Mass Ave Global Inc. 13F 持仓 · 最近申报 2022年Q4
Mass Ave Global 在 2022年Q4（报告期截至 2022-12-31）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 3.42 亿美元。前几大持仓：BABA（27.32%）、CRDO（10.75%）、JD（9.07%）。本季前 25 大持仓中：新建仓 10 只、增持 7 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $93.6M | 27.32% | 1.1M | 增持 |
| 2 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $36.8M | 10.75% | 2.8M | 增持 |
| 3 | JD | JD.COM INC | $31.1M | 9.07% | 553,524 | 增持 |
| 4 | SPY | SPDR S&P 500 ETF TR | $18.7M | 5.45% | 48,800 | 增持 |
| 5 | NTES | NETEASE INC | $17.0M | 4.96% | 234,000 | 新建仓 |
| 6 | XOP | SPDR SER TR | $15.9M | 4.64% | 117,000 | 新建仓 |
| 7 | AMZN | AMAZON COM INC | $14.0M | 4.10% | 167,101 | 减持 |
| 8 | DPZ | DOMINOS PIZZA INC | $13.3M | 3.88% | 38,363 | 新建仓 |
| 9 | QQQ | INVESCO QQQ TR | $13.0M | 3.79% | 48,800 | 增持 |
| 10 | DIS | DISNEY WALT CO | $12.7M | 3.70% | 145,871 | 新建仓 |
| 11 | ATAT | ATOUR LIFESTYLE HOLDINGS LTD | $11.0M | 3.22% | 608,000 | 新建仓 |
| 12 | ESTC | ELASTIC N V | $7.3M | 2.13% | 141,910 | 减持 |
| 13 | GDS | GDS HLDGS LTD | $6.5M | 1.90% | 315,691 | 新建仓 |
| 14 | NFLX | NETFLIX INC | $6.5M | 1.89% | 21,949 | 增持 |
| 15 | PYPL | PAYPAL HLDGS INC | $5.2M | 1.51% | 72,810 | 减持 |
| 16 | AYX | ALTERYX INC | $4.4M | 1.28% | 86,592 | 新建仓 |
| 17 | BZ | KANZHUN LIMITED | $3.7M | 1.09% | 182,651 | 减持 |
| 18 | LVS | LAS VEGAS SANDS CORP | $3.7M | 1.08% | 76,641 | 减持 |
| 19 | EDR | ENDEAVOR GROUP HLDGS INC | $3.1M | 0.91% | 138,624 | 新建仓 |
| 20 | MRVL | MARVELL TECHNOLOGY INC | $3.1M | 0.91% | 84,180 | 减持 |
| 21 | DASH | DOORDASH INC | $2.9M | 0.84% | 58,801 | 增持 |
| 22 | TWLO | TWILIO INC | $2.7M | 0.79% | 54,976 | 新建仓 |
| 23 | NVDA | NVIDIA CORPORATION | $2.6M | 0.75% | 17,483 | 减持 |
| 24 | HTHT | H WORLD GROUP LTD | $2.2M | 0.65% | 52,611 | 减持 |
| 25 | OKTA | OKTA INC | $2.0M | 0.59% | 29,765 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2022-12-31
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