| 股票代码 | 公司 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 |
|---|---|---|---|---|---|---|---|
| GRAB | GRAB HOLDINGS LIMITED | 2,109,700 | 3,559,700 | 12,389,150 | 19,361,181 | 11,400,000 | |
| YMM | 满帮 | 7,083,063 | 12,828,014 | 13,564,314 | 9,553,977 | 7,314,343 | 9,897,464 |
| ZTO | 中通快递 | 6,244,291 | 6,062,697 | 3,261,911 | 3,100,543 | 3,908,050 | 5,108,000 |
| PDD | 拼多多 | 1,767,006 | 2,007,188 | 3,241,060 | 5,578,552 | 4,239,086 | 4,701,666 |
| EDU | 新东方 | 456,645 | 613,174 | 4,300,694 | 4,393,594 | ||
| BZ | BOSS直聘 | 3,585,818 | 3,389,914 | 3,233,645 | 4,367,945 | 3,964,945 | 3,684,945 |
| QFIN | 奇富科技 | 2,341,368 | 2,341,368 | 2,341,368 | 3,487,153 | 3,241,328 | 3,241,328 |
| BEKE | 贝壳 | 20,431,036 | 20,343,236 | 16,331,470 | 4,785,838 | 3,190,838 | 3,190,838 |
| MOMO | 挚文集团 | 1,029,611 | 2,877,635 | 2,877,635 | |||
| IQ | 爱奇艺 | 2,372,678 | 2,769,278 | ||||
| NTES | 网易 | 3,600,485 | 2,199,220 | 2,561,839 | 1,733,783 | 1,787,150 | 2,318,333 |
| DASH | Doordash | 742,807 | 744,527 | 1,212,448 | 1,769,844 | 2,290,753 | 2,290,753 |
| TAL | 好未來 | 2,245,500 | 2,245,500 | ||||
| FUTU | 富途控股 | 1,651,981 | 1,651,981 | 1,651,981 | 1,030,433 | 1,801,722 | |
| META | Meta | 615,610 | 417,910 | 278,607 | 930,400 | 629,534 | 1,047,930 |
| JKS | 晶科能源 | 181,800 | 181,800 | 181,800 | 303,800 | 569,933 | |
| RERE | 万物新生 | 525,000 | 525,000 | 525,000 | 525,000 | 525,000 | 525,000 |
| QCOM | 高通 | 463,800 | |||||
| YI | 1药网 | 836,440 | 836,440 | 836,440 | 348,863 | 348,863 | 348,863 |
| NVDA | 英伟达 | 177,600 | 158,200 | 325,320 | 324,720 | ||
| MSFT | 微软 | 48,200 | 48,200 | 48,200 | 48,200 | 281,300 | 311,300 |
| LI | 理想汽车 | 165,300 | |||||
| AMD | AMD | 110,000 | |||||
| XYF | 小意科技 | 70,198 | 70,198 | 70,198 | 70,198 | 70,198 | 32,627 |
| ZLAB | 再鼎医药 | 15,100 | 15,100 | 15,100 | |||
| MU | 美光科技 | 10,538 | 10,538 | 10,538 | |||
| BKNG | Booking Holdiing | 3,400 | 3,400 | ||||
| LULU | 露露柠檬 | 1,720 | 13,540 | 13,540 | 5,810 | 1,100 | 700 |
| DIDI | DIDI GLOBAL INC | 289,000 | |||||
| LVS | 金沙集团 | 89,300 | 409,910 | ||||
| TSLA | 特斯拉 | 15,400 | 2,905 | 9,500 | 21,200 | ||
| GOOGL | 谷歌A | 57,032 | 38,594 | 530,433 | 518,600 | ||
| ALB | ALBEMARLE CORP | 20,600 | 20,600 | ||||
| JD | 京东 | 4,351,842 | 3,212,537 | 2,072,045 | 3,133,000 | ||
| QD | 趣店 | 5,472,601 | 5,472,601 | ||||
| KWEB | 中概 ETF | 6,136,400 | 6,136,400 | ||||
| CVNA | CARVANA CO | 363,233 | |||||
| TSM | 台积电 | 124,500 | 76,500 | 523,842 | |||
| IMAB | 天境生物 | 54,206 | |||||
| BABA | 阿里巴巴 | 306,541 | 1,242,543 | 251,298 | 56,900 | 397,343 | |
| YY | 欢聚时代 | 704,364 | |||||
| XBI | 标普生物科技ETF | 57,686 | 352,839 | 227,839 | 144,339 | ||
| RLX | 雾芯科技 | 1,460,000 | |||||
| TME | 腾讯音乐 | 6,267,765 | 6,267,765 | ||||
| HOOD | ROBINHOOD MKTS INC | 321,400 | |||||
| SE | Sea Limited | 1,692,376 | 2,092,334 | 2,133,573 | 1,189,390 | 426,766 | |
| BILI | 哔哩哔哩 | 400,999 | 560,922 | 102,799 | |||
| PTON | PELOTON INTERACTIVE INC | 143,090 | |||||
| AAPL | 苹果 | 87,400 | 87,400 | 87,400 | |||
| SNOW | Showflake | 8,800 | 8,800 | ||||
| SY | 新氧 | 1,247,483 |
