本季度对冲基金13F比较值得注意的持仓:
D1 Capital: 增加124,000股Shopify和T-Mobile,Coupa,Bumble,Peloton,新东方
Elliott Investment Management: 重仓Discovery和AT&T, 最近的收购跟他们有关系.增加了E2open,Twitter的持股.重仓Dell
Pershing Square: 增加了Domino披萨，Howard Hughes的持股
Appaloosa: 增加Chesapeake Energy
Melvin: 增加Snowflake, Uber和 Autodesk
Glenview: 增加Butterfly Network, Cigna
Greenlight Capital: 增加FinServ,Danimer Scientific
Berkshire: 增加Aon, Kroger,Verizon
Viking: 增加Bank of America, General Electric
哈佛大学基金: 增加Intercontinental Exchange
Jana Partners: 增加Vonage Holdings, TreeHouse Foods
Duquesne: 增加花旗，Palantir
沙特主权基金: 增加Coupang, Activision Blizzard, Electronic Arts, Take-Two Interactive Software
Generation Investment Management: 增加亚马逊
Maverick Capital: 增加Coupang
Soroban Capital: 增加Domino’s Pizza
索罗斯: 增加ViacomCBS, Discovery和百度
Coatue: 增加Farfetch
Tiger Global: 增加Roblox和Sea
13F披露后 After Market Hour📈📉比较多的股票可以关注
#stocktalk
D1 Capital: 增加124,000股Shopify和T-Mobile,Coupa,Bumble,Peloton,新东方
Elliott Investment Management: 重仓Discovery和AT&T, 最近的收购跟他们有关系.增加了E2open,Twitter的持股.重仓Dell
Pershing Square: 增加了Domino披萨，Howard Hughes的持股
Appaloosa: 增加Chesapeake Energy
Melvin: 增加Snowflake, Uber和 Autodesk
Glenview: 增加Butterfly Network, Cigna
Greenlight Capital: 增加FinServ,Danimer Scientific
Berkshire: 增加Aon, Kroger,Verizon
Viking: 增加Bank of America, General Electric
哈佛大学基金: 增加Intercontinental Exchange
Jana Partners: 增加Vonage Holdings, TreeHouse Foods
Duquesne: 增加花旗，Palantir
沙特主权基金: 增加Coupang, Activision Blizzard, Electronic Arts, Take-Two Interactive Software
Generation Investment Management: 增加亚马逊
Maverick Capital: 增加Coupang
Soroban Capital: 增加Domino’s Pizza
索罗斯: 增加ViacomCBS, Discovery和百度
Coatue: 增加Farfetch
Tiger Global: 增加Roblox和Sea
13F披露后 After Market Hour📈📉比较多的股票可以关注
#stocktalk