Gaoyi Assets Significantly Increases Stake in Memory Chip Leader

华尔街见闻
2026.08.13 11:03
8 月 12 日，美国证券交易委员会官网披露了私募巨头高毅资产海外基金 2026 年二季度的美股持仓数据。 截至 2026 年二季度末，高毅资产海外基金共持有 19 只美股标的，持股总市值约为 9.79 亿美元（折合人民币约 66 亿元），拼多多、阿里巴巴、网易等多只中概股在列。 数据显示，高毅资产的前五大重仓股依次为台积电、华住集团、拼多多、BOSS 直聘、携程集团，合计占比超过 78%，集中度较高。
Source: 华尔街见闻 The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.