The disclosure of US stock position documents (13F) has reached an intensive period. According to SEC regulations, fund managers managing assets exceeding 100 million US dollars must publish a document called “Form 13F” within 45 days after the end of each quarter to disclose their holdings in stocks and bonds.
In the first quarter, the US financial market continued to be turbulent, but the technology sector led the rally. Asset management giants rushed to fund US Internet technology stocks during this period, and there were also institutions that voted with their feet to express a cautious attitude about the future of technology stocks. We have compiled some changes in institutional positions for your reference.
Soros Fund clears Tesla! Increase holdings in Walmart and JD!
At the end of the first quarter, the total holdings of Soros Fund were 6.487 billion US dollars, a slight decline from 7.261 billion US dollars in the previous reporting period. In the first quarter, the Soros Fund added 66 new stocks, increased its holdings by 31 stocks, cleared 89 stocks, and reduced its holdings by 54 stocks.
Soros Fund this quarterNew positions added to Walmart, Netflix, and JD. It increased its shares in Qualcomm by 50.5% to 104,350 shares, its shares in Nike by 160% to 166,720 shares, and its shares in Uber by nearly 50% to 818955 shares. In addition, Soros Fund also increased its holdings in Estée Lauder, Yingtou Securities, and SNOWFLAKE. Pinduoduo added 1.6 million new shares, while Jiaxin Wealth Management and SEA added 350,000 shares and 200,000 new shares respectively.
The Soros Fund also bought a new railway operator C...