景林投资 2022 Q4 美股持仓列表
持有证券数：31，总市值：16.3（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
PDD
|
拼多多 |
5,578,552 |
4.5 |
27.92% |
加仓 |
+72.1% |
|
JD
|
京东 |
3,133,000 |
1.8 |
10.79% |
加仓 |
+51.2% |
|
NTES
|
网易 |
1,733,783 |
1.3 |
7.73% |
减仓 |
-32.3% |
|
META
|
Meta |
930,400 |
1.1 |
6.87% |
加仓 |
+233.9% |
|
BZ
|
BOSS直聘 |
4,367,945 |
0.89 |
5.46% |
加仓 |
+35.1% |
|
DASH
|
Doordash |
1,769,844 |
0.86 |
5.3% |
加仓 |
+46% |
|
ZTO
|
中通快递 |
3,100,543 |
0.83 |
5.11% |
减仓 |
-4.9% |
|
YMM
|
满帮 |
9,553,977 |
0.76 |
4.69% |
减仓 |
-29.6% |
|
QFIN
|
奇富科技 |
3,487,153 |
0.71 |
4.36% |
加仓 |
+48.9% |
|
BEKE
|
贝壳 |
4,785,838 |
0.67 |
4.1% |
减仓 |
-70.7% |
|
SE
|
Sea Limited |
1,189,390 |
0.62 |
3.8% |
减仓 |
-44.3% |
|
FUTU
|
富途控股 |
1,030,433 |
0.42 |
2.57% |
减仓 |
-37.6% |
|
GRAB
|
Grab Holdings Ltd |
12,389,150 |
0.40 |
2.45% |
加仓 |
+248% |
|
TSM
|
台积电 |
523,842 |
0.39 |
2.39% |
新进 |
— |
|
EDU
|
新东方 |
613,174 |
0.21 |
1.31% |
加仓 |
+34.3% |
|
LVS
|
金沙集团 |
409,910 |
0.20 |
1.21% |
加仓 |
+359% |
|
JKS
|
晶科能源 |
303,800 |
0.12 |
0.76% |
加仓 |
+67.1% |
|
XBI
|
标普生物科技ETF |
144,339 |
0.12 |
0.74% |
减仓 |
-36.6% |
|
MSFT
|
微软 |
48,200 |
0.12 |
0.71% |
持平 |
0% |
|
MOMO
|
挚文集团 |
1,029,611 |
0.09 |
0.57% |
新进 |
— |
|
BABA
|
阿里巴巴 |
56,900 |
0.05 |
0.31% |
减仓 |
-77.4% |
|
RLX
|
雾芯科技 |
1,460,000 |
0.03 |
0.21% |
新进 |
— |
|
HOOD
|
Robinhood Markets, Inc. |
321,400 |
0.03 |
0.16% |
新进 |
— |
|
LULU
|
露露柠檬 |
5,810 |
0.02 |
0.11% |
减仓 |
-57.1% |
|
RERE
|
万物新生 |
525,000 |
0.02 |
0.09% |
持平 |
0% |
|
SNOW
|
Showflake |
8,800 |
0.01 |
0.08% |
新进 |
— |
|
TSLA
|
特斯拉 |
9,500 |
0.01 |
0.07% |
新进 |
— |
|
YI
|
1药网 |
348,863 |
0.01 |
0.06% |
减仓 |
-58.3% |
|
MU
|
美光科技 |
10,538 |
0.01 |
0.03% |
新进 |
— |
|
ZLAB
|
再鼎医药 |
15,100 |
0.00 |
0.03% |
新进 |
— |
|
XYF
|
小意科技 |
70,198 |
0.00 |
0.01% |
持平 |
0% |
|
GOOGL
|
谷歌A |
— |
— |
— |
清仓 |
-100% |
|
AAPL
|
苹果 |
— |
— |
— |
清仓 |
-100% |
|
BILI
|
哔哩哔哩 |
— |
— |
— |
清仓 |
-100% |