景林投资 美股持仓 - 按季度 持股市值变化

公司 股票代码 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2 2025 Q3
Meta Platforms Inc. - Class A Common Stock META 440928680 613805168 585773047 494313961 514642212 558652492 731699617 900323442
NetEase, Inc. NTES 259511434 265675056 365068479 306581605 324088333 367949087 469145880 488222278
NVIDIA CORP NVDA 42595358 168497676 134671448 3778120 5072939 99603216 443828481
Pinduoduo Inc. PDD 692831839 422530040 692263736 609042731 449598987 548613673 336988350 443689932
Alphabet Inc. GOOGL 124026281 7895289 94895901 7111894 32592329 427933792
Full Truck Alliance Co. Ltd. YMM 69381222 113399415 216964416 218198621 281534269 331957950 340063364 370914491
Futu Holdings Ltd FUTU 109230882 120222043 152907214 180258834 102621890 194632342 189264366 173274881
Alibaba Group Holding Ltd BABA 4132190 17380944 26107218 79489007 52735650 150742491
NEBIUS GROUP N.V. NBIS 87525795 46822276 70617845 143290538
360 DigiTech, Inc. QFIN 38710306 63434622 67419817 101864407 103203513 120762631 142890192 94842706
ATOUR LIFESTYLE HOLDINGS LTD ATAT 6849857 86086212
SYNOPSYS INC SNPS 81635816
Sea Ltd SE 8155220 22553571 11839880 28750654 73483767
NEW ORIENTAL ED TECHNOLOGY EDU 121819426 162814414 155693967 137326067 78833449 66744625 71657361 70488529
KE Holdings Inc. BEKE 2965473 2511780 11049338 19127975 10016796 95865583 82326125 69862905
INTEL CORP INTC 49507686 45585635 63612041
UNITEDHEALTH GROUP INC UNH 5078341 8173242 7165507 2272028 57814270
S&P BIOTECH XBI 16465076 12126942 11848338 6955520 55612503
Apple Inc. AAPL 34878672 176312964 186389609 173762303 54262672
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSM 8767200 211233407 472338930 299114272 245865175 261376462 29729983 36660723
TAL Education Group TAL 27477790 33668607 34708411 39320107 33275969 32348873 27301309 29088416
MakeMyTrip Ltd MMYT 24045840
Uber Technologies, Inc UBER 67227668 22036576 25840008 14415213 23970320
JinkoSolar Holding Co., Ltd. JKS 21053325 14356612 11809012 15285603 14191332 14556591 16571398 18765820
H World Group Ltd HTHT 5997056 14079600
Spotify Technology S.A. SPOT 9231748
SUPER HI INTL HLDG LTD HDL 4955400 4773702 7917628 6220144 5238016 5042127
ATRenew Inc. RERE 1008000 924000 1244250 1459500 1512000 1543500 1737750 2415000
Alphabet Inc. GOOG 875806
DAQO NEW ENERGY CORP. DQ 735825 1026628 52775323 48392836 40536682
Trip.com Group Ltd TCOM 4498725 10875800 13761908 12031704 24385664 22136600
MICROSOFT CORP MSFT 443956960 380654414 404870998 50517650 74998760 10754924 14250797
BeiGene, Ltd. BGNE 6883028 5662839 2539074 3752569
Canadian Solar Inc. CSIQ 7737974 9652198 3700420
LIBERTY MEDIA CORP DEL FWONK 36933627 11039276 1011560
Hesai Group HSAI 11078584 884387
ZTO Express (Cayman) Inc. ZTO 149159437 108043637 104038363 148210626 129363855 130097824
Legend Biotech Corp LEGN 3221492 2151187 3057398
REGENERON PHARMACEUTICALS, INC. REGN 2457539 3012593
PFIZER INC PFE 2679844 1968526 1880228
DoorDash, Inc. DASH 116554325 222710593 137718308 147426816 173270149
VISA INC. V 11845925 32094200 30184050 31619250 36344600
AMER SPORTS INC AS 21607628
PETROBRAS - PETROLEO BRASILEIRO SA PBR 11442753 11379577 10155542
AMAZON COM INC AMZN 4323003 7034521
Tencent Music Entertainment Group TME 16337400 21098576 35778896 5500051
Airbnb, Inc. ABNB 10461814 13311942 11652159 6619482
Dell Technologies Inc. DELL 889050
MICRON TECHNOLOGY INC MU 899313 1242325 770371 620704
ASML HOLDING NV ASML 21774435 22946993
半导体ETF SOXX 45694579 14945778
Merck & Co., Inc. MRK 4667599 4379301
NOVO NORDISK A S NVO 3816305 4242518
Hello Group Inc. MOMO 22844115 3665533 3612410
BOSTON SCIENTIFIC CORP BSX 2782627 6686953 3206234
THERMO FISHER SCIENTIFIC INC. TMO 2430487 2661361 2532187
ALBEMARLE CORP ALB 1652496
Li Auto Inc. LI 472032
Tesla, Inc. TSLA 12995504 1387159 466799
111, Inc. YI 540738 404681 371539
Kanzhun Ltd BZ 37727804 31118082
ADVANCED MICRO DEVICES INC AMD 25358845
MongoDB, Inc. MDB 14348828
JD.com, Inc. JD 4660655
AbbVie Inc. ABBV 2221620
JOHNSON & JOHNSON JNJ 1929918
iQIYI, Inc. IQ 9262240
MINISO Group Holding Ltd MNSO 3215040
Zai Lab Ltd ZLAB 412683

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