Billion Private Equity’s Latest Positions Exposed: Deng Xiaofeng and Feng Liu’s Frequent Actions

With the intensive disclosure of the first quarter reports of listed companies, the latest holdings of billions of private equity funds have surfaced. In the first quarter of this year, Gao Yi Asset Management’s Deng Xiaofeng took frequent actions, reducing his holdings in cyclical stocks such as Zijin Mining, Yunlu Group, and Chinalco. There were signals of partial profit taking from these cyclical stocks, and he also made new purchases in Naxin Micro; Feng Liu reduced his holdings in Baofeng Energy and Hikvision, increased his holdings in Longbai Group, and newly entered Ruifeng New Materials.