“老虎系”三季度持仓：老虎环球猛砍Meta，Coatue猛砍CoreWeave，Viking猛买金融股

13F文件显示，老虎环球大幅减持Meta约470万股，持仓从第一降至第六；Coatue逆势增持Meta至第一重仓，但猛砍CoreWeave 62%股份；Viking Global则将PNC金融持仓增加两倍以上，成为最大持仓。 老虎环球在三季度的最大调整是大幅削减Meta持仓。该基金卖出约470万股Meta股票，持仓从此前的最大美股多头头寸缩减至约280万股，排名跌至第 六大持仓。同时，增持亚马逊持仓至1104万股，排名升至第四。 | Stock | History | | Shares Held or Principal | Market Value | % of | Previous % of | Rank | Change in | 0% | 9/2 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | Sector | Amt | > | Portfolio | Portfolio | | Shares | Change | Ownership | | MSEL | History | INFORMATIO ...