景林投资 2023 Q2 美股持仓列表
持有证券数：28，总市值：20.7（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 |
4,701,666 |
3.3 |
15.71% |
加仓 |
+10.9% |
|
META
|
Meta |
1,047,930 |
3.0 |
14.54% |
加仓 |
+66.5% |
|
NTES
|
网易 |
2,318,333 |
2.2 |
10.83% |
加仓 |
+29.7% |
|
DASH
|
Doordash |
2,290,753 |
1.8 |
8.46% |
持平 |
0% |
|
EDU
|
新东方 |
4,393,594 |
1.7 |
8.39% |
加仓 |
+2.2% |
|
NVDA
|
英伟达 |
324,720 |
1.4 |
6.64% |
减仓 |
-0.2% |
|
ZTO
|
中通快递 |
5,108,000 |
1.3 |
6.19% |
加仓 |
+30.7% |
|
MSFT
|
微软 |
311,300 |
1.1 |
5.12% |
加仓 |
+10.7% |
|
FUTU
|
富途控股 |
1,801,722 |
0.72 |
3.46% |
新进 |
— |
|
YMM
|
满帮 |
9,897,464 |
0.62 |
2.98% |
加仓 |
+35.3% |
|
QFIN
|
奇富科技 |
3,241,328 |
0.56 |
2.71% |
持平 |
0% |
|
BZ
|
BOSS直聘 |
3,684,945 |
0.55 |
2.68% |
减仓 |
-7.1% |
|
QCOM
|
高通 |
463,800 |
0.55 |
2.67% |
新进 |
— |
|
BEKE
|
贝壳 |
3,190,838 |
0.47 |
2.29% |
持平 |
0% |
|
GRAB
|
Grab Holdings Ltd |
11,400,000 |
0.39 |
1.89% |
减仓 |
-41.1% |
|
MOMO
|
挚文集团 |
2,877,635 |
0.28 |
1.34% |
持平 |
0% |
|
JKS
|
晶科能源 |
569,933 |
0.25 |
1.22% |
新进 |
— |
|
IQ
|
爱奇艺 |
2,769,278 |
0.15 |
0.71% |
加仓 |
+16.7% |
|
TAL
|
好未來 |
2,245,500 |
0.13 |
0.65% |
持平 |
0% |
|
AMD
|
AMD |
110,000 |
0.13 |
0.61% |
新进 |
— |
|
BKNG
|
Booking Holdiing |
3,400 |
0.09 |
0.44% |
持平 |
0% |
|
LI
|
理想汽车 |
165,300 |
0.06 |
0.28% |
新进 |
— |
|
RERE
|
万物新生 |
525,000 |
0.02 |
0.07% |
持平 |
0% |
|
YI
|
1药网 |
348,863 |
0.01 |
0.04% |
持平 |
0% |
|
MU
|
美光科技 |
10,538 |
0.01 |
0.03% |
持平 |
0% |
|
ZLAB
|
再鼎医药 |
15,100 |
0.00 |
0.02% |
持平 |
0% |
|
LULU
|
露露柠檬 |
700 |
0.00 |
0.01% |
减仓 |
-36.4% |
|
XYF
|
小意科技 |
32,627 |
0.00 |
0.01% |
减仓 |
-53.5% |
|
GOOGL
|
谷歌A |
— |
— |
— |
清仓 |
-100% |
|
BABA
|
阿里巴巴 |
— |
— |
— |
清仓 |
-100% |
|
SE
|
Sea Limited |
— |
— |
— |
清仓 |
-100% |
|
TSLA
|
特斯拉 |
— |
— |
— |
清仓 |
-100% |
|
SNOW
|
Showflake |
— |
— |
— |
清仓 |
-100% |