景林投资 2022 Q3 美股持仓列表
持有证券数：26，总市值：14.7（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 |
16,331,470 |
2.9 |
19.43% |
减仓 |
-19.7% |
|
PDD
|
拼多多 |
3,241,060 |
2.0 |
13.77% |
加仓 |
+61.5% |
|
NTES
|
网易 |
2,561,839 |
1.9 |
13.15% |
加仓 |
+16.5% |
|
SE
|
Sea Limited |
2,133,573 |
1.2 |
8.12% |
加仓 |
+2% |
|
JD
|
京东 |
2,072,045 |
1.0 |
7.08% |
减仓 |
-35.5% |
|
YMM
|
满帮 |
13,564,314 |
0.89 |
6.03% |
加仓 |
+5.7% |
|
ZTO
|
中通快递 |
3,261,911 |
0.78 |
5.32% |
减仓 |
-46.2% |
|
FUTU
|
富途控股 |
1,651,981 |
0.62 |
4.18% |
持平 |
0% |
|
DASH
|
Doordash |
1,212,448 |
0.60 |
4.07% |
加仓 |
+62.8% |
|
BZ
|
BOSS直聘 |
3,233,645 |
0.55 |
3.71% |
减仓 |
-4.6% |
|
GOOGL
|
谷歌A |
530,433 |
0.51 |
3.45% |
加仓 |
+1274.4% |
|
META
|
Meta |
278,607 |
0.38 |
2.57% |
减仓 |
-33.3% |
|
QFIN
|
奇富科技 |
2,341,368 |
0.30 |
2.04% |
持平 |
0% |
|
BABA
|
阿里巴巴 |
251,298 |
0.20 |
1.37% |
减仓 |
-79.8% |
|
XBI
|
标普生物科技ETF |
227,839 |
0.18 |
1.23% |
减仓 |
-35.4% |
|
AAPL
|
苹果 |
87,400 |
0.12 |
0.82% |
持平 |
0% |
|
MSFT
|
微软 |
48,200 |
0.11 |
0.76% |
持平 |
0% |
|
EDU
|
新东方 |
456,645 |
0.11 |
0.74% |
新进 |
— |
|
JKS
|
晶科能源 |
181,800 |
0.10 |
0.68% |
持平 |
0% |
|
GRAB
|
GRAB HOLDINGS LIMITED |
3,559,700 |
0.09 |
0.64% |
加仓 |
+68.7% |
|
LULU
|
露露柠檬 |
13,540 |
0.04 |
0.26% |
持平 |
0% |
|
LVS
|
金沙集团 |
89,300 |
0.03 |
0.23% |
新进 |
— |
|
YI
|
1药网 |
836,440 |
0.02 |
0.15% |
持平 |
0% |
|
BILI
|
哔哩哔哩 |
102,799 |
0.02 |
0.11% |
减仓 |
-81.7% |
|
RERE
|
万物新生 |
525,000 |
0.01 |
0.08% |
持平 |
0% |
|
XYF
|
小意科技 |
70,198 |
0.00 |
0.01% |
持平 |
0% |
|
KWEB
|
中概 ETF |
— |
— |
— |
清仓 |
-100% |
|
TME
|
腾讯音乐 |
— |
— |
— |
清仓 |
-100% |
|
NVDA
|
英伟达 |
— |
— |
— |
清仓 |
-100% |
|
TSM
|
台积电 |
— |
— |
— |
清仓 |
-100% |
|
QD
|
趣店 |
— |
— |
— |
清仓 |
-100% |
|
ALB
|
ALBEMARLE CORP |
— |
— |
— |
清仓 |
-100% |
|
TSLA
|
特斯拉 |
— |
— |
— |
清仓 |
-100% |
