| 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 |
