Group 1 - HHLR Advisors reported a total of 33 stocks with a total market value of $4.1 billion as of the end of Q3 2025, an increase of $990 million or 32% from the previous quarter [1] - The top ten holdings of HHLR Advisors include Pinduoduo, Alibaba, Futu, and others, with over 90% of the portfolio consisting of Chinese concept stocks [1] - Significant increases in holdings were noted for Alibaba, with a purchase of 2.14 million shares (an increase of 186%) and a market value of $588 million, making it the second-largest holding [1] Group 2 - Baidu entered the top ten holdings for the first time, with a purchase of 1.64 million shares and a market value of $216 million, ranking as the sixth-largest holding [2] - HHLR Advisors also initiated positions in Manbang Group and SEA, while reducing holdings in Futu, NetEase, and others, and completely exited positions in JD.com, Vipshop, and Li Auto [2] - Other firms like Jinglin Asset and H&H International Investment also reported significant increases in their U.S. stock holdings, with Jinglin's holdings rising to $4.44 billion, a 54% increase from the previous quarter [2] Group 3 - H&H Fund's total market value increased from $11.5 billion in Q2 to $14.7 billion in Q3, with Apple remaining the largest holding despite a reduction in shares [3] - The top ten holdings of H&H Fund include Apple, Berkshire B, Pinduoduo, and others, with Apple's market value at $8.9 billion, accounting for 60% of the total portfolio [3]

近期，华尔街金融机构陆续向美国SEC提交最新的13F报告，披露三季度所持美股股票和持仓规模。 作为"投资风向标"，华尔街这些投资大鳄们都有哪些新动向？ 小摩偏爱英伟达 根据美国证券交易委员会披露，摩根大通持仓总市值为1.67万亿美元，上一季度为1.53万亿美元。 摩根大通第三季度新增864只个股、增持3144只个股、减持2747只个股，清仓527只个股。其中，前十大 持仓标的占总市值的26.36%。 | 2025-09-30 | | | --- | --- | | 13F Activity | | | Market Value | $1.67t, Prior: $1.53t | | Inflows (Outflows) as % of Total MV | +1.9843% | | New Purchases | 864 stocks | | Added To | 3144 stocks | | Sold out of | 527 stocks | | Reduced holdings in | 2747 stocks | | Top 10 Holdings % | 26.36% | | Turnover % ...

智通财经APP获悉，投资大佬段永平美股持仓主体H&H International Investment披露了截至2025年6月30日的第二季度持仓报告(13F)。据统计，H&H二季度 美股持仓总市值达115亿美元，上一季度总市值为120亿美元，环比下降4%。H&H的持仓组合中新增了0只个股，增持了4只个股，减持了4只个股，清仓了1 只个股。其中前十大持仓标的占总市值的100%。 | 2025-06-30 | | | --- | --- | | 13F Activity | | | Market Value | $11.5b, Prior: $12.0b | | Inflows (Outflows) as % of Total MV | +3.6782% | | New Purchases | 0 stocks | | Added To | 4 stocks | | Sold out of | 1 stocks | | Reduced holdings in | 4 stocks | | Top 10 Holdings % | 100% | 阿里巴巴(BABA.US)位列第五，持仓约375万股，持仓市值约4.2 ...

根据美国证券交易委员会(SEC)披露，沙特最大规模主权财富基金——公共投资基金(PIF)递交了截至2025年3月31日的第一季度美股持仓报告(13F)。 芯片设计领域领导者ARM(ARM.US)看涨期权位列第五，持仓约890万股，持仓市值约为9.5亿美元，占投资组合比例为3.72%，持仓数量环比降低9.06%。 | BY CHANGE IN % PORTFOLIO | BY LARGEST VALUE | BY CHANGE IN % PORT | | --- | --- | --- | | Name | % Change | Name | | SYK Stryker Corp (CALL) | 0.46% | BKNG Booking Holo | | HCA HCA Healthcare Inc (CALL) | 0.41% | SBUX Starbucks Co | | ZTS Zoetis, Inc (CALL) | 0.4% | PYPL PayPal Holdin | | ASML ASML Holding NV (CALL) | 0.31% | ARM Arm Holdings | | BAC ...