created potential selling pressure on 34,000 BTC. If Bitcoin hits $80,000, spot buying will still be needed
ChainCatcher•1h agoKohaku, a subsidiary of the Ethereum Foundation, has released an SDK for wallet-level privacy integration
Blockbeats•1h agoHyperliquid announced the launch of off-chain event prediction market contracts
Blockbeats•1h agoOndo Finance创始人Nathan Allman意外离世，总裁Ian De Bode接任CEO
ChainCatcher•6h agoCatcher Predict：“Tampa Bay Rays vs. Baltimore Orioles” “Tampa Bay Rays vs. Baltimore Orioles” 胜率飙升 16%
TechFlow•9h agoA certain selling address transferred 35.13 million ESPORTS tokens for sale within nearly 3 hours
Blockbeats•9h agoUS media: The US and Iran are working to resolve their language differences on nuclear issues and sanctions
TechFlow•9h agoStocks in Japan and South Korea opened higher
Blockbeats•9h ago巨鲸nemorino.eth杠杆增持7,908.3枚ETH
