读懂 13F | 抄底阿里、拼多多，清仓理想、滴滴！高瓴最新中概股作业来了！

13F 持仓报告显示，高瓴二季度再度大手笔建仓阿里、拼多多，阿里成第八大重仓股，京东续列第二大重仓股；狂买的海外股票为赛富时、Doordash 和 “东南亚小腾讯” Sea。今年两个季度下来，“蔚小理” 彻底被高瓴 “抛弃”。

散户 “投资风向标”、披露华尔街顶级机构持仓的 13F 季度报告堂堂出炉！

这次的主角是亚洲顶级私募高瓴资本旗下专攻二级投资的基金管理机构 HHLR Advisors。

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