Greenwoods Asset Management Ltd 13F 持仓 · 最近申报 2020年Q4
景林在 2020年Q4（报告期截至 2020-12-31）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 43.54 亿美元。前几大持仓：PDD（26.13%）、SE（9.74%）、META（9.54%）。本季前 25 大持仓中：新建仓 2 只、增持 10 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PDD | PINDUODUO INC | $1.14B | 26.13% | 6.4M | 增持 |
| 2 | SE | SEA LTD | $423.9M | 9.74% | 2.1M | 增持 |
| 3 | META | FACEBOOK INC | $415.4M | 9.54% | 1.5M | 减持 |
| 4 | ZTO | ZTO EXPRESS CAYMAN INC | $396.2M | 9.10% | 13.6M | 减持 |
| 5 | TSM | TSMC | $285.2M | 6.55% | 2.6M | 增持 |
| 6 | TAL | TAL EDUCATION GROUP | $236.8M | 5.44% | 3.3M | 增持 |
| 7 | AAPL | APPLE INC | $233.4M | 5.36% | 1.8M | 增持 |
| 8 | NTES | NETEASE INC | $186.9M | 4.29% | 2.0M | 增持 |
| 9 | VIPS | VIPSHOP HOLDINGS LTD | $164.8M | 3.79% | 5.9M | 减持 |
| 10 | BILI | BILIBILI INC | $155.3M | 3.57% | 1.8M | 增持 |
| 11 | TSLA | TESLA INC | $129.8M | 2.98% | 183,980 | 新建仓 |
| 12 | MSFT | MICROSOFT CORP | $118.3M | 2.72% | 532,051 | 减持 |
| 13 | BABA | ALIBABA GROUP HOLDING LTD | $88.5M | 2.03% | 380,421 | 减持 |
| 14 | BIDU | BAIDU INC | $73.2M | 1.68% | 338,582 | 增持 |
| 15 | BEKE | KE HOLDINGS INC | $53.7M | 1.23% | 872,655 | 增持 |
| 16 | JD | JD.COM INC | $40.9M | 0.94% | 465,537 | 减持 |
| 17 | SY | SO-YOUNG INTERNATIONAL INC | $40.0M | 0.92% | 3.6M | 减持 |
| 18 | GOOGL | ALPHABET INC | $36.6M | 0.84% | 20,860 | 增持 |
| 19 | ALB | ALBEMARLE CORP | $29.3M | 0.67% | 198,750 | 新建仓 |
| 20 | AMZN | AMAZON.COM INC | $28.9M | 0.66% | 8,863 | 持平 |
| 21 | DAO | YOUDAO INC | $13.3M | 0.31% | 501,969 | 减持 |
| 22 | SHOP | SHOPIFY INC | $10.5M | 0.24% | 9,263 | 持平 |
| 23 | UBER | UBER TECHNOLOGIES INC | $7.9M | 0.18% | 155,072 | 减持 |
| 24 | HTT | QUDIAN INC | $7.6M | 0.17% | 5.5M | 持平 |
| 25 | ZLAB | ZAI LAB LTD | $5.0M | 0.12% | 37,015 | 持平 |
来源：SEC 13F 申报文件 · 截至 2020-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR