| 公司 | 股票代码 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 |
|---|---|---|---|---|---|---|---|---|---|
| Meta Platforms Inc. - Class A Common Stock | META | 417910 | 278607 | 930400 | 629534 | 1047930 | 1245702 | 1245702 | 1264066 |
| Pinduoduo Inc. | PDD | 2007188 | 3241060 | 5578552 | 4239086 | 4701666 | 5158616 | 4735369 | 3634667 |
| MICROSOFT CORP | MSFT | 48200 | 48200 | 48200 | 281300 | 311300 | 1180611 | 1180611 | 904769 |
| NetEase, Inc. | NTES | 2199220 | 2561839 | 1733783 | 1787150 | 2318333 | 2280533 | 2785653 | 2567653 |
| DoorDash, Inc. | DASH | 744527 | 1212448 | 1769844 | 2290753 | 2290753 | 1187384 | 1178626 | 1617126 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | 76500 | 523842 | 84300 | 1552616 | ||||
| NVIDIA CORP | NVDA | 158200 | 325320 | 324720 | 91563 | 86013 | 186482 | ||
| NEW ORIENTAL ED TECHNOLOGY | EDU | 456645 | 613174 | 4300694 | 4393594 | 2094888 | 1662383 | 1875310 | |
| Futu Holdings Ltd | FUTU | 1651981 | 1651981 | 1030433 | 1801722 | 1502767 | 1999467 | 2220167 | |
| Full Truck Alliance Co. Ltd. | YMM | 12828014 | 13564314 | 9553977 | 7314343 | 9897464 | 9897464 | 9897464 | 15598269 |
| ZTO Express (Cayman) Inc. | ZTO | 6062697 | 3261911 | 3100543 | 3908050 | 5108000 | 7339443 | 7009372 | 5159677 |
| Uber Technologies, Inc | UBER | 873200 | |||||||
| 360 DigiTech, Inc. | QFIN | 2341368 | 2341368 | 3487153 | 3241328 | 3241328 | 2446922 | 2446922 | 3441922 |
| 半导体ETF | SOXX | 202260 | |||||||
| TAL Education Group | TAL | 2245500 | 2245500 | 1365500 | 2175597 | 2966397 | |||
| VISA INC. | V | 45500 | 45500 | 115000 | |||||
| Kanzhun Ltd | BZ | 3389914 | 3233645 | 4367945 | 3964945 | 3684945 | 3312591 | 2271391 | 1775133 |
| ADVANCED MICRO DEVICES INC | AMD | 110000 | 140500 | ||||||
| ASML HOLDING NV | ASML | 22437 | |||||||
| Tencent Music Entertainment Group | TME | 6267765 | 1460000 | ||||||
| JinkoSolar Holding Co., Ltd. | JKS | 181800 | 181800 | 303800 | 569933 | 569933 | 569933 | 569933 | |
| MongoDB, Inc. | MDB | 40009 | |||||||
| Airbnb, Inc. | ABNB | 76846 | 80698 | ||||||
| BOSTON SCIENTIFIC CORP | BSX | 48134 | 48134 | 97634 | |||||
| Merck & Co., Inc. | MRK | 35374 | |||||||
| JD.com, Inc. | JD | 3212537 | 2072045 | 3133000 | 170159 | ||||
| Trip.com Group Ltd | TCOM | 102500 | |||||||
| Alibaba Group Holding Ltd | BABA | 1242543 | 251298 | 56900 | 397343 | 57106 | |||
| NOVO NORDISK A S | NVO | 29722 | |||||||
| Hello Group Inc. | MOMO | 1029611 | 2877635 | 2877635 | 3286923 | 3286923 | 590263 | ||
| THERMO FISHER SCIENTIFIC INC. | TMO | 4579 | 4579 | 4579 | |||||
| KE Holdings Inc. | BEKE | 20343236 | 16331470 | 4785838 | 3190838 | 3190838 | 473941 | 182941 | 182941 |
| AbbVie Inc. | ABBV | 12200 | |||||||
| JOHNSON & JOHNSON | JNJ | 12200 | |||||||
| Tesla, Inc. | TSLA | 2905 | 9500 | 21200 | 52300 | 52300 | 7891 | ||
| MICRON TECHNOLOGY INC | MU | 10538 | 10538 | 10538 | 10538 | 10538 | 10538 | ||
| ATRenew Inc. | RERE | 525000 | 525000 | 525000 | 525000 | 525000 | 525000 | 525000 | 525000 |
| 111, Inc. | YI | 836440 | 836440 | 348863 | 348863 | 348863 | 348863 | 348863 | 348863 |
| Alphabet Inc. | GOOGL | 38594 | 530433 | 518600 | 887868 | 887868 | |||
| iQIYI, Inc. | IQ | 2372678 | 2769278 | 1898000 | 1898000 | ||||
| MINISO Group Holding Ltd | MNSO | 157600 | 157600 | ||||||
| Zai Lab Ltd | ZLAB | 15100 | 15100 | 15100 | 15100 | 15100 | |||
| QUALCOMM INC/DE | QCOM | 463800 | 233800 | ||||||
| Sea Ltd | SE | 2092334 | 2133573 | 1189390 | 426766 | 77092 | |||
| Li Auto Inc. | LI | 165300 | 94356 | ||||||
| Grab Holdings Ltd | GRAB | 2109700 | 3559700 | 12389150 | 19361181 | 11400000 | |||
| Booking Holdings Inc. | BKNG | 3400 | 3400 | ||||||
| lululemon athletica inc. | LULU | 13540 | 13540 | 5810 | 1100 | 700 | |||
| X Financial | XYF | 70198 | 70198 | 70198 | 70198 | 32627 | |||
| Snowflake Inc. | SNOW | 8800 | 8800 | ||||||
| LAS VEGAS SANDS CORP | LVS | 89300 | 409910 | ||||||
| RLX Technology Inc. | RLX | 1460000 | |||||||
| Robinhood Markets, Inc. | HOOD | 321400 | |||||||
| Apple Inc. | AAPL | 87400 | 87400 | ||||||
| Bilibili Inc. | BILI | 560922 | 102799 | ||||||
| Qudian Inc. | QD | 5472601 | |||||||
| ALBEMARLE CORP | ALB | 20600 |
