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13F: Alibaba Group added 1stdibs.com Inc. to its investments and exited Groupon Inc. in Q2

阿里巴巴第二季度13F报告: 重仓B站Z类股,维持在1000万股,市值12.2亿美元; 重仓微博ADR,维持900万份ADR不变,市值4.736亿美元; 重仓小鹏汽车ADR,维持665万份ADR不变,市值2.954亿美元; 重仓Hello Group,新建仓家具商1stdibs,清仓Groupon

Highlights:
Bilibili Inc. Class Z-ADR was the biggest holding, representing 57% of disclosed assets
One new buy:
1stdibs: 1.46 million shares valued at $51 million, representing 3.9% of shares outstanding
One exited holding:
Groupon: 1.05 million shares valued at $53.2 million
Top holdings:
Bilibili Class Z: unchanged at 10 million shares valued at $1.22 billion
Weibo Corp. Class A-ADR: unchanged at 9 million valued at $473.6 million
XPeng Inc.-ADR: unchanged at 6.65 million valued at $295.4 million
Hello Group Inc. Class A-ADR: unchanged at 5 million valued at $76.6 million
1stdibs.com Inc.: up 1.46 million, to 1.46 million valued at $51 million, representing 3.9% of shares outstanding
The company's disclosed holdings rose 11% in value in the second quarter to $2.14 billion. The Standard & Poor's 500 index advanced 5.8%.
Shares outstanding percentage is shown where ownership exceeds 1%.
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