| 公司 | 股票代码 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 |
|---|---|---|---|---|---|---|---|
| GRAB HOLDINGS LIMITED | GRAB | 2,109,700 | 3,559,700 | 12,389,150 | 19,361,181 | 11,400,000 | |
| 满帮 | YMM | 7,083,063 | 12,828,014 | 13,564,314 | 9,553,977 | 7,314,343 | 9,897,464 |
| 中通快递 | ZTO | 6,244,291 | 6,062,697 | 3,261,911 | 3,100,543 | 3,908,050 | 5,108,000 |
| 拼多多 | PDD | 1,767,006 | 2,007,188 | 3,241,060 | 5,578,552 | 4,239,086 | 4,701,666 |
| 新东方 | EDU | 456,645 | 613,174 | 4,300,694 | 4,393,594 | ||
| BOSS直聘 | BZ | 3,585,818 | 3,389,914 | 3,233,645 | 4,367,945 | 3,964,945 | 3,684,945 |
| 奇富科技 | QFIN | 2,341,368 | 2,341,368 | 2,341,368 | 3,487,153 | 3,241,328 | 3,241,328 |
| 贝壳 | BEKE | 20,431,036 | 20,343,236 | 16,331,470 | 4,785,838 | 3,190,838 | 3,190,838 |
| 挚文集团 | MOMO | 1,029,611 | 2,877,635 | 2,877,635 | |||
| 爱奇艺 | IQ | 2,372,678 | 2,769,278 | ||||
| 网易 | NTES | 3,600,485 | 2,199,220 | 2,561,839 | 1,733,783 | 1,787,150 | 2,318,333 |
| Doordash | DASH | 742,807 | 744,527 | 1,212,448 | 1,769,844 | 2,290,753 | 2,290,753 |
| 好未來 | TAL | 2,245,500 | 2,245,500 | ||||
| 富途控股 | FUTU | 1,651,981 | 1,651,981 | 1,651,981 | 1,030,433 | 1,801,722 | |
| Meta | META | 615,610 | 417,910 | 278,607 | 930,400 | 629,534 | 1,047,930 |
| 晶科能源 | JKS | 181,800 | 181,800 | 181,800 | 303,800 | 569,933 | |
| 万物新生 | RERE | 525,000 | 525,000 | 525,000 | 525,000 | 525,000 | 525,000 |
| 高通 | QCOM | 463,800 | |||||
| 1药网 | YI | 836,440 | 836,440 | 836,440 | 348,863 | 348,863 | 348,863 |
| 英伟达 | NVDA | 177,600 | 158,200 | 325,320 | 324,720 | ||
| 微软 | MSFT | 48,200 | 48,200 | 48,200 | 48,200 | 281,300 | 311,300 |
| 理想汽车 | LI | 165,300 | |||||
| AMD | AMD | 110,000 | |||||
| 小意科技 | XYF | 70,198 | 70,198 | 70,198 | 70,198 | 70,198 | 32,627 |
| 再鼎医药 | ZLAB | 15,100 | 15,100 | 15,100 | |||
| 美光科技 | MU | 10,538 | 10,538 | 10,538 | |||
| Booking Holdiing | BKNG | 3,400 | 3,400 | ||||
| 露露柠檬 | LULU | 1,720 | 13,540 | 13,540 | 5,810 | 1,100 | 700 |
| DIDI GLOBAL INC | DIDI | 289,000 | |||||
| 金沙集团 | LVS | 89,300 | 409,910 | ||||
| 特斯拉 | TSLA | 15,400 | 2,905 | 9,500 | 21,200 | ||
| 谷歌A | GOOGL | 57,032 | 38,594 | 530,433 | 518,600 | ||
| ALBEMARLE CORP | ALB | 20,600 | 20,600 | ||||
| 京东 | JD | 4,351,842 | 3,212,537 | 2,072,045 | 3,133,000 | ||
| 趣店 | QD | 5,472,601 | 5,472,601 | ||||
| KRANESHARES TR | 500767306 | 6,136,400 | 6,136,400 | ||||
| CARVANA CO | CVNA | 363,233 | |||||
| 台积电 | TSM | 124,500 | 76,500 | 523,842 | |||
| 天境生物 | IMAB | 54,206 | |||||
| 阿里巴巴 | BABA | 306,541 | 1,242,543 | 251,298 | 56,900 | 397,343 | |
| 欢聚时代 | YY | 704,364 | |||||
| 标普生物科技ETF | XBI | 57,686 | 352,839 | 227,839 | 144,339 | ||
| 雾芯科技 | RLX | 1,460,000 | |||||
| 腾讯音乐 | TME | 6,267,765 | 6,267,765 | ||||
| ROBINHOOD MKTS INC | HOOD | 321,400 | |||||
| Sea Limited | SE | 1,692,376 | 2,092,334 | 2,133,573 | 1,189,390 | 426,766 | |
| 哔哩哔哩 | BILI | 400,999 | 560,922 | 102,799 | |||
| PELOTON INTERACTIVE INC | PTON | 143,090 | |||||
| 苹果 | AAPL | 87,400 | 87,400 | 87,400 | |||
| Showflake | SNOW | 8,800 | 8,800 | ||||
| 新氧 | SY | 1,247,483 |
