| 公司 | 股票代码 | 2021 Q1 | 2021 Q2 | 2021 Q3 | 2021 Q4 |
|---|---|---|---|---|---|
| 贝壳 | BEKE | 58,600 | 9,677,947 | 9,545,997 | |
| 中通快递 | ZTO | 10,707,762 | 9,745,762 | 6,582,662 | 6,582,662 |
| 趣店 | QD | 5,472,601 | 5,472,601 | 5,472,601 | 5,472,601 |
| 网易 | NTES | 2,457,070 | 2,457,070 | 2,772,957 | 2,772,957 |
| 拼多多 | PDD | 2,617,997 | 2,617,997 | 2,005,369 | 2,709,957 |
| 奇富科技 | QFIN | 2,902,722 | 3,699,622 | 2,341,368 | 2,341,368 |
| Sea Limited | SE | 2,288,273 | 2,210,256 | 1,919,820 | 2,188,208 |
| BOSS直聘 | BZ | 818,550 | 1,321,250 | 2,065,250 | |
| 满帮 | YMM | 260,000 | 1,394,548 | 1,394,548 | |
| KRANESHARES TR | 500767306 | 1,389,000 | |||
| 京东 | JD | 689,900 | 755,175 | 755,175 | 1,265,401 |
| 新氧 | SY | 2,390,101 | 1,247,483 | 1,247,483 | 1,247,483 |
| Meta | META | 1,141,920 | 1,228,620 | 1,228,620 | 1,090,920 |
| 理想汽车 | LI | 885,600 | 284,000 | 984,500 | |
| 1药网 | YI | 836,440 | 836,440 | 836,440 | 836,440 |
| 欢聚时代 | YY | 341,000 | 341,000 | 704,364 | 704,364 |
| 哔哩哔哩 | BILI | 337,186 | 579,539 | 523,039 | 683,039 |
| 唯品会 | VIPS | 200,000 | 601,000 | 601,000 | 601,000 |
| 万物新生 | RERE | 525,000 | 525,000 | 525,000 | |
| 富途控股 | FUTU | 25,916 | 46,216 | 46,216 | 524,409 |
| Doordash | DASH | 553,012 | 140,032 | 510,052 | |
| DIDI GLOBAL INC | DIDI | 503,900 | |||
| 阿里巴巴 | BABA | 108,541 | 108,541 | 108,541 | 306,541 |
| WOLFSPEED INC | WOLF | 279,761 | |||
| 小鹏汽车 | XPEV | 138,000 | 218,370 | ||
| CARVANA CO | CVNA | 13,700 | 76,833 | 183,733 | 183,733 |
| 微软 | MSFT | 441,387 | 426,011 | 168,000 | 168,000 |
| PELOTON INTERACTIVE INC | PTON | 170,340 | 143,090 | ||
| 英伟达 | NVDA | 9,524 | 9,339 | 23,614 | 119,314 |
| 谷歌A | GOOGL | 22,375 | 25,937 | 48,633 | 98,233 |
| 小意科技 | XYF | 315,728 | 315,728 | 185,401 | 84,278 |
| 台积电 | TSM | 345,473 | 226,500 | 83,400 | 41,200 |
| ALBEMARLE CORP | ALB | 20,600 | 20,600 | ||
| 特斯拉 | TSLA | 14,285 | |||
| 高途 | GSX | 223,000 | 223,000 | ||
| 苹果 | AAPL | 169,000 | |||
| 泰和诚医疗 | CCM | 113,549 | 17,482 | ||
| 世纪互联 | VNET | 69,388 | |||
| 声网 | API | 150,000 | |||
| Block | SQ | 17,500 | 114,989 | ||
| 新东方 | EDU | 707,820 | 8,589,820 | ||
| 优步 | UBER | 162,356 | 142,556 | ||
| WYNN RESORTS LTD | WYNN | 26,065 | 42,765 | ||
| 和黄医药 | HCM | 100,169 | |||
| Showflake | SNOW | 44,500 | |||
| 再鼎医药 | ZLAB | 37,015 | |||
| 亚马逊 | AMZN | 5,763 | 3,636 | ||
| CREE INC | CREE | 279,761 | |||
| ALTERYX INC | AYX | 21,013 | |||
| 好未來 | TAL | 741,404 | 923,800 | 1,060,800 | |
| ServiceNow | NOW | 10,760 | 16,958 |
