Author: xjadmin

On May 16th, Third Point, a hedge fund under Daniel Loeb, cleared all its holdings in electric car manufacturer Tesla and social media giant Meta Platforms Inc. in the first quarter, and also reduced its holdings in Amazon by more than 1 million shares, bringing its total holdings to 2.35 million shares. However, the hedge fund increased its holdings in artificial intelligence chip manufacturer NVIDIA and also increased its holdings in stocks such as Apollo, Pacific Power, US Steel, and AT&T. In its investment portfolio, the top five in proportion are Pacific Power, Amazon, TSMC ADR, Live Nation, and Telephone&Data.

On May 16th, a 13F report showed that Duquesne Family Office LLC., a subsidiary of Stanley Druckenmiller, built long positions in the first quarter in DocuSign, CCC Intelligent Solutions, EQT, and Caesar Entertainment Twilio。 Clearing SLM, US Steel, Warner Bros. Exploration, Vistra, etc. Increase holdings in Flutter, TSMC Insmed、 Tiwa Pharmaceutical and Eli Lilly Pharmaceutical. Reduce holdings in related companies such as COHR and Seagate Technology Natera、 United Airlines, Amazon. The top five companies in the investment portfolio are Natera, Tiwa Pharmaceuticals, Korean e-commerce company Coupang, Woodward, and Philip Morris.

On May 16th, a 13F report showed that Soros’ investment fund heavily invested in satellite manufacturer AST SpaceMobile Inc. (a competitor to SpaceX) and Nvidia, while selling shares in the rapidly advancing AMD and other large technology companies. The fund company also disclosed new investments in JPMorgan Chase and Bitcoin miner Cipher Mining Inc.

On May 16th, in a key match of the 36th round of the 2024-25 Spanish La Liga, Barcelona Football Club defeated their regional opponent Espanyol 2-0 away with a goal from Yamal and Firmin in the second half, securing the championship of the 2024-25 La Liga two rounds ahead of schedule. This is the 28th time in Barcelona’s history that they have won the La Liga championship. This season, Barcelona has already won three championship trophies: La Liga, Spanish Super Cup, and Spanish King’s Cup.

On May 16th, HHLR Advisors, an independent fund management platform under Hillhouse that focuses on secondary market investments, released its US stock holdings data as of the end of the first quarter of 2025. According to the 13F file, the total market value of HHLR’s holdings in the first quarter increased from $2.887 billion at the end of the previous quarter to $3.539 billion, an increase of nearly 23%. Data shows that in the first quarter, HHLR continued to increase its asset allocation in China, entering and increasing its holdings of nearly 20 Chinese concept stocks, including 10 newly acquired companies such as Yaduo Group, Huazhu Group, Baidu, Yuchai International, Ideal Automobile, Boss Zhipin, and Yikatong Technology, as well as 8 newly acquired companies such as Futu Holdings, Pinduoduo, NetEase, Beike, JD.com, Ctrip, and Zhongtong Express. As of the end of the first quarter of 2025, the top ten heavy holdings of HHLR are: Pinduoduo, Alibaba, Futu Holdings, BeiGene, NetEase, Beike, Legendary Biotech, JD.com, Vipshop WNS HLDGS LTD， Chinese concept stocks hold 9 seats. HHLR reduced its holdings in companies such as Alibaba and BeiGene in the first quarter.

On May 16, according to the report of the United Nations Office for the Coordination of Humanitarian Affairs on the 15th, the armed conflict in the Gaza Strip continued to escalate, causing more civilian deaths and displacement, as well as serious damage to infrastructure. The Israeli military issued three new evacuation orders from the 14th to the 15th, affecting about 7% of the Gaza Strip and approximately 100000 people. Some evacuation orders overlapped with previous orders, resulting in the impact of 30 displaced person shelters, 6 temporary teaching sites, and multiple water and sanitation facilities. Currently, about 71% of the area in Gaza has been designated as an evacuation zone or military control zone, seriously hindering humanitarian rescue operations. Currently, there are still about 9000 trucks carrying humanitarian supplies stranded at the border. The United Nations urges the immediate opening of aid channels to prevent further escalation of humanitarian disasters.

On May 16th, Soros Capital Management LLC’s 13F report showed that the hedge fund, founded by Robert Soros, son of George Soros, restructured its Chinese assets in the first quarter. The newly established positions include Alibaba, Yum China, and iShares Anshuo China Large Cap ETF (FXI), with FXI, Yum China, and Alibaba ranking 5th, 7th, and 8th respectively.

On the evening of May 15th local time, air raid sirens sounded in several central areas of Israel, including Jerusalem and Tel Aviv. The Israeli military stated that “a missile was detected being fired from Yemen towards Israel, and the Israeli military has intercepted it.” According to Israel’s “News Agency,” flights at Ben Gurion International Airport near Tel Aviv were temporarily suspended during the air raid sirens. In the past two days, the Houthi militants in Yemen have launched missiles at Israel at least four times. (CCTV International News)

On May 16th, according to the 13F report, Tiger Global built long positions in AppLovin and Zillow (both C-class and A-class stocks) in the first quarter GE Vernova、Block。 Increase holdings in Veeva, Pinduoduo, Korean e-commerce company Coupang, Eli Lilly, and Microsoft. Clearance Qualcomm Datadog（DDOG）、Atlassian（TEAM）、OKLO、 And ARM. Reduce holdings of Apollo Global and Uber. Heavy holdings include Meta, Microsoft Sea Ltd.、 Google’s parent company Alphabet and Amazon.

On May 16, the Ministry of Foreign Affairs of Türkiye announced that Turkish Foreign Minister Ferdan held talks with US Secretary of State Rubio during his attendance at the NATO Foreign Ministers’ Informal Meeting in Antalya on the same day, focusing on a series of regional and global hot spot topics such as the Russia Ukraine war, the Palestine Israel conflict, and the Iranian nuclear issue. The two sides stressed that dialogue should be the priority path to resolve the conflict between Russia-Ukraine conflict, and the ceasefire should be promoted through negotiations. They also said that they would continue to support Russia and Ukraine to carry out direct dialogue and promote substantive progress in diplomatic efforts.