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押注科技巨头:桥水二季度大举增持英伟达,加仓谷歌、微软、Meta
Hua Er Jie Jian Wen·2025-08-13 22:29

Group 1 - Bridgewater Associates, one of the largest hedge funds globally, significantly increased its holdings in major U.S. tech companies during Q2 of this year, particularly in Nvidia [1] - The fund raised its stake in Nvidia by nearly 4.39 million shares, bringing its total holdings to 7.23 million shares, a growth of over 154% compared to the end of Q1 [1] - Bridgewater also added to its positions in other tech giants, including Alphabet, Microsoft, and Meta, while completely exiting positions in Alibaba and Chevron [1] Group 2 - In Q2, Bridgewater initiated a new position in chip design company Arm with approximately 474,000 shares, representing 0.31% of its total holdings [1] - The fund also entered new positions in Intuit (approximately 59,000 shares), EQT (787,000 shares), Lyft (approximately 247,900 shares), and Ulta Beauty (over 58,000 shares), with respective holdings of 0.19%, 0.19%, 0.16%, and 0.11% [1]