Jinglin Asset reduced its holdings in NVIDIA in the fourth quarter, heavily investing in Google, Meta, and PDD

Wallstreetcn
2026.02.06 23:54
portai
I'm PortAI, I can summarize articles.

Jinglin Asset increased its holdings in Alphabet, Intel, PDD, and other stocks in the fourth quarter, while reducing its positions in NVIDIA and Meta. Its investment portfolio heavily features Alphabet A, Meta, and PDD, with NVIDIA accounting for the seventh largest allocation. The market carries risks, and investment should be approached with caution

According to the 13F disclosure document from Jinglin Asset Management, Jinglin Asset Management Hong Kong Limited increased its holdings in Alphabet (Google A) by 929,680 shares in the fourth quarter, increased its holdings in Intel by 694,360 shares, increased its holdings in PDD by 611,310 shares, and also increased its holdings in Broadcom and Futu Holdings.

It reduced its holdings in Synopsys, Alphabet - C, Spotify, UnitedHealth, TSMC, Sea, Uber, Weride Inc., reduced its holdings in Meta Platforms by 229,060 shares, reduced its holdings in NVIDIA by 1.54 million shares, and reduced its holdings in Beike by 1.88 million shares.

In its investment portfolio, it has significant positions in Alphabet - A, Meta, PDD, NetEase, and Manbang, with NVIDIA accounting for the seventh largest allocation, followed closely by Alibaba and Intel.

Risk Warning and Disclaimer

The market carries risks, and investments should be made with caution. This article does not constitute personal investment advice and does not take into account the specific investment objectives, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk