景林投资 2024 Q2 美股持仓列表

持有股票数:41,总市值:$ 3,794,628,829.00

代码 公司 持股数 持股市值 占比
PDD拼多多5,206,948$692,263,73618.24%
METAMeta1,161,741$585,773,04715.44%
TSM台积电2,717,559$472,338,93012.45%
MSFT微软905,853$404,870,99810.67%
NTES网易3,819,507$365,068,4799.62%
YMM满帮26,985,624$216,964,4165.72%
EDU新东方2,003,010$155,693,9674.1%
FUTU富途控股2,330,725$152,907,2144.03%
DASHDoordash1,266,026$137,718,3083.63%
NVDA英伟达1,090,104$134,671,4483.55%
ZTO中通快递5,013,897$104,038,3632.74%
QFIN奇富科技3,417,122$67,419,8171.78%
AAPL苹果165,600$34,878,6720.92%
TAL好未來3,252,897$34,708,4110.91%
V维萨卡115,000$30,184,0500.8%
ASML阿斯麦22,437$22,946,9930.6%
UBER优步303,200$22,036,5760.58%
TME腾讯音乐1,501,678$21,098,5760.56%
BABA阿里巴巴241,402$17,380,9440.46%
SOXX半导体ETF60,600$14,945,7780.39%
JKS晶科能源569,933$11,809,0120.31%
ABNB爱彼迎76,846$11,652,1590.31%
PBR巴西石油公司789,700$11,442,7530.3%
BEKE贝壳780,872$11,049,3380.29%
TCOM携程231,400$10,875,8000.29%
UNH联合健康9,972$5,078,3410.13%
MRK默沙东35,374$4,379,3010.12%
AMZN亚马逊22,370$4,323,0030.11%
NVO诺和诺德29,722$4,242,5180.11%
MOMO挚文集团590,263$3,612,4100.1%
BSX波士顿科学41,634$3,206,2340.08%
TMO赛默飞世尔科技4,579$2,532,1870.07%
ALB17,300$1,652,4960.04%
RERE万物新生525,000$1,244,2500.03%
MU美光科技5,857$770,3710.02%
DQ大全新能源50,399$735,8250.02%
LI理想汽车26,400$472,0320.01%
TSLA特斯拉2,359$466,7990.01%
YI1药网348,863$371,5390.01%

中概占比

持仓分类

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