景林投资 2023 Q1 美股持仓列表
持有证券数：28，总市值：17.3（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 |
4,239,086 |
3.2 |
18.61% |
减仓 |
-24% |
|
EDU
|
新东方 |
4,300,694 |
1.7 |
9.6% |
加仓 |
+601.4% |
|
NTES
|
网易 |
1,787,150 |
1.6 |
9.14% |
加仓 |
+3.1% |
|
DASH
|
Doordash |
2,290,753 |
1.5 |
8.42% |
加仓 |
+29.4% |
|
META
|
Meta |
629,534 |
1.3 |
7.72% |
减仓 |
-32.3% |
|
ZTO
|
中通快递 |
3,908,050 |
1.1 |
6.48% |
加仓 |
+26% |
|
NVDA
|
英伟达 |
325,320 |
0.90 |
5.23% |
新进 |
— |
|
MSFT
|
微软 |
281,300 |
0.81 |
4.69% |
加仓 |
+483.6% |
|
BZ
|
BOSS直聘 |
3,964,945 |
0.75 |
4.36% |
减仓 |
-9.2% |
|
QFIN
|
奇富科技 |
3,241,328 |
0.63 |
3.64% |
减仓 |
-7% |
|
BEKE
|
贝壳 |
3,190,838 |
0.60 |
3.48% |
减仓 |
-33.3% |
|
GRAB
|
Grab Holdings Ltd |
19,361,181 |
0.58 |
3.37% |
加仓 |
+56.3% |
|
YMM
|
满帮 |
7,314,343 |
0.56 |
3.22% |
减仓 |
-23.4% |
|
GOOGL
|
谷歌A |
518,600 |
0.54 |
3.11% |
新进 |
— |
|
BABA
|
阿里巴巴 |
397,343 |
0.41 |
2.35% |
加仓 |
+598.3% |
|
SE
|
Sea Limited |
426,766 |
0.37 |
2.14% |
减仓 |
-64.1% |
|
MOMO
|
挚文集团 |
2,877,635 |
0.26 |
1.51% |
加仓 |
+179.5% |
|
IQ
|
爱奇艺 |
2,372,678 |
0.17 |
1% |
新进 |
— |
|
TAL
|
好未來 |
2,245,500 |
0.14 |
0.83% |
新进 |
— |
|
BKNG
|
Booking Holdiing |
3,400 |
0.09 |
0.52% |
新进 |
— |
|
TSLA
|
特斯拉 |
21,200 |
0.04 |
0.25% |
加仓 |
+123.2% |
|
RERE
|
万物新生 |
525,000 |
0.02 |
0.09% |
持平 |
0% |
|
SNOW
|
Showflake |
8,800 |
0.01 |
0.08% |
持平 |
0% |
|
YI
|
1药网 |
348,863 |
0.01 |
0.05% |
持平 |
0% |
|
MU
|
美光科技 |
10,538 |
0.01 |
0.04% |
持平 |
0% |
|
ZLAB
|
再鼎医药 |
15,100 |
0.01 |
0.03% |
持平 |
0% |
|
LULU
|
露露柠檬 |
1,100 |
0.00 |
0.02% |
减仓 |
-81.1% |
|
XYF
|
小意科技 |
70,198 |
0.00 |
0.01% |
持平 |
0% |
|
JD
|
京东 |
— |
— |
— |
清仓 |
-100% |
|
FUTU
|
富途控股 |
— |
— |
— |
清仓 |
-100% |
|
TSM
|
台积电 |
— |
— |
— |
清仓 |
-100% |
|
LVS
|
金沙集团 |
— |
— |
— |
清仓 |
-100% |
|
JKS
|
晶科能源 |
— |
— |
— |
清仓 |
-100% |
|
XBI
|
标普生物科技ETF |
— |
— |
— |
清仓 |
-100% |
|
RLX
|
雾芯科技 |
— |
— |
— |
清仓 |
-100% |
|
HOOD
|
Robinhood Markets, Inc. |
— |
— |
— |
清仓 |
-100% |