景林投资 美股持仓 - 按季度 持股数量变化

公司 股票代码 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3
Pinduoduo Inc. PDD 5578552 4239086 4701666 5158616 4735369 3634667 5206948 4517786
Meta Platforms Inc. - Class A Common Stock META 930400 629534 1047930 1245702 1245702 1264066 1161741 863521
NetEase, Inc. NTES 1733783 1787150 2318333 2280533 2785653 2567653 3819507 3278597
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSM 523842 84300 1552616 2717559 1722314
Full Truck Alliance Co. Ltd. YMM 9553977 7314343 9897464 9897464 9897464 15598269 26985624 24217383
Futu Holdings Ltd FUTU 1030433 1801722 1502767 1999467 2220167 2330725 1884567
Apple Inc. AAPL 165600 756708
ZTO Express (Cayman) Inc. ZTO 3100543 3908050 5108000 7339443 7009372 5159677 5013897 5983473
DoorDash, Inc. DASH 1769844 2290753 2290753 1187384 1178626 1617126 1266026 1032907
NEW ORIENTAL ED TECHNOLOGY EDU 613174 4300694 4393594 2094888 1662383 1875310 2003010 1810734
360 DigiTech, Inc. QFIN 3487153 3241328 3241328 2446922 2446922 3441922 3417122 3417122
MICROSOFT CORP MSFT 48200 281300 311300 1180611 1180611 904769 905853 117401
TAL Education Group TAL 2245500 2245500 1365500 2175597 2966397 3252897 3320955
Tencent Music Entertainment Group TME 1460000 1501678 2969203
VISA INC. V 45500 45500 115000 115000 115000
Alibaba Group Holding Ltd BABA 56900 397343 57106 241402 246016
Uber Technologies, Inc UBER 873200 303200 343800
KE Holdings Inc. BEKE 4785838 3190838 3190838 473941 182941 182941 780872 960722
JinkoSolar Holding Co., Ltd. JKS 303800 569933 569933 569933 569933 569933 569933
Trip.com Group Ltd TCOM 102500 231400 231565
PETROBRAS - PETROLEO BRASILEIRO SA PBR 789700 789700
UNITEDHEALTH GROUP INC UNH 9972 13979
Sea Ltd SE 1189390 426766 77092 86500
Alphabet Inc. GOOGL 518600 887868 887868 47605
BeiGene, Ltd. BGNE 30658
Airbnb, Inc. ABNB 76846 80698 76846 52200
NVIDIA CORP NVDA 325320 324720 91563 86013 186482 1090104 31111
Legend Biotech Corp LEGN 66109
PFIZER INC PFE 92600
ATRenew Inc. RERE 525000 525000 525000 525000 525000 525000 525000 525000
DAQO NEW ENERGY CORP. DQ 50399 50399
Dell Technologies Inc. DELL 7500
MICRON TECHNOLOGY INC MU 10538 10538 10538 10538 10538 10538 5857 5985
ASML HOLDING NV ASML 22437 22437
半导体ETF SOXX 202260 60600
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
Li Auto Inc. LI 165300 94356 26400
Tesla, Inc. TSLA 9500 21200 52300 52300 7891 2359
111, Inc. YI 348863 348863 348863 348863 348863 348863 348863
Kanzhun Ltd BZ 4367945 3964945 3684945 3312591 2271391 1775133
ADVANCED MICRO DEVICES INC AMD 110000 140500
MongoDB, Inc. MDB 40009
JD.com, Inc. JD 3133000 170159
AbbVie Inc. ABBV 12200
JOHNSON & JOHNSON JNJ 12200
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
Grab Holdings Ltd GRAB 12389150 19361181 11400000
Booking Holdings Inc. BKNG 3400 3400
lululemon athletica inc. LULU 5810 1100 700
X Financial XYF 70198 70198 32627
Snowflake Inc. SNOW 8800 8800
LAS VEGAS SANDS CORP LVS 409910
RLX Technology Inc. RLX 1460000
Robinhood Markets, Inc. HOOD 321400

景林成立于2004年,是大中华地区成立时间最长、业绩稳定超前的资产管理公司之一, 管理规模超过200亿美元。 SEC 13F 文件地址