邓晓峰、冯柳、夏俊杰、董承非等百亿私募大佬2025年三季度重仓股出炉！

Core Insights - The article provides an overview of the A-share holdings of seven prominent private equity fund managers as of the end of Q3 2025, highlighting their investment strategies and stock performance [2][3]. Group 1: Fund Managers' Holdings - As of the end of Q3 2025, the seven fund managers collectively held shares in 43 A-share companies, with a total market value of approximately 270.87 billion yuan, and an average increase of 30.85% in stock prices for the year [3]. - Among the fund managers, only Feng Liu had a holding value exceeding 100 billion yuan, with a total of 140.2 billion yuan across 12 companies [3]. - The fund managers with more than five holdings include Deng Xiaofeng, Feng Liu, Xia Junjie, and Dong Chengfei [3]. Group 2: Individual Fund Manager Insights - Deng Xiaofeng, managing approximately 94.08 billion yuan across five companies, reduced his stake in Zijin Mining, which saw a significant price increase this year [7][8]. - Feng Liu, with a total holding of 140.2 billion yuan, reduced his position in Hikvision for four consecutive quarters, currently holding 288 million shares valued at 88.26 billion yuan [10]. - Zhuo Liwei increased his stake in Chao Hong Ji, benefiting from a nearly 150% price increase this year, with a total holding value of 1.46 billion yuan [11]. - Xia Junjie managed 11.9 billion yuan across 14 companies, with new investments in four companies, including Huayu Automotive [12]. - Dong Chengfei focused on semiconductor companies, holding 20.63 billion yuan across seven companies, with an average price increase of 65.16% this year [14]. - Jiang Tong reduced her stake in a computer company, with a current holding value of approximately 1.39 billion yuan, reflecting a nearly 50% price increase this year [16]. - Wu Weizhi managed 1.21 billion yuan across three basic chemical companies, with a new investment in Hunan Haili [16][17].