景林投资 2024 Q1 美股持仓列表
持有证券数：39，总市值：32.3（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
META
|
Meta |
1,264,066 |
6.1 |
19.03% |
加仓 |
+1.5% |
|
PDD
|
拼多多 |
3,634,667 |
4.2 |
13.1% |
减仓 |
-23.2% |
|
MSFT
|
微软 |
904,769 |
3.8 |
11.8% |
减仓 |
-23.4% |
|
NTES
|
网易 |
2,567,653 |
2.7 |
8.24% |
减仓 |
-7.8% |
|
DASH
|
Doordash |
1,617,126 |
2.2 |
6.9% |
加仓 |
+37.2% |
|
TSM
|
台积电 |
1,552,616 |
2.1 |
6.55% |
加仓 |
+1741.8% |
|
NVDA
|
英伟达 |
186,482 |
1.7 |
5.22% |
加仓 |
+116.8% |
|
EDU
|
新东方 |
1,875,310 |
1.6 |
5.05% |
加仓 |
+12.8% |
|
FUTU
|
富途控股 |
2,220,167 |
1.2 |
3.73% |
加仓 |
+11% |
|
YMM
|
满帮 |
15,598,269 |
1.1 |
3.52% |
加仓 |
+57.6% |
|
ZTO
|
中通快递 |
5,159,677 |
1.1 |
3.35% |
减仓 |
-26.4% |
|
UBER
|
优步 |
873,200 |
0.67 |
2.08% |
新进 |
— |
|
QFIN
|
奇富科技 |
3,441,922 |
0.63 |
1.97% |
加仓 |
+40.7% |
|
SOXX
|
半导体ETF |
202,260 |
0.46 |
1.42% |
新进 |
— |
|
TAL
|
好未來 |
2,966,397 |
0.34 |
1.04% |
加仓 |
+36.3% |
|
V
|
维萨卡 |
115,000 |
0.32 |
0.99% |
加仓 |
+152.7% |
|
BZ
|
BOSS直聘 |
1,775,133 |
0.31 |
0.96% |
减仓 |
-21.8% |
|
AMD
|
AMD |
140,500 |
0.25 |
0.79% |
新进 |
— |
|
ASML
|
阿斯麦 |
22,437 |
0.22 |
0.67% |
新进 |
— |
|
TME
|
腾讯音乐 |
1,460,000 |
0.16 |
0.51% |
新进 |
— |
|
JKS
|
晶科能源 |
569,933 |
0.14 |
0.45% |
持平 |
0% |
|
MDB
|
MongoDB |
40,009 |
0.14 |
0.44% |
新进 |
— |
|
ABNB
|
爱彼迎 |
80,698 |
0.13 |
0.41% |
加仓 |
+5% |
|
XBI
|
标普生物科技ETF |
127,800 |
0.12 |
0.38% |
减仓 |
-30.7% |
|
BSX
|
波士顿科学 |
97,634 |
0.07 |
0.21% |
加仓 |
+102.8% |
|
MRK
|
默沙东 |
35,374 |
0.05 |
0.14% |
新进 |
— |
|
JD
|
京东 |
170,159 |
0.05 |
0.14% |
新进 |
— |
|
TCOM
|
携程 |
102,500 |
0.04 |
0.14% |
新进 |
— |
|
BABA
|
阿里巴巴 |
57,106 |
0.04 |
0.13% |
新进 |
— |
|
NVO
|
诺和诺德 |
29,722 |
0.04 |
0.12% |
新进 |
— |
|
MOMO
|
挚文集团 |
590,263 |
0.04 |
0.11% |
减仓 |
-82% |
|
TMO
|
赛默飞世尔科技 |
4,579 |
0.03 |
0.08% |
持平 |
0% |
|
BEKE
|
贝壳 |
182,941 |
0.03 |
0.08% |
持平 |
0% |
|
ABBV
|
艾伯维公司 |
12,200 |
0.02 |
0.07% |
新进 |
— |
|
JNJ
|
强生 |
12,200 |
0.02 |
0.06% |
新进 |
— |
|
TSLA
|
特斯拉 |
7,891 |
0.01 |
0.04% |
减仓 |
-84.9% |
|
MU
|
美光科技 |
10,538 |
0.01 |
0.04% |
持平 |
0% |
|
RERE
|
万物新生 |
525,000 |
0.01 |
0.03% |
持平 |
0% |
|
YI
|
1药网 |
348,863 |
0.00 |
0.01% |
持平 |
0% |
|
GOOGL
|
谷歌A |
— |
— |
— |
清仓 |
-100% |
|
IQ
|
爱奇艺 |
— |
— |
— |
清仓 |
-100% |
|
MNSO
|
名创优品 |
— |
— |
— |
清仓 |
-100% |
|
ZLAB
|
再鼎医药 |
— |
— |
— |
清仓 |
-100% |