TREE NEWS reports: Hillhouse Capital’s Q2 13F filing shows a significant increase in semiconductor and storage positions, with Micron and SanDisk holdings up 283% and 192% respectively. The firm trimmed Nvidia and NetEase, while adding new stakes in Alibaba, Visa, and others. Total US equity portfolio value stood at $979 million.
Hillhouse Capital Q2: Boosts Micron, SanDisk; Cuts Nvidia
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