高瓴Q3清倉蘋果、滴滴;大幅減持B站、拼多多;加倉生物科技公司
11月16日消息,根據最新公佈的13F美股持倉顯示,截止三季度末,高瓴美股持倉規模達76.5億美元,較上次報告的97.1億美元下降21%。

買入方面,高瓴Q3增持京東、賽富時。此外還買入超1000萬股製藥公司傳奇生物股票、700萬股天境生物。

高瓴Q3建倉理想汽車,買入108萬股ADR;同時還建倉Sea Limited和美國超微公司。高瓴還建倉了生物科技公司Illumina,Cytek Biosciences,Erasca等。

賣出方面,高瓴三季度大幅減持拼多多409萬股,持倉比例降至3.33%,同時還賣出近7成的嗶哩嗶哩持倉。此外還減持了小鵬、中通、愛彼迎、塗鴉智能及名創優品。

值得注意的是,高瓴Q3清倉了蘋果、Zoom、網易、滴滴、新東方等。

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