公司 |
股票代码 |
2022 Q3 |
2022 Q4 |
2023 Q1 |
2023 Q2 |
2023 Q3 |
2023 Q4 |
2024 Q1 |
2024 Q2 |
Alibaba Group Holding Ltd |
BABA |
90000 |
100000 |
100000 |
4475000 |
3600000 |
4350000 |
11250000 |
10500000 |
AMAZON COM INC |
AMZN |
1450000 |
1500000 |
2000000 |
3162500 |
3750000 |
3950000 |
3828000 |
3475000 |
MICROSOFT CORP |
MSFT |
235000 |
235000 |
260000 |
1240000 |
1635000 |
1700000 |
1400000 |
1181356 |
Meta Platforms Inc. - Class A Common Stock |
META |
875000 |
575000 |
700000 |
1502500 |
1950000 |
1850000 |
1122500 |
935000 |
Alphabet Inc. |
GOOG |
1995000 |
1995000 |
2110000 |
2310000 |
2750000 |
2300000 |
2075000 |
1925000 |
ORACLE CORP |
ORCL |
|
|
|
|
|
1325000 |
2300000 |
2000000 |
Pinduoduo Inc. |
PDD |
|
|
|
750000 |
1400000 |
775000 |
2100000 |
1940000 |
ADVANCED MICRO DEVICES INC |
AMD |
|
|
|
2310000 |
2275000 |
2010000 |
1630000 |
1370000 |
ADOBE INC. |
ADBE |
|
|
|
|
|
|
350000 |
360000 |
QUALCOMM INC/DE |
QCOM |
|
|
|
1850000 |
1300000 |
1000000 |
990000 |
840000 |
FEDEX CORP |
FDX |
|
|
350000 |
650000 |
650000 |
650000 |
600000 |
550000 |
MICRON TECHNOLOGY INC |
MU |
|
|
|
1400000 |
1400000 |
1215000 |
1215000 |
1175000 |
Baidu, Inc. |
BIDU |
|
|
|
1275000 |
665000 |
625000 |
1800000 |
1665000 |
Energy Transfer LP |
ETE |
10203430 |
10203430 |
10203430 |
9781876 |
9781876 |
9781876 |
8644428 |
7704428 |
LAM RESEARCH CORP |
LRCX |
|
|
|
120000 |
120000 |
118000 |
115000 |
109000 |
Lyft, Inc. |
LYFT |
|
|
|
|
|
|
467618 |
7961257 |
JD.com, Inc. |
JD |
|
|
|
1875000 |
1675000 |
|
3649863 |
4310600 |
Uber Technologies, Inc |
UBER |
1000000 |
1225000 |
6000000 |
7150000 |
7250000 |
6000000 |
1360000 |
1500000 |
UNITEDHEALTH GROUP INC |
UNH |
150000 |
150000 |
150000 |
200000 |
200000 |
200000 |
200000 |
185000 |
ASML HOLDING NV |
ASML |
|
|
|
80000 |
80000 |
80000 |
80000 |
87500 |
Caesars Entertainment, Inc. |
CZR |
|
425000 |
425000 |
1235000 |
1525000 |
2250000 |
2300000 |
2200000 |
INTEL CORP |
INTC |
|
|
|
6775000 |
6250000 |
4600000 |
3750000 |
2780000 |
NVIDIA CORP |
NVDA |
|
|
150000 |
1020000 |
1025000 |
790000 |
442000 |
690000 |
UNITED PARCEL SERVICE INC |
UPS |
|
|
|
|
|
500000 |
600000 |
605000 |
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD |
TSM |
|
|
|
1775000 |
1000000 |
500000 |
500000 |
460000 |
EQT Corp |
EQT |
2525000 |
2550000 |
2550000 |
2060000 |
2060000 |
2060000 |
2060000 |
1905000 |
ANTERO RESOURCES Corp |
AR |
1250000 |
1250000 |
1275000 |
1960000 |
1960000 |
2000000 |
2000000 |
1850000 |
BOEING CO |
BA |
|
|
|
|
|
|
225000 |
210000 |
SOUTHWESTERN ENERGY CO |
SWN |
|
|
|
4800000 |
4800000 |
4800000 |
4800000 |
4440000 |
KE Holdings Inc. |
BEKE |
|
|
|
|
2400000 |
1705000 |
1705000 |
2085000 |
MPLX LP |
MPLX |
192325 |
192325 |
192325 |
182325 |
182325 |
660000 |
660000 |
611500 |
Macy's, Inc. |
M |
6000000 |
5950000 |
6000000 |
5000000 |
5000000 |
4450000 |
1400000 |
1265000 |
CHESAPEAKE ENERGY CORP |
CHKEZ |
368000 |
250000 |
250000 |
250000 |
250000 |
250000 |
250000 |
250000 |
CHESAPEAKE ENERGY CORP |
CHK |
90000 |
253055 |
253055 |
203000 |
203000 |
203000 |
203000 |
188000 |
CHESAPEAKE ENERGY CORP |
CHKEL |
240000 |
150000 |
150000 |
150000 |
150000 |
150000 |
150000 |
150000 |
NORFOLK SOUTHERN CORP |
NSC |
|
|
|
|
|
45000 |
45000 |
|
HCA Healthcare, Inc. |
HCA |
75000 |
182500 |
142500 |
|
|
117198 |
|
|
FMC CORP |
FMC |
|
|
|
|
|
325000 |
|
|
WHIRLPOOL CORP /DE/ |
WHR |
|
|
|
|
|
90000 |
|
|
MOHAWK INDUSTRIES INC |
MHK |
|
|
|
|
|
95000 |
|
|
General Motors Co |
GM |
|
|
|
|
|
265000 |
|
|
MASCO CORP /DE/ |
MAS |
|
|
|
|
|
130000 |
|
|
Owens Corning |
OC |
|
|
|
|
|
25000 |
|
|
Arista Networks, Inc. |
ANET |
|
|
|
250000 |
250000 |
|
|
|
ENTERPRISE PRODUCTS PARTNERS L.P. |
EPD |
777980 |
517980 |
517980 |
495980 |
495980 |
|
|
|
Marvell Technology, Inc. |
MRVL |
|
|
|
1750000 |
|
|
|
|
Broadcom Inc. |
AVGO |
|
|
|
120000 |
|
|
|
|
Apple Inc. |
AAPL |
|
|
|
480000 |
|
|
|
|
SYNOPSYS INC |
SNPS |
|
|
|
145000 |
|
|
|
|
CADENCE DESIGN SYSTEMS INC |
CDNS |
|
|
|
190000 |
|
|
|
|
Salesforce, Inc. |
CRM |
190000 |
300000 |
290000 |
|
|
|
|
|
Tesla, Inc. |
TSLA |
|
|
150000 |
|
|
|
|
|
Walt Disney Co |
DIS |
|
300000 |
300000 |
|
|
|
|
|
Match Group, Inc. |
MTCH |
|
|
525000 |
|
|
|
|
|
SYSCO CORP |
SYY |
200000 |
150000 |
150000 |
|
|
|
|
|
Aptiv PLC |
APTVw |
|
50000 |
|
|
|
|
|
|
MOSAIC CO |
MOS |
125000 |
|
|
|
|
|
|
|