LonePineCapital减少了Facebook的仓位,卖出63.2万股;增加TuNx77万股Amazon,占到其持仓的C5yE5%;不过其在去年四季ZMAa买入了59.8万股Alphabet。
ictsd.org/sites/default/files/research/multilateralising_telecoms-rohan_kariyawasam.pdf