景林投资 2021 Q3 美股持仓列表
持有证券数：34，总市值：0.02（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
SE
|
Sea Limited |
1,919,820 |
0.01 |
24.72% |
减仓 |
-13.1% |
|
META
|
Meta |
1,228,620 |
0.00 |
16.85% |
持平 |
0% |
|
NTES
|
网易 |
2,772,957 |
0.00 |
9.57% |
加仓 |
+12.9% |
|
ZTO
|
中通快递 |
6,582,662 |
0.00 |
8.15% |
减仓 |
-32.5% |
|
PDD
|
拼多多 |
2,005,369 |
0.00 |
7.35% |
减仓 |
-23.4% |
|
BEKE
|
贝壳 |
9,677,947 |
0.00 |
7.14% |
新进 |
— |
|
GOOGL
|
谷歌A |
48,633 |
0.00 |
5.25% |
加仓 |
+87.5% |
|
CVNA
|
CARVANA CO |
183,733 |
0.00 |
2.24% |
加仓 |
+139.1% |
|
JD
|
京东 |
755,175 |
0.00 |
2.2% |
持平 |
0% |
|
QFIN
|
奇富科技 |
2,341,368 |
0.00 |
1.92% |
减仓 |
-36.7% |
|
BZ
|
BOSS直聘 |
1,321,250 |
0.00 |
1.92% |
加仓 |
+61.4% |
|
MSFT
|
微软 |
168,000 |
0.00 |
1.91% |
减仓 |
-60.6% |
|
YY
|
欢聚时代 |
704,364 |
0.00 |
1.56% |
加仓 |
+106.6% |
|
BILI
|
哔哩哔哩 |
523,039 |
0.00 |
1.4% |
减仓 |
-9.7% |
|
DASH
|
Doordash |
140,032 |
0.00 |
1.17% |
减仓 |
-74.7% |
|
CREE
|
CREE INC |
279,761 |
0.00 |
0.91% |
新进 |
— |
|
YMM
|
满帮 |
1,394,548 |
0.00 |
0.86% |
加仓 |
+436.4% |
|
EDU
|
新东方 |
8,589,820 |
0.00 |
0.71% |
加仓 |
+1113.6% |
|
BABA
|
阿里巴巴 |
108,541 |
0.00 |
0.65% |
持平 |
0% |
|
PTON
|
PELOTON INTERACTIVE INC |
170,340 |
0.00 |
0.6% |
新进 |
— |
|
TSM
|
台积电 |
83,400 |
0.00 |
0.38% |
减仓 |
-63.2% |
|
QD
|
趣店 |
5,472,601 |
0.00 |
0.32% |
持平 |
0% |
|
LI
|
理想汽车 |
284,000 |
0.00 |
0.3% |
减仓 |
-67.9% |
|
VIPS
|
唯品会 |
601,000 |
0.00 |
0.27% |
持平 |
0% |
|
SY
|
新氧 |
1,247,483 |
0.00 |
0.21% |
持平 |
0% |
|
RERE
|
万物新生 |
525,000 |
0.00 |
0.21% |
持平 |
0% |
|
YI
|
1药网 |
836,440 |
0.00 |
0.21% |
持平 |
0% |
|
TAL
|
好未來 |
1,060,800 |
0.00 |
0.21% |
加仓 |
+14.8% |
|
XPEV
|
小鹏汽车 |
138,000 |
0.00 |
0.2% |
新进 |
— |
|
NVDA
|
英伟达 |
23,614 |
0.00 |
0.2% |
加仓 |
+152.9% |
|
ALB
|
ALBEMARLE CORP |
20,600 |
0.00 |
0.18% |
新进 |
— |
|
FUTU
|
富途控股 |
46,216 |
0.00 |
0.17% |
持平 |
0% |
|
XYF
|
小意科技 |
185,401 |
0.00 |
0.03% |
减仓 |
-41.3% |
|
GSX
|
高途 |
223,000 |
0.00 |
0.03% |
持平 |
0% |
|
SQ
|
Block |
— |
— |
— |
清仓 |
-100% |
|
AMZN
|
亚马逊 |
— |
— |
— |
清仓 |
-100% |
|
SNOW
|
Showflake |
— |
— |
— |
清仓 |
-100% |
|
NOW
|
ServiceNow |
— |
— |
— |
清仓 |
-100% |
|
UBER
|
优步 |
— |
— |
— |
清仓 |
-100% |
|
API
|
声网 |
— |
— |
— |
清仓 |
-100% |
|
WYNN
|
WYNN RESORTS LTD |
— |
— |
— |
清仓 |
-100% |
|
CCM
|
泰和诚医疗 |
— |
— |
— |
清仓 |
-100% |