According to the data, the $2.89 billion Emerging Market Growth Fund under the US investment advisory firm Driehaus Capital Management opened a position in February to expand eight stocks including CNPC H shares and liquidate eight stocks including Vale ADR. It increased its holdings of 73 stocks including TSMC, New Oriental ADR, and Sands China, and reduced its holdings by 24 stocks including Pinduoduo and Tencent Holdings. Heavy stocks include TSMC, Samsung Electronics, and Tencent Holdings.
跑赢94%同行的Driehaus新兴市场基金大手笔买进中石油，出清联想
Driehaus Emerging Markets Fund, which outperformed its peers by 94%, bought CNPC in a big deal and got rid of Lenovo
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