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TT International Asset Management LTD 13F 持仓明细(2026-03-31) · 小隐寺数据中心
TT International Asset Management LTD
报告期 2026-03-31 · CIK 0001809187
持仓数
48
前50大市值合计
$916.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 86 项
建仓 18
增持 18
减持 26
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
—
RENEW ENERGY GLOBAL PLC
+$178.5M
17,500,000
清仓
JD
JD.COM INC
-$145.6M
0
-100%
清仓
FUTU
FUTU HLDGS LTD
-$106.8M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
BABA
ALIBABA GROUP HLDG LTD
-$82.5M
415,765
-36%
增持
QFIN
360 DIGITECH INC
-$81.8M
7,922,461
+37%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$81.7M
732,051
清仓
SE
SEA LTD
-$74.2M
0
-100%
减持
ZLAB
ZAI LAB LTD
-$70.2M
227,810
-57%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$62.9M
11,767,459
-22%
建仓
BBD
BANCO BRADESCO S A
+$58.5M
15,278,023
增持
HDB
HDFC BANK LTD
+$52.7M
740,980
+3536%
减持
—
PRIMAVERA CAPITAL ACQUIST CO
-$29.0M
274,618
-92%
增持
CX
CEMEX SAB DE CV
+$26.6M
26,530,863
+36%
清仓
—
NEW ORIENTAL ED & TECH GRP I
-$21.7M
0
-100%
减持
—
MAGNUM OPUS ACQUISITION LTD
-$20.9M
207,893
-91%
增持
—
VEON LTD
+$17.7M
44,909,895
+9%
清仓
—
HH&L ACQUISITION CO
-$16.7M
0
-100%
减持
NIU
NIU TECHNOLOGIES
-$16.7M
571,960
-38%
减持
—
OZON HLDGS PLC
-$14.1M
1,712,215
-0%
清仓
—
CATCHA INVESTMENT CORP
-$13.6M
0
-100%
清仓
—
HOLOGIC INC
-$13.6M
0
-100%
增持
VNET
21VIANET GROUP INC
-$12.3M
12,106,908
+25%
清仓
RLX
RLX TECHNOLOGY INC
-$11.1M
0
-100%
建仓
ASX
ASE TECHNOLOGY HLDG CO LTD
+$11.1M
1,409,247
增持
IBN
ICICI BANK LIMITED
+$9.8M
1,688,465
+31%
增持
DQ
DAQO NEW ENERGY CORP
+$9.4M
805,027
+43%
建仓
VALE
VALE S A
+$8.6M
619,312
建仓
—
LYONDELLBASELL INDUSTRIES N
+$6.0M
64,244
增持
KC
KINGSOFT CLOUD HLDGS LTD
+$5.8M
4,376,039
+26%
增持
MNSO
MINISO GROUP HLDG LTD
+$5.4M
2,799,873
+56%
减持
JPM
JPMORGAN CHASE & CO
-$4.8M
51,509
-39%
减持
MSFT
MICROSOFT CORP
-$4.2M
46,937
-27%
建仓
AVTR
AVANTOR INC
+$4.2M
101,612
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.1M
38,410
-27%
减持
GOOG
ALPHABET INC
-$3.9M
5,118
-27%
增持
—
COCA-COLA EUROPACIFIC PARTNE
+$3.6M
322,053
+35%
减持
FIS
FIDELITY NATL INFORMATION SV
-$3.3M
45,037
-27%
减持
IBP
INSTALLED BLDG PRODS INC
-$3.0M
60,831
-22%
清仓
—
ALEXION PHARMACEUTICALS INC
-$2.8M
0
-100%
减持
V
VISA INC
-$2.7M
28,666
-26%
建仓
OC
OWENS CORNING NEW
+$2.7M
31,314
减持
AMZN
AMAZON COM INC
-$2.5M
3,212
-15%
增持
NOAH
NOAH HLDGS LTD
-$2.4M
307,152
+5%
减持
ELV
ANTHEM INC
-$2.4M
17,005
-25%
减持
EOG
EOG RES INC
-$2.3M
68,008
-27%
减持
NEM
NEWMONT CORP
-$2.2M
70,990
-26%
清仓
ACMR
ACM RESEARCH INC
-$2.2M
0
-100%
减持
FTDR
FRONTDOOR INC
-$2.2M
83,761
-26%
增持
URI
UNITED RENTALS INC
+$2.1M
9,613
+144%
增持
—
HUIZE HLDG LTD
-$2.0M
907,147
+31%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.8M
25,152
-26%
减持
—
AON PLC
-$1.8M
5,096
-37%
清仓
ABBV
ABBVIE INC
-$1.7M
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$1.7M
137,666
-23%
增持
WY
WEYERHAEUSER CO MTN BE
+$1.7M
110,236
+67%
建仓
—
CLOUDERA INC
+$1.6M
100,992
减持
VIOT
VIOMI TECHNOLOGY CO LTD
-$1.5M
354,264
-3%
清仓
IPGP
IPG PHOTONICS CORP
-$1.4M
0
-100%
建仓
LNN
LINDSAY CORP
+$1.4M
9,384
清仓
ACH
OWENS CORNING NEW
-$1.4M
0
-100%
清仓
LBRDA
LIBERTY BROADBAND CORP
-$1.3M
0
-100%
建仓
LBRDK
LIBERTY BROADBAND CORP
+$1.3M
7,745
清仓
DLB
DOLBY LABORATORIES INC
-$1.3M
0
-100%
清仓
—
TALEND S A
-$1.1M
0
-100%
清仓
—
ALASKA COMMUNICATIONS SYS GR
-$1.1M
0
-100%
清仓
—
BROOKFIELD RENEWABLE CORP
-$1.1M
0
-100%
清仓
—
REALPAGE INC
-$1.0M
0
-100%
建仓
—
OATLY GROUP AB
+$975.0K
64,466
减持
UHS
UNIVERSAL HLTH SVCS INC
-$936.0K
10,821
-35%
增持
WMS
ADVANCED DRAIN SYS INC DEL
+$861.0K
13,158
+173%
清仓
—
ORBCOMM INC
-$691.0K
0
-100%
清仓
—
TPI COMPOSITES INC
-$672.0K
0
-100%
清仓
BNTX
BIONTECH SE
-$671.0K
0
-100%
增持
FSLR
FIRST SOLAR INC
+$608.0K
13,609
+78%
清仓
—
SELECTA BIOSCIENCES INC
-$585.0K
0
-100%
建仓
—
GP STRATEGIES CORP
+$556.0K
26,869
减持
—
WILLIS TOWERS WATSON PLC LTD
-$544.0K
2,383
-50%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$506.0K
886
清仓
XPEV
XPENG INC
-$397.0K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$335.0K
1,100
建仓
—
CATCHA INVESTMENT CORP
+$300.0K
455,031
建仓
—
ICON PLC
+$262.0K
1,000
减持
TXNM
PNM RES INC
-$248.0K
15,593
-25%
增持
—
HH&L ACQUISITION CO
-$237.0K
1,539,447
+41%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$59.0K
2,793
+13%
建仓
—
RENEW ENERGY GLOBAL PLC
+$58.0K
31,938
