景林投资 2025 Q4 美股持仓列表
持有证券数：28，总市值：40.4（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
GOOGL
|
谷歌A |
2,690,000 |
8.4 |
20.82% |
加仓 |
+52.8% |
|
META
|
Meta |
996,908 |
6.6 |
16.27% |
减仓 |
-18.7% |
|
PDD
|
拼多多 |
3,968,270 |
4.5 |
11.12% |
加仓 |
+18.2% |
|
NTES
|
网易 |
3,212,200 |
4.4 |
10.93% |
持平 |
0% |
|
YMM
|
满帮 |
28,597,879 |
3.1 |
7.59% |
持平 |
0% |
|
FUTU
|
富途控股 |
1,135,821 |
1.9 |
4.61% |
加仓 |
+14% |
|
NVDA
|
英伟达 |
837,907 |
1.6 |
3.86% |
减仓 |
-64.8% |
|
BABA
|
阿里巴巴 |
843,409 |
1.2 |
3.06% |
持平 |
0% |
|
INTC
|
英特尔 |
2,590,400 |
0.96 |
2.36% |
加仓 |
+36.6% |
|
ATAT
|
亚朵 |
2,290,136 |
0.90 |
2.23% |
持平 |
0% |
|
AVGO
|
博通 |
245,800 |
0.85 |
2.1% |
新进 |
— |
|
SNPS
|
新思科技 |
163,661 |
0.77 |
1.9% |
减仓 |
-1.1% |
|
EDU
|
新东方 |
1,328,218 |
0.73 |
1.81% |
持平 |
0% |
|
QFIN
|
奇富科技 |
3,295,438 |
0.64 |
1.57% |
持平 |
0% |
|
AAPL
|
苹果 |
213,104 |
0.58 |
1.43% |
持平 |
0% |
|
NBIS
|
NEBIUS |
638,103 |
0.53 |
1.32% |
减仓 |
-50% |
|
UNH
|
联合健康 |
130,310 |
0.43 |
1.06% |
减仓 |
-22.2% |
|
SE
|
Sea Limited |
324,147 |
0.41 |
1.02% |
减仓 |
-21.2% |
|
HTHT
|
华住 |
842,822 |
0.40 |
0.98% |
加仓 |
+134.1% |
|
TAL
|
好未來 |
2,597,180 |
0.28 |
0.7% |
持平 |
0% |
|
BEKE
|
贝壳 |
1,793,195 |
0.28 |
0.7% |
减仓 |
-51.2% |
|
TSM
|
台积电 |
89,826 |
0.27 |
0.67% |
减仓 |
-31.6% |
|
MMYT
|
MakeMyTrip Ltd |
256,900 |
0.21 |
0.52% |
持平 |
0% |
|
JKS
|
晶科能源 |
780,933 |
0.20 |
0.5% |
持平 |
0% |
|
950915108
|
WERIDE INC |
2,201,800 |
0.19 |
0.47% |
减仓 |
-18% |
|
XBI
|
标普生物科技ETF |
68,265 |
0.08 |
0.21% |
减仓 |
-87.7% |
|
HDL
|
特海国际 |
268,341 |
0.04 |
0.11% |
持平 |
0% |
|
RERE
|
万物新生 |
525,000 |
0.03 |
0.07% |
持平 |
0% |
|
UBER
|
优步 |
— |
— |
— |
清仓 |
-100% |
|
SPOT
|
Spotify |
— |
— |
— |
清仓 |
-100% |
|
GOOG
|
谷歌C |
— |
— |
— |
清仓 |
-100% |