景林投资 2023 Q3 美股持仓列表
持有证券数：31，总市值：25.5（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 |
5,158,616 |
5.1 |
19.84% |
加仓 |
+9.7% |
|
META
|
Meta |
1,245,702 |
3.7 |
14.67% |
加仓 |
+18.9% |
|
MSFT
|
微软 |
1,180,611 |
3.7 |
14.62% |
加仓 |
+279.3% |
|
NTES
|
网易 |
2,280,533 |
2.3 |
8.96% |
减仓 |
-1.6% |
|
ZTO
|
中通快递 |
7,339,443 |
1.8 |
6.96% |
加仓 |
+43.7% |
|
SN
|
SharkNinja, Inc. |
2,935,540 |
1.4 |
5.34% |
新进 |
— |
|
EDU
|
新东方 |
2,094,888 |
1.2 |
4.81% |
减仓 |
-52.3% |
|
GOOGL
|
谷歌A |
887,868 |
1.2 |
4.56% |
新进 |
— |
|
DASH
|
Doordash |
1,187,384 |
0.94 |
3.7% |
减仓 |
-48.2% |
|
FUTU
|
富途控股 |
1,502,767 |
0.87 |
3.41% |
减仓 |
-16.6% |
|
YMM
|
满帮 |
9,897,464 |
0.70 |
2.73% |
持平 |
0% |
|
BZ
|
BOSS直聘 |
3,312,591 |
0.50 |
1.97% |
减仓 |
-10.1% |
|
NVDA
|
英伟达 |
91,563 |
0.40 |
1.56% |
减仓 |
-71.8% |
|
QFIN
|
奇富科技 |
2,446,922 |
0.38 |
1.47% |
减仓 |
-24.5% |
|
QCOM
|
高通 |
233,800 |
0.26 |
1.02% |
减仓 |
-49.6% |
|
MOMO
|
挚文集团 |
3,286,923 |
0.23 |
0.9% |
加仓 |
+14.2% |
|
JKS
|
晶科能源 |
569,933 |
0.17 |
0.68% |
持平 |
0% |
|
TSLA
|
特斯拉 |
52,300 |
0.13 |
0.51% |
新进 |
— |
|
TAL
|
好未來 |
1,365,500 |
0.12 |
0.49% |
减仓 |
-39.2% |
|
V
|
维萨卡 |
45,500 |
0.10 |
0.41% |
新进 |
— |
|
IQ
|
爱奇艺 |
1,898,000 |
0.09 |
0.35% |
减仓 |
-31.5% |
|
BEKE
|
贝壳 |
473,941 |
0.07 |
0.29% |
减仓 |
-85.1% |
|
MNSO
|
名创优品 |
157,600 |
0.04 |
0.16% |
新进 |
— |
|
SE
|
Sea Limited |
77,092 |
0.03 |
0.13% |
新进 |
— |
|
LI
|
理想汽车 |
94,356 |
0.03 |
0.13% |
减仓 |
-42.9% |
|
BSX
|
波士顿科学 |
48,134 |
0.03 |
0.1% |
新进 |
— |
|
TMO
|
赛默飞世尔科技 |
4,579 |
0.02 |
0.09% |
新进 |
— |
|
RERE
|
万物新生 |
525,000 |
0.01 |
0.05% |
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 |
0.01% |
持平 |
0% |
|
GRAB
|
Grab Holdings Ltd |
— |
— |
— |
清仓 |
-100% |
|
AMD
|
AMD |
— |
— |
— |
清仓 |
-100% |
|
BKNG
|
Booking Holdiing |
— |
— |
— |
清仓 |
-100% |
|
LULU
|
露露柠檬 |
— |
— |
— |
清仓 |
-100% |
|
XYF
|
小意科技 |
— |
— |
— |
清仓 |
-100% |