景林投资 2021 Q4 美股持仓列表
持有证券数：34，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 |
2,188,208 |
0.00 |
18.16% |
加仓 |
+14% |
|
META
|
Meta |
1,090,920 |
0.00 |
13.61% |
减仓 |
-11.2% |
|
GOOGL
|
谷歌A |
98,233 |
0.00 |
10.56% |
加仓 |
+102% |
|
NTES
|
网易 |
2,772,957 |
0.00 |
10.47% |
持平 |
0% |
|
BEKE
|
贝壳 |
9,545,997 |
0.00 |
7.12% |
减仓 |
-1.4% |
|
ZTO
|
中通快递 |
6,582,662 |
0.00 |
6.89% |
持平 |
0% |
|
PDD
|
拼多多 |
2,709,957 |
0.00 |
5.86% |
加仓 |
+35.1% |
|
JD
|
京东 |
1,265,401 |
0.00 |
3.29% |
加仓 |
+67.6% |
|
DASH
|
Doordash |
510,052 |
0.00 |
2.82% |
加仓 |
+264.2% |
|
BZ
|
BOSS直聘 |
2,065,250 |
0.00 |
2.67% |
加仓 |
+56.3% |
|
MSFT
|
微软 |
168,000 |
0.00 |
2.1% |
持平 |
0% |
|
QFIN
|
奇富科技 |
2,341,368 |
0.00 |
1.99% |
持平 |
0% |
|
500767306
|
KRANESHARES TRUST |
1,389,000 |
0.00 |
1.88% |
新进 |
— |
|
CVNA
|
CARVANA CO. |
183,733 |
0.00 |
1.58% |
持平 |
0% |
|
BABA
|
阿里巴巴 |
306,541 |
0.00 |
1.35% |
加仓 |
+182.4% |
|
NVDA
|
英伟达 |
119,314 |
0.00 |
1.3% |
加仓 |
+405.3% |
|
YY
|
欢聚时代 |
704,364 |
0.00 |
1.19% |
持平 |
0% |
|
BILI
|
哔哩哔哩 |
683,039 |
0.00 |
1.18% |
加仓 |
+30.6% |
|
LI
|
理想汽车 |
984,500 |
0.00 |
1.17% |
加仓 |
+246.7% |
|
WOLF
|
WOLFSPEED, INC. |
279,761 |
0.00 |
1.16% |
新进 |
— |
|
FUTU
|
富途控股 |
524,409 |
0.00 |
0.84% |
加仓 |
+1034.7% |
|
TSLA
|
特斯拉 |
14,285 |
0.00 |
0.56% |
新进 |
— |
|
YMM
|
满帮 |
1,394,548 |
0.00 |
0.43% |
持平 |
0% |
|
XPEV
|
小鹏汽车 |
218,370 |
0.00 |
0.41% |
加仓 |
+58.2% |
|
QD
|
趣店 |
5,472,601 |
0.00 |
0.2% |
持平 |
0% |
|
PTON
|
PELOTON INTERACTIVE, INC. |
143,090 |
0.00 |
0.19% |
减仓 |
-16% |
|
VIPS
|
唯品会 |
601,000 |
0.00 |
0.19% |
持平 |
0% |
|
TSM
|
台积电 |
41,200 |
0.00 |
0.18% |
减仓 |
-50.6% |
|
ALB
|
ALBEMARLE CORP |
20,600 |
0.00 |
0.18% |
持平 |
0% |
|
SY
|
新氧 |
1,247,483 |
0.00 |
0.15% |
持平 |
0% |
|
RERE
|
万物新生 |
525,000 |
0.00 |
0.12% |
持平 |
0% |
|
YI
|
1药网 |
836,440 |
0.00 |
0.11% |
持平 |
0% |
|
DIDI
|
DIDI GLOBAL INC |
503,900 |
0.00 |
0.09% |
新进 |
— |
|
XYF
|
小意科技 |
84,278 |
0.00 |
0.01% |
减仓 |
-54.5% |
|
CREE
|
Cree, Inc. |
— |
— |
— |
清仓 |
-100% |
|
EDU
|
新东方 |
— |
— |
— |
清仓 |
-100% |
|
TAL
|
好未來 |
— |
— |
— |
清仓 |
-100% |
|
GSX
|
高途 |
— |
— |
— |
清仓 |
-100% |