另一份提交给监管机构的13-F文件显示，截至9月份的三个月里，亿万富翁大卫·泰珀旗下公司Appaloosa Management对京东的投资增加了69%，对Goldman Sachs' report shows that US hedge funds increased their investments in Chinese companies listed in the US in the third quarter.
Goldman Sachs' report shows that US hedge funds increased their investments in Chinese companies listed in the US in the third quarter, with e-commerce retailers $JD.com (JD.US)$and data center operators being the most favored. The Wednesday report shows that US hedge funds' exposure to Chinese stocks trading in the world's largest capital markets has reached the highest level since the end of 2021.$GDS Holdings (GDS.US)$Goldman Sachs points out that in the early fourth quarter, about 25% of US long-short equity funds held at least one so-called China concept ADR long position. JD.com is the most popular, attracting 47 hedge funds, with 26 funds increasing their holdings of JD.com shares in the third quarter. Following JD.com are data center operator GDS Holdings and chain hotel
companies.$Atour Lifestyle Holdings (ATAT.US)$Reflecting investors' optimistic attitude towards the recovery of consumer and the growing demand for ai.
Another 13-F filing submitted to regulatory institutions shows that in the three months ending in September, billionaire David Tepper's company Appaloosa Management increased its investment in jd.com by 69%, and its shareholding in$PDD Holdings (PDD.US)$more than doubled.
Meanwhile, Scion Asset Management, founded by 'The Big Short' prototype Michael Berry, famous for shorting the USA real estate market in 2008, doubled its long position in jd.com in the third quarter.
In the third quarter, Singapore-based emerging hedge fund Keystone Investors Pte significantly invested in US-listed Chinese stocks and etfs. Among the new positions Keystone established in the third quarter were three major chinese ETFs, including $iShares China Large-Cap ETF (FXI.US)$ which had 1570 shares. $KraneShares CSI China Internet ETF (KWEB.US)$ There are 6090 shares, Deutsche Bank X-trackers Harvest.$CSI 300 Index (399300.SZ)$Chinese A-share base.$China Southern Shanghai Gold ETF (159834.SZ)$There are 0.225 million shares. At the same time, Keystone has also increased long positions in the third quarter.$Alibaba (BABA.US)$、$Li Auto (LI.US)$、$H World Group (HTHT.US)$、$Yum China (YUMC.US)$shareholding $PDD Holdings (PDD.US)$ 、 $Trip.com (TCOM.US)$ 、$Taiwan Semiconductor (TSM.US)$。
Editor/rice
