景林投资 2022 Q2 美股持仓列表
持有证券数：31，总市值：22.4（亿美元）
| 股票代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
BEKE
|
贝壳 |
20,343,236 |
3.7 |
16.27% |
减仓 |
-0.4% |
|
JD
|
京东 |
3,212,537 |
2.1 |
9.19% |
减仓 |
-26.2% |
|
NTES
|
网易 |
2,199,220 |
2.1 |
9.15% |
减仓 |
-38.9% |
|
KWEB
|
中概 ETF |
6,136,400 |
2.0 |
8.96% |
持平 |
0% |
|
ZTO
|
中通快递 |
6,062,697 |
1.7 |
7.41% |
减仓 |
-2.9% |
|
BABA
|
阿里巴巴 |
1,242,543 |
1.4 |
6.29% |
加仓 |
+305.3% |
|
SE
|
Sea Limited |
2,092,334 |
1.4 |
6.23% |
加仓 |
+23.6% |
|
PDD
|
拼多多 |
2,007,188 |
1.2 |
5.53% |
加仓 |
+13.6% |
|
YMM
|
满帮 |
12,828,014 |
1.2 |
5.18% |
加仓 |
+81.1% |
|
BZ
|
BOSS直聘 |
3,389,914 |
0.89 |
3.97% |
减仓 |
-5.5% |
|
FUTU
|
富途控股 |
1,651,981 |
0.86 |
3.84% |
持平 |
0% |
|
GOOGL
|
谷歌A |
38,594 |
0.84 |
3.75% |
减仓 |
-32.3% |
|
META
|
Meta |
417,910 |
0.67 |
3% |
减仓 |
-32.1% |
|
DASH
|
Doordash |
744,527 |
0.48 |
2.13% |
加仓 |
+0.2% |
|
QFIN
|
奇富科技 |
2,341,368 |
0.41 |
1.8% |
持平 |
0% |
|
TME
|
腾讯音乐 |
6,267,765 |
0.31 |
1.4% |
持平 |
0% |
|
XBI
|
标普生物科技ETF |
352,839 |
0.26 |
1.17% |
加仓 |
+511.7% |
|
NVDA
|
英伟达 |
158,200 |
0.24 |
1.07% |
减仓 |
-10.9% |
|
BILI
|
哔哩哔哩 |
560,922 |
0.14 |
0.64% |
加仓 |
+39.9% |
|
JKS
|
晶科能源 |
181,800 |
0.13 |
0.56% |
持平 |
0% |
|
MSFT
|
微软 |
48,200 |
0.12 |
0.55% |
持平 |
0% |
|
AAPL
|
苹果 |
87,400 |
0.12 |
0.53% |
持平 |
0% |
|
TSM
|
台积电 |
76,500 |
0.06 |
0.28% |
减仓 |
-38.6% |
|
QD
|
趣店 |
5,472,601 |
0.06 |
0.27% |
持平 |
0% |
|
GRAB
|
GRAB HOLDINGS LIMITED |
2,109,700 |
0.05 |
0.24% |
新进 |
— |
|
ALB
|
ALBEMARLE CORP |
20,600 |
0.04 |
0.19% |
持平 |
0% |
|
LULU
|
露露柠檬 |
13,540 |
0.04 |
0.16% |
加仓 |
+687.2% |
|
TSLA
|
特斯拉 |
2,905 |
0.02 |
0.09% |
减仓 |
-81.1% |
|
YI
|
1药网 |
836,440 |
0.02 |
0.08% |
持平 |
0% |
|
RERE
|
万物新生 |
525,000 |
0.02 |
0.07% |
持平 |
0% |
|
XYF
|
小意科技 |
70,198 |
0.00 |
0.01% |
持平 |
0% |
|
CVNA
|
CARVANA CO |
— |
— |
— |
清仓 |
-100% |
|
YY
|
欢聚时代 |
— |
— |
— |
清仓 |
-100% |
|
PTON
|
PELOTON INTERACTIVE INC |
— |
— |
— |
清仓 |
-100% |
|
SY
|
新氧 |
— |
— |
— |
清仓 |
-100% |
|
IMAB
|
天境生物 |
— |
— |
— |
清仓 |
-100% |
|
DIDI
|
DIDI GLOBAL INC |
— |
— |
— |
清仓 |
-100% |
