景林投资 2023 Q4 美股持仓列表
持有证券数：30，总市值：28.0（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 |
4,735,369 |
6.9 |
24.73% |
减仓 |
-8.2% |
|
MSFT
|
微软 |
1,180,611 |
4.4 |
15.85% |
持平 |
0% |
|
META
|
Meta |
1,245,702 |
4.4 |
15.74% |
持平 |
0% |
|
NTES
|
网易 |
2,785,653 |
2.6 |
9.26% |
加仓 |
+22.1% |
|
ZTO
|
中通快递 |
7,009,372 |
1.5 |
5.32% |
减仓 |
-4.5% |
|
GOOGL
|
谷歌A |
887,868 |
1.2 |
4.43% |
持平 |
0% |
|
EDU
|
新东方 |
1,662,383 |
1.2 |
4.35% |
减仓 |
-20.6% |
|
DASH
|
Doordash |
1,178,626 |
1.2 |
4.16% |
减仓 |
-0.7% |
|
FUTU
|
富途控股 |
1,999,467 |
1.1 |
3.9% |
加仓 |
+33.1% |
|
YMM
|
满帮 |
9,897,464 |
0.69 |
2.48% |
持平 |
0% |
|
NVDA
|
英伟达 |
86,013 |
0.43 |
1.52% |
减仓 |
-6.1% |
|
QFIN
|
奇富科技 |
2,446,922 |
0.39 |
1.38% |
持平 |
0% |
|
BZ
|
BOSS直聘 |
2,271,391 |
0.38 |
1.35% |
减仓 |
-31.4% |
|
TAL
|
好未來 |
2,175,597 |
0.27 |
0.98% |
加仓 |
+59.3% |
|
MOMO
|
挚文集团 |
3,286,923 |
0.23 |
0.82% |
持平 |
0% |
|
JKS
|
晶科能源 |
569,933 |
0.21 |
0.75% |
持平 |
0% |
|
XBI
|
标普生物科技ETF |
184,400 |
0.16 |
0.59% |
新进 |
— |
|
TSLA
|
特斯拉 |
52,300 |
0.13 |
0.46% |
持平 |
0% |
|
V
|
维萨卡 |
45,500 |
0.12 |
0.42% |
持平 |
0% |
|
ABNB
|
爱彼迎 |
76,846 |
0.10 |
0.37% |
新进 |
— |
|
IQ
|
爱奇艺 |
1,898,000 |
0.09 |
0.33% |
持平 |
0% |
|
TSM
|
台积电 |
84,300 |
0.09 |
0.31% |
新进 |
— |
|
MNSO
|
名创优品 |
157,600 |
0.03 |
0.11% |
持平 |
0% |
|
BEKE
|
贝壳 |
182,941 |
0.03 |
0.11% |
减仓 |
-61.4% |
|
BSX
|
波士顿科学 |
48,134 |
0.03 |
0.1% |
持平 |
0% |
|
TMO
|
赛默飞世尔科技 |
4,579 |
0.02 |
0.09% |
持平 |
0% |
|
RERE
|
万物新生 |
525,000 |
0.01 |
0.04% |
持平 |
0% |
|
MU
|
美光科技 |
10,538 |
0.01 |
0.03% |
持平 |
0% |
|
YI
|
1药网 |
348,863 |
0.01 |
0.02% |
持平 |
0% |
|
ZLAB
|
再鼎医药 |
15,100 |
0.00 |
0.01% |
持平 |
0% |
|
SN
|
SharkNinja, Inc. |
— |
— |
— |
清仓 |
-100% |
|
QCOM
|
高通 |
— |
— |
— |
清仓 |
-100% |
|
SE
|
Sea Limited |
— |
— |
— |
清仓 |
-100% |
|
LI
|
理想汽车 |
— |
— |
— |
清仓 |
-100% |