具体来看，截至2024年四季度末，景林香港公司在美股市场的前十大重仓股分别是 During each year's earnings report season, major investment institutions disclose their latest holdings reports (Form 13F). Investors can gain insights into the latest asset allocation strategies of star institutions like Berkshire and Bridgewater Fund based on the information disclosed in Form 13F, and they can see where the "smart money" held by institutions is flowing to find references for investment direction. Welcome to subscribe to the special topic.The Top Institutions' Secrets of Adjusting Holdings in US Stocks Revealed.Let's explore the secrets of the holdings of financial giants on Wall Street together.
According to the disclosure by the SEC, Jinglin Asset Management revealed its US stocks holdings report (Form 13F) for the fourth quarter of 2024.
According to the latest Form 13F document disclosed by the SEC, as of December 31, 2024, Jinglin Hong Kong Company held 36 securities in the US stock market at the end of the fourth quarter last year, with a total holding market cap of 3.165 billion USD, a slight increase from 3.151 billion USD at the end of the third quarter.
Jinglin has increased its holdings in several Chinese concept stocks, with Meta being the number one heavy stock.
Specifically, as of the end of the fourth quarter of 2024, the top ten heavy stocks of Jinglin Hong Kong Company in the US stock market are. $Meta Platforms (META.US)$ 、$PDD Holdings (PDD.US)$、$NetEase (NTES.US)$、 $Full Truck Alliance (YMM.US)$ 、$Taiwan Semiconductor (TSM.US)$、 $Apple (AAPL.US)$ , Takeout platforms$DoorDash (DASH.US)$、$ZTO Express (ZTO.US)$、$Qifu Technology (QFIN.US)$、 $Futu Holdings Ltd (FUTU.US)$ The total market value of the holdings is 2.511 billion USD, accounting for 79.32% of its total market cap of US stocks, indicating a decrease in concentration compared to the end of the third quarter.
Among the top ten holdings, the number of shares held in Meta increased to 0.879 million shares, with a market value of 0.515 billion USD, accounting for 16.26% of the portfolio, making it the largest holding. Additionally, many Chinese concept stocks, including PDD Holdings, NetEase, Full Truck Alliance, and ZTO Express received continued accumulation from景林.
Initiated positions in NBIS, Alphabet, Amazon, and liquidated Micron and Alibaba.
From the specific changes in holdings,景林's top five purchased symbols are:
NVIDIA's investment in AI infrastructure companies.$NEBIUS (NBIS.US)$ 、 $Alphabet-C (GOOG.US)$ , Chinese concept stocks $Full Truck Alliance (YMM.US)$ and $Daqo New Energy (DQ.US)$ , and media companies $Liberty Formula One-C (FWONK.US)$ 。
In terms of new positions, Jinglin Hong Kong Company purchased stocks from several companies in different industries such as AI, Sports, and Pharmaceuticals in the fourth quarter of last year. Among them are: $NEBIUS (NBIS.US)$、 $Liberty Formula One-C (FWONK.US)$ 、 $Amer Sports (AS.US)$ 、 $Canadian Solar (CSIQ.US)$ 、 $Amazon (AMZN.US)$ 、 $Regeneron Pharmaceuticals (REGN.US)$ 。
For example, newly entered.$Amer Sports (AS.US)$The total Hold Positions is 0.7728 million shares, with a Market Cap of 21.6076 million USD; additionally, new purchases included$Amazon (AMZN.US)$0.0321 million shares, with a Market Cap of 7.0345 million USD.
Additionally, Jinglin Hong Kong Company has completely liquidated its holdings.$Micron Technology (MU.US)$、$Airbnb (ABNB.US)$、$Alibaba (BABA.US)$、$Dell Technologies (DELL.US)$、 $SPDR S&P Biotech ETF (XBI.US)$ And many other securities.
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