景林投资 2024 Q1 美股持仓列表

持有股票数:39,总市值:$ 3,225,849,429.00

代码 公司 持股数 持股市值 占比
METAMeta1,264,066$613,805,16819.03%
PDD拼多多3,634,667$422,530,04013.1%
MSFT微软904,769$380,654,41411.8%
NTES网易2,567,653$265,675,0568.24%
DASHDoordash1,617,126$222,710,5936.9%
TSM台积电1,552,616$211,233,4076.55%
NVDA英伟达186,482$168,497,6765.22%
EDU新东方1,875,310$162,814,4145.05%
FUTU富途控股2,220,167$120,222,0433.73%
YMM满帮15,598,269$113,399,4153.52%
ZTO中通快递5,159,677$108,043,6373.35%
UBER优步873,200$67,227,6682.08%
QFIN奇富科技3,441,922$63,434,6221.97%
SOXX半导体ETF202,260$45,694,5791.42%
TAL好未來2,966,397$33,668,6071.04%
V维萨卡115,000$32,094,2000.99%
BZBOSS直聘1,775,133$31,118,0820.96%
AMDAMD140,500$25,358,8450.79%
ASML阿斯麦22,437$21,774,4350.67%
TME腾讯音乐1,460,000$16,337,4000.51%
JKS晶科能源569,933$14,356,6120.45%
MDBMongoDB40,009$14,348,8280.44%
ABNB爱彼迎80,698$13,311,9420.41%
BSX波士顿科学97,634$6,686,9530.21%
MRK默沙东35,374$4,667,5990.14%
JD京东170,159$4,660,6550.14%
TCOM携程102,500$4,498,7250.14%
BABA阿里巴巴57,106$4,132,1900.13%
NVO诺和诺德29,722$3,816,3050.12%
MOMO挚文集团590,263$3,665,5330.11%
TMO赛默飞世尔科技4,579$2,661,3610.08%
BEKE贝壳182,941$2,511,7800.08%
ABBV艾伯维公司12,200$2,221,6200.07%
JNJ强生12,200$1,929,9180.06%
TSLA特斯拉7,891$1,387,1590.04%
MU美光科技10,538$1,242,3250.04%
RERE万物新生525,000$924,0000.03%
YI1药网348,863$404,6810.01%

中概占比

持仓分类

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