景林资产Q3持仓：大举增持拼多多，建仓新东方

智通财经网2022-11-11

智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2022年9月30日的第三季度持仓报告(13F)。最新数据显示，景林资产第三季度持仓总市值为14.73亿美元，上一季度总市值为22.45亿美元。在第三季度的持仓组合中，新增2只个股，增持6只个股;同时清仓了7只个股，减持9只个股。其中，前十大持仓标的占总市值的84.87%。从持仓偏好来看，信息技术、可选消费、通信类个股位列...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2282144083?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/e62f8ab97654b9d4f235a7b85cd8647e","is_english":false,"pubTime":"2022-11-11 08:00","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2282144083","market":"hk","top_or_hot":-1,"title":"景林资产Q3持仓：大举增持拼多多，建仓新东方","media":"智通财经网","content":"<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2022年9月30日的第三季度持仓报告(13F)。最新数据显示，景林资产第三季度持仓总市值为14.73亿美元，上一季度总市值为22.45亿美元。在第三季度的持仓组合中，新增2只个股，增持6只个股;同时清仓了7只个股，减持9只个股。其中，前十大持仓标的占总市值的84.87%。从持仓偏好来看，信息技术、可选消费、通信类个股位列...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/828870.html\">网页链接</a>\n\n</div>\n","source":"highlight_zhitongcaijin","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>景林资产Q3持仓：大举增持拼多多，建仓新东方</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n景林资产Q3持仓：大举增持拼多多，建仓新东方\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 08:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/828870.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2022年9月30日的第三季度持仓报告(13F)。最新数据显示，景林资产第三季度持仓总市值为14.73亿美元，上一季度总市值为22.45亿美元。在第三季度的持仓组合中，新增2只个股，增持6只个股;同时清仓了7只个股，减持9只个股。其中，前十大持仓标的占总市值的84.87%。从持仓偏好来看，信息技术、可选消费、通信类个股位列...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/828870.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1588","symbol_name":"回港中概股","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/828870.html","article_id":"2282144083","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/e62f8ab97654b9d4f235a7b85cd8647e"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2282144083","pubTimestamp":1668124800,"columns":[],"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"最新数据显示，景林资产第三季度持仓总市值为14.73亿美元，上一季度总市值为22.45亿美元。拼多多位列第二，持仓约324.1万股，持仓市值约2.03亿美元，占投资组合比例为13.77%，较上季度持仓数量上升61%。从持仓比例变化来看，前五大买入标的分别是：拼多多、网易、Doordash、Sea以及满帮。景林资产三季度建仓新东方、金沙集团，清仓英伟达、美国雅宝、台积电、特斯拉、KraneShares中国海外互联网ETF等。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159792":"互联网","160636":"互联网","BK1588":"回港中概股","BK4535":"淡马锡持仓","BK4501":"段永平概念","BK4526":"热门中概股","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4558":"双十一","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4503":"景林资产持仓","BK1556":"内地教育股","KWEB":"中国海外互联网ETF-KraneShares","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4505":"高瓴资本持仓","BK4510":"在线教育","BK4504":"桥水持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK1228":"教育服务","BK1596":"K12教育","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","BK1519":"在线教育","EDU":"新东方","PDD":"拼多多","BK4204":"教育服务","BK4531":"中概回港概念","BK4122":"互联网与直销零售","BK4553":"喜马拉雅资本持仓","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4506":"内地教育股","09901":"新东方-S","BK4509":"腾讯概念"},"translate_title":"Jinglin Assets Q3 Position: Increase its holdings in Pinduoduo and open a position in New Oriental","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c90436441cf58a9f175391a971ff973a","symbols_score_info":{"159792":1,"160636":1,"PDD":1,"KWEB":1,"EDU":1,"09901":1},"content_text":"智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2022年9月30日的第三季度持仓报告(13F)。最新数据显示，景林资产第三季度持仓总市值为14.73亿美元，上一季度总市值为22.45亿美元。在第三季度的持仓组合中，新增2只个股，增持6只个股;同时清仓了7只个股，减持9只个股。其中，前十大持仓标的占总市值的84.87%。从持仓偏好来看，信息技术、可选消费、通信类个股位列前三，占总持仓比例分别为43.74%，26.23%以及20.64%。在前十大重仓股中，贝壳(BEKE.US)位列第一，持仓约1633.1万股，持仓市值约2.86亿美元，占投资组合比例为19.43%，较上季度持仓数量下降19%。拼多多(PDD.US)位列第二，持仓约324.1万股，持仓市值约2.03亿美元，占投资组合比例为13.77%，较上季度持仓数量上升61%。网易(NTES.US)位列第三，持仓约256.2万股，持仓市值约1.94亿美元，占投资组合比例为13.15%，较上季度持仓数量上升16%。Sea(SE.US)位列第四，持仓约213.3万股，持仓市值约1.2亿美元。较上季度持仓数量上升1%。京东(JD.US)位列第五，持仓约207.2万股，持仓市值约1.04亿美元，占投资组合比例为7.08%，较上季度持仓数量下降35%。位列景林资产的前十大重仓股的个股还包括：满帮(YMM.US)、中通快递(ZTO.US)、富途控股(FUTU.US)、Doordash(DASH.US)、BOSS直聘(BZ.US)。从持仓比例变化来看，前五大买入标的分别是：拼多多(PDD.US)、网易(NTES.US)、Doordash(DASH.US)、Sea(SE.US)以及满帮(YMM.US)。前五大卖出标的包括：KraneShares中国海外互联网ETF(KWEB.US)、阿里巴巴(BABA.US)、京东(JD.US)、中通快递(ZTO.US)、腾讯音乐(TME.US)。景林资产三季度建仓新东方、金沙集团，清仓英伟达、美国雅宝(ALB.US)、台积电、特斯拉、KraneShares中国海外互联网ETF(KWEB.US)等。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2282144083"}