The top three leading private equity firms disclose their holdings in US stocks, "teaming up" to increase their positions in technology and Chinese internet companies

Zhitong
2024.08.18 22:39

Recently, the US stock holdings of Gaoyi Asset, Jinglin Asset, and Hillhouse Capital have been gradually exposed, and their latest repositioning directions have also emerged. In terms of increasing positions, Chinese internet companies and technology enterprises are highly favored by top private equity firms. For example, Hillhouse Capital newly entered and increased positions in Alibaba, Vipshops, NetEase, Trip.com, etc. Jinglin Asset made a significant increase in positions in TSMC, NVIDIA, etc. Industry insiders believe that with the AI wave surging forward, the technology sector will continue to present investment opportunities. At the same time, with the steady recovery of the domestic economy, the cost-effectiveness advantage of Chinese internet companies is becoming increasingly prominent