| 股票代码 | 公司 | 2021 Q1 | 2021 Q2 | 2021 Q3 | 2021 Q4 |
|---|---|---|---|---|---|
| BEKE | 贝壳 | 58,600 | 9,677,947 | 9,545,997 | |
| ZTO | 中通快递 | 10,707,762 | 9,745,762 | 6,582,662 | 6,582,662 |
| QD | 趣店 | 5,472,601 | 5,472,601 | 5,472,601 | 5,472,601 |
| NTES | 网易 | 2,457,070 | 2,457,070 | 2,772,957 | 2,772,957 |
| PDD | 拼多多 | 2,617,997 | 2,617,997 | 2,005,369 | 2,709,957 |
| QFIN | 奇富科技 | 2,902,722 | 3,699,622 | 2,341,368 | 2,341,368 |
| SE | Sea Limited | 2,288,273 | 2,210,256 | 1,919,820 | 2,188,208 |
| BZ | BOSS直聘 | 818,550 | 1,321,250 | 2,065,250 | |
| YMM | 满帮 | 260,000 | 1,394,548 | 1,394,548 | |
| KWEB | 中概 ETF | 1,389,000 | |||
| JD | 京东 | 689,900 | 755,175 | 755,175 | 1,265,401 |
| SY | 新氧 | 2,390,101 | 1,247,483 | 1,247,483 | 1,247,483 |
| META | Meta | 1,141,920 | 1,228,620 | 1,228,620 | 1,090,920 |
| LI | 理想汽车 | 885,600 | 284,000 | 984,500 | |
| YI | 1药网 | 836,440 | 836,440 | 836,440 | 836,440 |
| YY | 欢聚时代 | 341,000 | 341,000 | 704,364 | 704,364 |
| BILI | 哔哩哔哩 | 337,186 | 579,539 | 523,039 | 683,039 |
| VIPS | 唯品会 | 200,000 | 601,000 | 601,000 | 601,000 |
| RERE | 万物新生 | 525,000 | 525,000 | 525,000 | |
| FUTU | 富途控股 | 25,916 | 46,216 | 46,216 | 524,409 |
| DASH | Doordash | 553,012 | 140,032 | 510,052 | |
| DIDI | DIDI GLOBAL INC | 503,900 | |||
| BABA | 阿里巴巴 | 108,541 | 108,541 | 108,541 | 306,541 |
| WOLF | WOLFSPEED INC | 279,761 | |||
| XPEV | 小鹏汽车 | 138,000 | 218,370 | ||
| CVNA | CARVANA CO | 13,700 | 76,833 | 183,733 | 183,733 |
| MSFT | 微软 | 441,387 | 426,011 | 168,000 | 168,000 |
| PTON | PELOTON INTERACTIVE INC | 170,340 | 143,090 | ||
| NVDA | 英伟达 | 9,524 | 9,339 | 23,614 | 119,314 |
| GOOGL | 谷歌A | 22,375 | 25,937 | 48,633 | 98,233 |
| XYF | 小意科技 | 315,728 | 315,728 | 185,401 | 84,278 |
| TSM | 台积电 | 345,473 | 226,500 | 83,400 | 41,200 |
| ALB | ALBEMARLE CORP | 20,600 | 20,600 | ||
| TSLA | 特斯拉 | 14,285 | |||
| GSX | 高途 | 223,000 | 223,000 | ||
| AAPL | 苹果 | 169,000 | |||
| CCM | 泰和诚医疗 | 113,549 | 17,482 | ||
| VNET | 世纪互联 | 69,388 | |||
| API | 声网 | 150,000 | |||
| SQ | Block | 17,500 | 114,989 | ||
| EDU | 新东方 | 707,820 | 8,589,820 | ||
| UBER | 优步 | 162,356 | 142,556 | ||
| WYNN | WYNN RESORTS LTD | 26,065 | 42,765 | ||
| HCM | 和黄医药 | 100,169 | |||
| SNOW | Showflake | 44,500 | |||
| ZLAB | 再鼎医药 | 37,015 | |||
| AMZN | 亚马逊 | 5,763 | 3,636 | ||
| CREE | CREE INC | 279,761 | |||
| AYX | ALTERYX INC | 21,013 | |||
| TAL | 好未來 | 741,404 | 923,800 | 1,060,800 | |
| NOW | ServiceNow | 10,760 | 16,958 |
