景林資產Q2持倉：建倉BOSS直聘和理想汽車，清倉蘋果
根據美國證券交易委員會(SEC)披露，景林資產遞交了截至2021年6月30日的第二季度持倉報告(13F)。
最新數據顯示，景林資產二季度持倉總市值爲28.59億美元，上一季度總市值爲23.64億美元，環比增長21%。景林資產在二季度的持倉組合中新增了9只個股，增持了12只個股。同時，景林資產還減持了9只個股，清倉了6只個股。其中前十大持倉標的佔總市值的 85.63%。
景林資產二季度建倉DoorDash(DASH.US)、BOSS直聘(BZ.US)、理想汽車(LI.US)、萬物新生(RERE.US)、新東方(EDU.US)、滿幫(YMM.US)、高途(GOTU.US)等，清倉蘋果(AAPL.US)、和黃醫藥(HCM.US)、再鼎醫藥(ZLAB.US)等。
從持倉偏好來看，景林資產的前十大重倉股主要集中在電商、社交媒體和互聯網行業，尤其偏愛中概股。
其中，“東南亞小騰訊”Sea Ltd(SE.US)位列第一，持倉約221.03萬股，持倉市值約6.07億美元。較上季度持倉數量下降3%。
Facebook(FB.US)位列第二，持倉約122.86萬股，持倉市值約4.27億美元。較上季度持倉數量增持了7%。
拼多多(PDD.US)位列第三，持倉約261.80萬股，持倉市值約3.33億美元。與上季度持倉數量持平。
另外，位列景林資產的前十大重倉股的個股還包括：中通快遞(ZTO.US)、網易(NTES.US)、360數科(QFIN.US)、微軟(MSFT.US)、DoorDash(DASH.US)、嗶哩嗶哩(BILI.US)、谷歌A(GOOGL.US)。
從持倉比例變化來看，前五大買入標的分別是：DoorDash(DASH.US)、360數科(QFIN.US)、BOSS直聘(BZ.US)、理想汽車(LI.US)、嗶哩嗶哩(BILI.US)。減持蘋果(AAPL.US)、臺積電(TSM.US)、Sea Ltd(SE.US)等。
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