景林投资 美股持仓 - 按季度 持股市值变化

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 202826 454930916 321746628 325073188 505905471 692831839 422530040 692263736
Meta Platforms Inc. - Class A Common Stock META 37801 111964336 133423436 300734951 373972197 440928680 613805168 585773047
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSM 39020991 8767200 211233407 472338930
MICROSOFT CORP MSFT 11226 11559324 81098790 106010102 372777923 443956960 380654414 404870998
NetEase, Inc. NTES 193675 125924659 158055546 224159617 228418185 259511434 265675056 365068479
Full Truck Alliance Co. Ltd. YMM 88846 76431816 55662150 61562227 69678146 69381222 113399415 216964416
NEW ORIENTAL ED TECHNOLOGY EDU 10946 21350719 166049795 173503027 122655692 121819426 162814414 155693967
Futu Holdings Ltd FUTU 61602 41887102 71600432 86874960 109230882 120222043 152907214
DoorDash, Inc. DASH 59956 86403784 145600261 175059344 94361406 116554325 222710593 137718308
NVIDIA CORP NVDA 90364136 137363054 39828989 42595358 168497676 134671448
ZTO Express (Cayman) Inc. ZTO 78384 83311591 112004713 128108640 177394337 149159437 108043637 104038363
360 DigiTech, Inc. QFIN 30016 70998435 62881763 56010148 37584722 38710306 63434622 67419817
Apple Inc. AAPL 12079 34878672
TAL Education Group TAL 14393655 13383180 12439705 27477790 33668607 34708411
VISA INC. V 10465455 11845925 32094200 30184050
ASML HOLDING NV ASML 21774435 22946993
Uber Technologies, Inc UBER 67227668 22036576
Tencent Music Entertainment Group TME 16337400 21098576
Alibaba Group Holding Ltd BABA 20101 5012321 40600508 4132190 17380944
半导体ETF SOXX 45694579 14945778
JinkoSolar Holding Co., Ltd. JKS 10070 12419344 25293627 17308865 21053325 14356612 11809012
Airbnb, Inc. ABNB 10461814 13311942 11652159
PETROBRAS - PETROLEO BRASILEIRO SA PBR 11442753
KE Holdings Inc. BEKE 286127 66810299 60115387 47383944 7355564 2965473 2511780 11049338
Trip.com Group Ltd TCOM 4498725 10875800
UNITEDHEALTH GROUP INC UNH 5078341
Merck & Co., Inc. MRK 4667599 4379301
AMAZON COM INC AMZN 4323003
NOVO NORDISK A S NVO 3816305 4242518
Hello Group Inc. MOMO 9245907 26186479 27654072 22942723 22844115 3665533 3612410
BOSTON SCIENTIFIC CORP BSX 2541475 2782627 6686953 3206234
THERMO FISHER SCIENTIFIC INC. TMO 2317752 2430487 2661361 2532187
ALBEMARLE CORP ALB 1652496
ATRenew Inc. RERE 1208 1517250 1601250 1533000 1197000 1008000 924000 1244250
MICRON TECHNOLOGY INC MU 526689 635863 665053 716900 899313 1242325 770371
DAQO NEW ENERGY CORP. DQ 735825
Li Auto Inc. LI 5802030 3363791 472032
Tesla, Inc. TSLA 1170210 4398152 13086506 12995504 1387159 466799
111, Inc. YI 2242 1053566 924487 858063 907044 540738 404681 371539
Kanzhun Ltd BZ 54584 88975039 75452903 55458422 50252006 37727804 31118082
ADVANCED MICRO DEVICES INC AMD 12530100 25358845
MongoDB, Inc. MDB 14348828
JD.com, Inc. JD 104224 175855291 4660655
AbbVie Inc. ABBV 2221620
JOHNSON & JOHNSON JNJ 1929918
Alphabet Inc. GOOGL 50736 53794378 116186406 124026281
iQIYI, Inc. IQ 17273096 14787945 8996520 9262240
MINISO Group Holding Ltd MNSO 4081840 3215040
Zai Lab Ltd ZLAB 463570 502226 418723 367081 412683
QUALCOMM INC/DE QCOM 55210752 25965828
Sea Ltd SE 119586 61883962 36936598 3388193
Grab Holdings Ltd GRAB 9362 39893063 58277155 39102000
Booking Holdings Inc. BKNG 9018194 9181122
lululemon athletica inc. LULU 3785 1861408 400609 264950
X Financial XYF 157 211998 219025 143233
Snowflake Inc. SNOW 1263152 1357752
LAS VEGAS SANDS CORP LVS 3351 19704374
RLX Technology Inc. RLX 3358000
Robinhood Markets, Inc. HOOD 2616196
Bilibili Inc. BILI 1574

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