Recent fund filings reveal JPMorgan adjusted several Hong Kong equity positions, raising stakes in Kingdee, China Southern Airlines, and Hesai, while trimming holdings in Meituan, Cathay Pacific, and…
L1 Capital's Q2 2026 letter reveals it sold Salesforce shares on a price bounce to increase its Nvidia position, citing AI-driven business model risks for CRM and stronger conviction in Nvidia's AI l…