景林投资 美股持仓 - 按季度 持股市值变化

公司 股票代码 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1
Meta Platforms Inc. - Class A Common Stock META 300734951 373972197 440928680 613805168 585773047 494313961 514642212 558652492
Pinduoduo Inc. PDD 325073188 505905471 692831839 422530040 692263736 609042731 449598987 548613673
NetEase, Inc. NTES 224159617 228418185 259511434 265675056 365068479 306581605 324088333 367949087
Full Truck Alliance Co. Ltd. YMM 61562227 69678146 69381222 113399415 216964416 218198621 281534269 331957950
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSM 8767200 211233407 472338930 299114272 245865175 261376462
Futu Holdings Ltd FUTU 71600432 86874960 109230882 120222043 152907214 180258834 102621890 194632342
Apple Inc. AAPL 34878672 176312964 186389609 173762303
ZTO Express (Cayman) Inc. ZTO 128108640 177394337 149159437 108043637 104038363 148210626 129363855 130097824
360 DigiTech, Inc. QFIN 56010148 37584722 38710306 63434622 67419817 101864407 103203513 120762631
KE Holdings Inc. BEKE 47383944 7355564 2965473 2511780 11049338 19127975 10016796 95865583
Alibaba Group Holding Ltd BABA 4132190 17380944 26107218 79489007
NEW ORIENTAL ED TECHNOLOGY EDU 173503027 122655692 121819426 162814414 155693967 137326067 78833449 66744625
INTEL CORP INTC 49507686
DAQO NEW ENERGY CORP. DQ 735825 1026628 52775323 48392836
NEBIUS GROUP N.V. NBIS 87525795 46822276
TAL Education Group TAL 13383180 12439705 27477790 33668607 34708411 39320107 33275969 32348873
Trip.com Group Ltd TCOM 4498725 10875800 13761908 12031704 24385664
JinkoSolar Holding Co., Ltd. JKS 25293627 17308865 21053325 14356612 11809012 15285603 14191332 14556591
Sea Ltd SE 3388193 8155220 22553571 11839880
Hesai Group HSAI 11078584
LIBERTY MEDIA CORP DEL FWONK 36933627 11039276
MICROSOFT CORP MSFT 106010102 372777923 443956960 380654414 404870998 50517650 74998760 10754924
Canadian Solar Inc. CSIQ 7737974 9652198
Alphabet Inc. GOOGL 116186406 124026281 7895289 94895901 7111894
SUPER HI INTL HLDG LTD HDL 4955400 4773702 7917628 6220144
Legend Biotech Corp LEGN 3221492 2151187 3057398
REGENERON PHARMACEUTICALS, INC. REGN 2457539 3012593
BeiGene, Ltd. BGNE 6883028 5662839 2539074
UNITEDHEALTH GROUP INC UNH 5078341 8173242 7165507 2272028
PFIZER INC PFE 2679844 1968526 1880228
ATRenew Inc. RERE 1533000 1197000 1008000 924000 1244250 1459500 1512000 1543500
DoorDash, Inc. DASH 175059344 94361406 116554325 222710593 137718308 147426816 173270149
VISA INC. V 10465455 11845925 32094200 30184050 31619250 36344600
AMER SPORTS INC AS 21607628
Uber Technologies, Inc UBER 67227668 22036576 25840008 14415213
PETROBRAS - PETROLEO BRASILEIRO SA PBR 11442753 11379577 10155542
AMAZON COM INC AMZN 4323003 7034521
Tencent Music Entertainment Group TME 16337400 21098576 35778896 5500051
NVIDIA CORP NVDA 137363054 39828989 42595358 168497676 134671448 3778120 5072939
S&P BIOTECH XBI 16465076 12126942 11848338 6955520
Airbnb, Inc. ABNB 10461814 13311942 11652159 6619482
Dell Technologies Inc. DELL 889050
MICRON TECHNOLOGY INC MU 665053 716900 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 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
Li Auto Inc. LI 5802030 3363791 472032
Tesla, Inc. TSLA 13086506 12995504 1387159 466799
111, Inc. YI 858063 907044 540738 404681 371539
Kanzhun Ltd BZ 55458422 50252006 37727804 31118082
ADVANCED MICRO DEVICES INC AMD 12530100 25358845
MongoDB, Inc. MDB 14348828
JD.com, Inc. JD 4660655
AbbVie Inc. ABBV 2221620
JOHNSON & JOHNSON JNJ 1929918
iQIYI, Inc. IQ 14787945 8996520 9262240
MINISO Group Holding Ltd MNSO 4081840 3215040
Zai Lab Ltd ZLAB 418723 367081 412683
QUALCOMM INC/DE QCOM 55210752 25965828
Grab Holdings Ltd GRAB 39102000
Booking Holdings Inc. BKNG 9181122
lululemon athletica inc. LULU 264950
X Financial XYF 143233

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