公司 |
股票代码 |
2022 Q3 |
2022 Q4 |
2023 Q1 |
2023 Q2 |
2023 Q3 |
2023 Q4 |
2024 Q1 |
2024 Q2 |
Pinduoduo Inc. |
PDD |
3241060 |
5578552 |
4239086 |
4701666 |
5158616 |
4735369 |
3634667 |
5206948 |
Meta Platforms Inc. - Class A Common Stock |
META |
278607 |
930400 |
629534 |
1047930 |
1245702 |
1245702 |
1264066 |
1161741 |
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD |
TSM |
|
523842 |
|
|
|
84300 |
1552616 |
2717559 |
MICROSOFT CORP |
MSFT |
48200 |
48200 |
281300 |
311300 |
1180611 |
1180611 |
904769 |
905853 |
NetEase, Inc. |
NTES |
2561839 |
1733783 |
1787150 |
2318333 |
2280533 |
2785653 |
2567653 |
3819507 |
Full Truck Alliance Co. Ltd. |
YMM |
13564314 |
9553977 |
7314343 |
9897464 |
9897464 |
9897464 |
15598269 |
26985624 |
NEW ORIENTAL ED TECHNOLOGY |
EDU |
456645 |
613174 |
4300694 |
4393594 |
2094888 |
1662383 |
1875310 |
2003010 |
Futu Holdings Ltd |
FUTU |
1651981 |
1030433 |
|
1801722 |
1502767 |
1999467 |
2220167 |
2330725 |
DoorDash, Inc. |
DASH |
1212448 |
1769844 |
2290753 |
2290753 |
1187384 |
1178626 |
1617126 |
1266026 |
NVIDIA CORP |
NVDA |
|
|
325320 |
324720 |
91563 |
86013 |
186482 |
1090104 |
ZTO Express (Cayman) Inc. |
ZTO |
3261911 |
3100543 |
3908050 |
5108000 |
7339443 |
7009372 |
5159677 |
5013897 |
360 DigiTech, Inc. |
QFIN |
2341368 |
3487153 |
3241328 |
3241328 |
2446922 |
2446922 |
3441922 |
3417122 |
Apple Inc. |
AAPL |
87400 |
|
|
|
|
|
|
165600 |
TAL Education Group |
TAL |
|
|
2245500 |
2245500 |
1365500 |
2175597 |
2966397 |
3252897 |
VISA INC. |
V |
|
|
|
|
45500 |
45500 |
115000 |
115000 |
ASML HOLDING NV |
ASML |
|
|
|
|
|
|
22437 |
22437 |
Uber Technologies, Inc |
UBER |
|
|
|
|
|
|
873200 |
303200 |
Tencent Music Entertainment Group |
TME |
|
|
|
|
|
|
1460000 |
1501678 |
Alibaba Group Holding Ltd |
BABA |
251298 |
56900 |
397343 |
|
|
|
57106 |
241402 |
半导体ETF |
SOXX |
|
|
|
|
|
|
202260 |
60600 |
JinkoSolar Holding Co., Ltd. |
JKS |
181800 |
303800 |
|
569933 |
569933 |
569933 |
569933 |
569933 |
Airbnb, Inc. |
ABNB |
|
|
|
|
|
76846 |
80698 |
76846 |
PETROBRAS - PETROLEO BRASILEIRO SA |
PBR |
|
|
|
|
|
|
|
789700 |
KE Holdings Inc. |
BEKE |
16331470 |
4785838 |
3190838 |
3190838 |
473941 |
182941 |
182941 |
780872 |
Trip.com Group Ltd |
TCOM |
|
|
|
|
|
|
102500 |
231400 |
UNITEDHEALTH GROUP INC |
UNH |
|
|
|
|
|
|
|
9972 |
Merck & Co., Inc. |
MRK |
|
|
|
|
|
|
35374 |
35374 |
AMAZON COM INC |
AMZN |
|
|
|
|
|
|
|
22370 |
NOVO NORDISK A S |
NVO |
|
|
|
|
|
|
29722 |
29722 |
Hello Group Inc. |
MOMO |
|
1029611 |
2877635 |
2877635 |
3286923 |
3286923 |
590263 |
590263 |
BOSTON SCIENTIFIC CORP |
BSX |
|
|
|
|
48134 |
48134 |
97634 |
41634 |
THERMO FISHER SCIENTIFIC INC. |
TMO |
|
|
|
|
4579 |
4579 |
4579 |
4579 |
ALBEMARLE CORP |
ALB |
|
|
|
|
|
|
|
17300 |
ATRenew Inc. |
RERE |
525000 |
525000 |
525000 |
525000 |
525000 |
525000 |
525000 |
525000 |
MICRON TECHNOLOGY INC |
MU |
|
10538 |
10538 |
10538 |
10538 |
10538 |
10538 |
5857 |
DAQO NEW ENERGY CORP. |
DQ |
|
|
|
|
|
|
|
50399 |
Li Auto Inc. |
LI |
|
|
|
165300 |
94356 |
|
|
26400 |
Tesla, Inc. |
TSLA |
|
9500 |
21200 |
|
52300 |
52300 |
7891 |
2359 |
111, Inc. |
YI |
836440 |
348863 |
348863 |
348863 |
348863 |
348863 |
348863 |
348863 |
Kanzhun Ltd |
BZ |
3233645 |
4367945 |
3964945 |
3684945 |
3312591 |
2271391 |
1775133 |
|
ADVANCED MICRO DEVICES INC |
AMD |
|
|
|
110000 |
|
|
140500 |
|
MongoDB, Inc. |
MDB |
|
|
|
|
|
|
40009 |
|
JD.com, Inc. |
JD |
2072045 |
3133000 |
|
|
|
|
170159 |
|
AbbVie Inc. |
ABBV |
|
|
|
|
|
|
12200 |
|
JOHNSON & JOHNSON |
JNJ |
|
|
|
|
|
|
12200 |
|
Alphabet Inc. |
GOOGL |
530433 |
|
518600 |
|
887868 |
887868 |
|
|
iQIYI, Inc. |
IQ |
|
|
2372678 |
2769278 |
1898000 |
1898000 |
|
|
MINISO Group Holding Ltd |
MNSO |
|
|
|
|
157600 |
157600 |
|
|
Zai Lab Ltd |
ZLAB |
|
15100 |
15100 |
15100 |
15100 |
15100 |
|
|
QUALCOMM INC/DE |
QCOM |
|
|
|
463800 |
233800 |
|
|
|
Sea Ltd |
SE |
2133573 |
1189390 |
426766 |
|
77092 |
|
|
|
Grab Holdings Ltd |
GRAB |
3559700 |
12389150 |
19361181 |
11400000 |
|
|
|
|
Booking Holdings Inc. |
BKNG |
|
|
3400 |
3400 |
|
|
|
|
lululemon athletica inc. |
LULU |
13540 |
5810 |
1100 |
700 |
|
|
|
|
X Financial |
XYF |
70198 |
70198 |
70198 |
32627 |
|
|
|
|
Snowflake Inc. |
SNOW |
|
8800 |
8800 |
|
|
|
|
|
LAS VEGAS SANDS CORP |
LVS |
89300 |
409910 |
|
|
|
|
|
|
RLX Technology Inc. |
RLX |
|
1460000 |
|
|
|
|
|
|
Robinhood Markets, Inc. |
HOOD |
|
321400 |
|
|
|
|
|
|
Bilibili Inc. |
BILI |
102799 |
|
|
|
|
|
|
|