According to the Securities and Exchange Commission (SEC), Jinglin assets submitted its position report for the first quarter ended March 31, 2022 (13F).

The latest data show that Jinglin assets had a total market capitalization of $2.33 billion in the first quarter and $2.696 billion in the previous quarter, down 13.6 per cent from the previous quarter. Jinglin assets added 6 shares to its portfolio in the first quarter and increased its holdings by 12 shares. At the same time, Jinglin assets also reduced its holdings of 9 stocks and cleared 4 stocks. Among them, the top ten holders accounted for 78.67% of the total market capitalization.

In the top ten heavy stocks$NetEase, Inc (NTES.US) $Ranked first, with a position of about 3.6 million shares, with a market capitalization of about $323 million, accounting for 13.86% of the portfolio, up 29% from the previous quarter.

$KE Holdings Inc. (BEKE.US) $In second place, the position is about 20.43 million shares, with a market capitalization of about $253 million, accounting for 10.85% of the portfolio, up 114% from the previous quarter.

$JD.com (JD.US) $In third place, the position is about 4.35 million shares, with a market capitalization of about $252 million, accounting for 10.81 per cent of the portfolio, an increase of 243 per cent from the previous quarter.

$Sea (SE.US) $Ranked fourth, with a position of about 1.69 million shares, with a market capitalization of about $203 million, accounting for 8.70% of the portfolio, down 22% from the previous quarter, and Sea was the largest stock in the last quarter.

$KraneShares China overseas Internet ETF (KWEB.US) $Ranked fifth, holding about 6.14 million shares, with a market capitalization of about $175 million, accounting for 7.51 per cent of the portfolio, an increase of 341 per cent from the previous quarter.

$Alphabet Inc-CL C-A (GOOGL.US) $、$ZTO Express (ZTO.US) $、$Meta Platforms (FB.US) $、$KANZHUN LIMITED (BZ.US) $And$DoorDash (DASH.US) $Ranked 6-10 respectively.

Judging from the change of position ratio, the top five buying targets are: JD.com, KraneShares China overseas Internet ETF, KE Holdings Inc., NetEase, Inc and$Full Truck Alliance Co. Ltd. (YMM.US) $。

The top five sellers include Sea, Meta, Alphabet Inc-CL C,$Pinduoduo (PDD.US) $And$Microsoft Corp (MSFT.US) $等。

It is worth noting that Jinglin built a new warehouse in the first quarter.$Tencent Music (TME.US) $、$Apple Inc (AAPL.US) $、$JinkoSolar Holding Co Ltd (JKS.US) $、$SPDR S & P Biotech ETF (XBI.US) $、$I-MAB (IMAB.US) $And$Lululemon Athletica(LULU.US)$。