景林投资 2021 Q2 美股持仓列表
持有证券数：37，总市值：0.03（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
SE
|
Sea Limited |
2,210,256 |
0.01 |
21.23% |
减仓 |
-3.4% |
|
META
|
Meta |
1,228,620 |
0.00 |
14.94% |
加仓 |
+7.6% |
|
PDD
|
拼多多 |
2,617,997 |
0.00 |
11.63% |
持平 |
0% |
|
ZTO
|
中通快递 |
9,745,762 |
0.00 |
10.34% |
减仓 |
-9% |
|
NTES
|
网易 |
2,457,070 |
0.00 |
9.9% |
持平 |
0% |
|
QFIN
|
奇富科技 |
3,699,622 |
0.00 |
5.41% |
加仓 |
+27.5% |
|
MSFT
|
微软 |
426,011 |
0.00 |
4.04% |
减仓 |
-3.5% |
|
DASH
|
Doordash |
553,012 |
0.00 |
3.45% |
新进 |
— |
|
BILI
|
哔哩哔哩 |
579,539 |
0.00 |
2.47% |
加仓 |
+71.9% |
|
GOOGL
|
谷歌A |
25,937 |
0.00 |
2.21% |
加仓 |
+15.9% |
|
JD
|
京东 |
755,175 |
0.00 |
2.11% |
加仓 |
+9.5% |
|
BZ
|
BOSS直聘 |
818,550 |
0.00 |
1.14% |
新进 |
— |
|
LI
|
理想汽车 |
885,600 |
0.00 |
1.08% |
新进 |
— |
|
SQ
|
Block |
114,989 |
0.00 |
0.98% |
加仓 |
+557.1% |
|
TSM
|
台积电 |
226,500 |
0.00 |
0.95% |
减仓 |
-34.4% |
|
BABA
|
阿里巴巴 |
108,541 |
0.00 |
0.86% |
持平 |
0% |
|
TAL
|
好未來 |
923,800 |
0.00 |
0.82% |
加仓 |
+24.6% |
|
CVNA
|
CARVANA CO. |
76,833 |
0.00 |
0.81% |
加仓 |
+460.8% |
|
YY
|
欢聚时代 |
341,000 |
0.00 |
0.79% |
持平 |
0% |
|
QD
|
趣店 |
5,472,601 |
0.00 |
0.46% |
持平 |
0% |
|
AMZN
|
亚马逊 |
3,636 |
0.00 |
0.44% |
减仓 |
-36.9% |
|
VIPS
|
唯品会 |
601,000 |
0.00 |
0.42% |
加仓 |
+200.5% |
|
SY
|
新氧 |
1,247,483 |
0.00 |
0.42% |
减仓 |
-47.8% |
|
SNOW
|
Showflake |
44,500 |
0.00 |
0.38% |
新进 |
— |
|
NOW
|
ServiceNow |
16,958 |
0.00 |
0.33% |
加仓 |
+57.6% |
|
FUTU
|
富途控股 |
46,216 |
0.00 |
0.29% |
加仓 |
+78.3% |
|
RERE
|
万物新生 |
525,000 |
0.00 |
0.27% |
新进 |
— |
|
YI
|
1药网 |
836,440 |
0.00 |
0.27% |
持平 |
0% |
|
NVDA
|
英伟达 |
9,339 |
0.00 |
0.26% |
减仓 |
-1.9% |
|
UBER
|
优步 |
142,556 |
0.00 |
0.25% |
减仓 |
-12.2% |
|
API
|
声网 |
150,000 |
0.00 |
0.22% |
新进 |
— |
|
EDU
|
新东方 |
707,820 |
0.00 |
0.2% |
新进 |
— |
|
YMM
|
满帮 |
260,000 |
0.00 |
0.19% |
新进 |
— |
|
WYNN
|
WYNN RESORTS LTD |
42,765 |
0.00 |
0.18% |
加仓 |
+64.1% |
|
XYF
|
小意科技 |
315,728 |
0.00 |
0.15% |
持平 |
0% |
|
GSX
|
高途 |
223,000 |
0.00 |
0.12% |
新进 |
— |
|
CCM
|
泰和诚医疗 |
17,482 |
0.00 |
0% |
减仓 |
-84.6% |
|
AAPL
|
苹果 |
— |
— |
— |
清仓 |
-100% |
|
ZLAB
|
再鼎医药 |
— |
— |
— |
清仓 |
-100% |
|
BEKE
|
贝壳 |
— |
— |
— |
清仓 |
-100% |
|
HCM
|
和黄医药 |
— |
— |
— |
清仓 |
-100% |
|
VNET
|
世纪互联 |
— |
— |
— |
清仓 |
-100% |
|
AYX
|
Alteryx, Inc. |
— |
— |
— |
清仓 |
-100% |