Li Lu's position in Apple is currently worth $34.4M. That's 0.96% of their equity portfolio (13th largest holding). Li Lu started to build up the position in Apple in Q4 2020. Since then they sold 649k shares. The stake costed the investor $13.3M, netting the investor a gain of 159% so far.
On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy intervention in semiconductors...
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