景林投资 2025 Q3 美股持仓列表
持有证券数：30，总市值：44.4（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 |
1,225,964 |
9.0 |
20.27% |
加仓 |
+23.7% |
|
NTES
|
网易 |
3,212,200 |
4.9 |
10.99% |
减仓 |
-7.9% |
|
NVDA
|
英伟达 |
2,378,757 |
4.4 |
9.99% |
加仓 |
+277.3% |
|
PDD
|
拼多多 |
3,356,964 |
4.4 |
9.99% |
加仓 |
+4.3% |
|
GOOGL
|
谷歌A |
1,760,320 |
4.3 |
9.64% |
加仓 |
+851.8% |
|
YMM
|
满帮 |
28,597,879 |
3.7 |
8.35% |
减仓 |
-0.7% |
|
FUTU
|
富途控股 |
996,348 |
1.7 |
3.9% |
减仓 |
-34.9% |
|
BABA
|
阿里巴巴 |
843,409 |
1.5 |
3.39% |
加仓 |
+81.4% |
|
NBIS
|
NEBIUS |
1,276,303 |
1.4 |
3.23% |
持平 |
0% |
|
QFIN
|
奇富科技 |
3,295,438 |
0.95 |
2.14% |
持平 |
0% |
|
ATAT
|
亚朵 |
2,290,136 |
0.86 |
1.94% |
加仓 |
+986.9% |
|
SNPS
|
新思科技 |
165,459 |
0.82 |
1.84% |
新进 |
— |
|
SE
|
Sea Limited |
411,144 |
0.73 |
1.65% |
加仓 |
+128.7% |
|
EDU
|
新东方 |
1,328,218 |
0.70 |
1.59% |
持平 |
0% |
|
BEKE
|
贝壳 |
3,676,995 |
0.70 |
1.57% |
减仓 |
-20.8% |
|
INTC
|
英特尔 |
1,896,037 |
0.64 |
1.43% |
减仓 |
-6.8% |
|
UNH
|
联合健康 |
167,432 |
0.58 |
1.3% |
新进 |
— |
|
XBI
|
标普生物科技ETF |
555,015 |
0.56 |
1.25% |
新进 |
— |
|
AAPL
|
苹果 |
213,104 |
0.54 |
1.22% |
新进 |
— |
|
TSM
|
台积电 |
131,264 |
0.37 |
0.83% |
持平 |
0% |
|
TAL
|
好未來 |
2,597,180 |
0.29 |
0.66% |
减仓 |
-2.8% |
|
950915108
|
WERIDE INC |
2,684,200 |
0.27 |
0.6% |
新进 |
— |
|
MMYT
|
MakeMyTrip Ltd |
256,900 |
0.24 |
0.54% |
新进 |
— |
|
UBER
|
优步 |
244,670 |
0.24 |
0.54% |
新进 |
— |
|
JKS
|
晶科能源 |
780,933 |
0.19 |
0.42% |
持平 |
0% |
|
HTHT
|
华住 |
360,000 |
0.14 |
0.32% |
加仓 |
+103.6% |
|
SPOT
|
Spotify |
13,226 |
0.09 |
0.21% |
新进 |
— |
|
HDL
|
特海国际 |
268,341 |
0.05 |
0.11% |
持平 |
0% |
|
RERE
|
万物新生 |
525,000 |
0.02 |
0.05% |
持平 |
0% |
|
GOOG
|
谷歌C |
3,596 |
0.01 |
0.02% |
新进 |
— |
|
DQ
|
大全新能源 |
— |
— |
— |
清仓 |
-100% |
|
TCOM
|
携程 |
— |
— |
— |
清仓 |
-100% |
|
MSFT
|
微软 |
— |
— |
— |
清仓 |
-100% |
|
BGNE
|
百济神州 |
— |
— |
— |
清仓 |
-100% |
|
CSIQ
|
阿特斯太阳能 |
— |
— |
— |
清仓 |
-100% |
|
FWONK
|
自由媒体集团 |
— |
— |
— |
清仓 |
-100% |
|
HSAI
|
禾赛 |
— |
— |
— |
清仓 |
-100% |