对冲基金潘兴广场二季度建仓亚马逊

Core Insights - The hedge fund Pansing Square Capital Management made significant portfolio adjustments in Q2 2025, with a total market value of $13.7 billion, reflecting a 15% quarter-over-quarter increase [1] Group 1: Portfolio Adjustments - The company added one new stock, increased holdings in four stocks, and completely exited one position during the second quarter [1] - The top five holdings include Uber, Brookfield, Howard Hughes Holding, Restaurant Brands International, and Amazon, with Amazon being a newly established position [1] - The company significantly increased its stake in Alphabet shares [1] Group 2: Exits - Pansing Square completely exited its position in Canadian Pacific Railway, a railway operator [1]