重磅！8大顶级机构Q4持仓汇总

Core Viewpoint - The article provides insights into the holdings of various well-known investment institutions as of December 31, 2025, highlighting significant positions, increases, and decreases in their portfolios [3][5][10][13][15][17][21][23]. Group 1: Major Holdings - Baillie Gifford has a portfolio consisting of 265 companies with a total market value of $120 billion [5]. - Berkshire Hathaway holds 42 companies with a market value of $274 billion [10]. - Ark Invest, led by Cathie Wood, has 200 companies in its portfolio valued at $15.1 billion [13]. - David Tepper's holdings include 39 companies with a market value of $6.93 billion [17]. - Hillhouse Capital, managed by Zhang Lei, has 33 companies valued at $3.1 billion [21]. Group 2: Increased Holdings - Baillie Gifford's significant increases include positions in Nvidia (6.80%) and Datadog [6]. - Berkshire Hathaway increased its stake in Chevron (22.6%) and Apple [11]. - Ark Invest has notably increased its holdings in Tesla (8.7%) and CoreWeave [14]. - David Tepper has increased his positions in Micron Technology and Korean ETFs [17]. - Hillhouse Capital has increased its stake in Alibaba (39.17%) and Pinduoduo [21]. Group 3: Decreased Holdings - Baillie Gifford has reduced its holdings in several companies, including Axon and Cloudflare [6][7]. - Berkshire Hathaway has decreased its positions in Apple and American Express [11]. - Ark Invest has reduced its stake in Tesla and Palantir [14]. - David Tepper has decreased his holdings in Alibaba and AMD [17]. - Hillhouse Capital has reduced its positions in various companies, including Futu Holdings [21].