景林投资 美股持仓 - 按季度 持股数量变化

公司 股票代码 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4
Meta Platforms Inc. - Class A Common Stock META 629534 1047930 1245702 1245702 1264066 1161741 863521 878964
Pinduoduo Inc. PDD 4239086 4701666 5158616 4735369 3634667 5206948 4517786 4635519
NetEase, Inc. NTES 1787150 2318333 2280533 2785653 2567653 3819507 3278597 3632870
Full Truck Alliance Co. Ltd. YMM 7314343 9897464 9897464 9897464 15598269 26985624 24217383 26019803
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSM 84300 1552616 2717559 1722314 1244950
Apple Inc. AAPL 165600 756708 744308
DoorDash, Inc. DASH 2290753 2290753 1187384 1178626 1617126 1266026 1032907 1032907
ZTO Express (Cayman) Inc. ZTO 3908050 5108000 7339443 7009372 5159677 5013897 5983473 6617077
360 DigiTech, Inc. QFIN 3241328 3241328 2446922 2446922 3441922 3417122 3417122 2688992
Futu Holdings Ltd FUTU 1801722 1502767 1999467 2220167 2330725 1884567 1282934
Alphabet Inc. GOOGL 518600 887868 887868 47605 501299
NEBIUS GROUP N.V. NBIS 3159776
NEW ORIENTAL ED TECHNOLOGY EDU 4300694 4393594 2094888 1662383 1875310 2003010 1810734 1228318
MICROSOFT CORP MSFT 281300 311300 1180611 1180611 904769 905853 117401 177933
DAQO NEW ENERGY CORP. DQ 50399 50399 2714780
LIBERTY MEDIA CORP DEL FWONK 398593
VISA INC. V 45500 45500 115000 115000 115000 115000
TAL Education Group TAL 2245500 2245500 1365500 2175597 2966397 3252897 3320955 3320955
Sea Ltd SE 426766 77092 86500 212569
AMER SPORTS INC AS 772805
Uber Technologies, Inc UBER 873200 303200 343800 238979
JinkoSolar Holding Co., Ltd. JKS 569933 569933 569933 569933 569933 569933 569933
Trip.com Group Ltd TCOM 102500 231400 231565 175236
PETROBRAS - PETROLEO BRASILEIRO SA PBR 789700 789700 789700
KE Holdings Inc. BEKE 3190838 3190838 473941 182941 182941 780872 960722 543800
SUPER HI INTL HLDG LTD HDL 275300 275300 275300
Canadian Solar Inc. CSIQ 695861
UNITEDHEALTH GROUP INC UNH 9972 13979 14165
AMAZON COM INC AMZN 22370 32064
BeiGene, Ltd. BGNE 30658 30658
Tencent Music Entertainment Group TME 1460000 1501678 2969203 484586
NVIDIA CORP NVDA 325320 324720 91563 86013 186482 1090104 31111 37776
REGENERON PHARMACEUTICALS, INC. REGN 3450
Legend Biotech Corp LEGN 66109 66109
PFIZER INC PFE 92600 74200
ATRenew Inc. RERE 525000 525000 525000 525000 525000 525000 525000 525000
Alibaba Group Holding Ltd BABA 397343 57106 241402 246016
S&P BIOTECH XBI 184400 127800 127800 70400
Airbnb, Inc. ABNB 76846 80698 76846 52200
Dell Technologies Inc. DELL 7500
MICRON TECHNOLOGY INC MU 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
NOVO NORDISK A S NVO 29722 29722
Hello Group Inc. MOMO 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 21200 52300 52300 7891 2359
111, Inc. YI 348863 348863 348863 348863 348863 348863
Kanzhun Ltd BZ 3964945 3684945 3312591 2271391 1775133
ADVANCED MICRO DEVICES INC AMD 110000 140500
MongoDB, Inc. MDB 40009
JD.com, Inc. JD 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
QUALCOMM INC/DE QCOM 463800 233800
Grab Holdings Ltd GRAB 19361181 11400000
Booking Holdings Inc. BKNG 3400 3400
lululemon athletica inc. LULU 1100 700
X Financial XYF 70198 32627
Snowflake Inc. SNOW 8800

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