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"COM", "shares": 723000, "valueUsd": 82783500, "putCall": null, "key": "254687106|SH", "prevShares": 723000, "prevValueUsd": 89659230, "sharesDelta": 0, "status": "unchanged", "tickerStatus": "curated_cusip" }, { "nameOfIssuer": "ASML HOLDING N V", "cusip": "N07059210", "ticker": "ASML", "titleOfClass": "N Y REGISTRY SHS", "shares": 80000, "valueUsd": 77447200, "putCall": null, "key": "N07059210|SH", "prevShares": 0, "prevValueUsd": 0, "sharesDelta": 80000, "status": "new", "tickerStatus": "curated_cusip" }, { "nameOfIssuer": "TAIWAN SEMICONDUCTOR MFG LTD", "cusip": "874039100", "ticker": "TSM", "titleOfClass": "SPONSORED ADS", "shares": 259984, "valueUsd": 72610931, "putCall": null, "key": "874039100|SH", "prevShares": 259984, "prevValueUsd": 58883776, "sharesDelta": 0, "status": "unchanged", "tickerStatus": "curated_cusip" } ], "previousReportDate": "2025-06-30", "previousTotalValueUsd": 11533751094, "summary": { "new": 1, "increased": 1, "decreased": 5, "exited": 0, "unchanged": 4 }, "topHoldings": [ { "nameOfIssuer": "APPLE INC", "cusip": "037833100", "ticker": "AAPL", "titleOfClass": "COM", "shares": 34829107, "valueUsd": 8868535515, "putCall": null, "key": "037833100|SH", "prevShares": 35118607, "prevValueUsd": 7205284598, "sharesDelta": -289500, "status": "decreased", "tickerStatus": "sec_name" }, { "nameOfIssuer": "BERKSHIRE HATHAWAY INC DEL", "cusip": "084670702", "ticker": "BRK.B", "titleOfClass": "CL B NEW", "shares": 5191300, "valueUsd": 2609874162, "putCall": null, "key": "084670702|SH", "prevShares": 3381300, "prevValueUsd": 1642534101, "sharesDelta": 1810000, "status": "increased", "tickerStatus": "curated_cusip" }, { "nameOfIssuer": "PDD HOLDINGS INC", "cusip": "722304102", "ticker": "PDD", "titleOfClass": "SPONSORED ADS", "shares": 8574194, "valueUsd": 1133251221, "putCall": null, "key": "722304102|SH", "prevShares": 8662694, "prevValueUsd": 906637554, "sharesDelta": -88500, "status": "decreased", "tickerStatus": "sec_name" }, { "nameOfIssuer": "OCCIDENTAL PETE CORP", "cusip": "674599105", "ticker": "OXY", "titleOfClass": "COM", "shares": 13556100, "valueUsd": 640525725, "putCall": null, "key": "674599105|SH", "prevShares": 13556100, "prevValueUsd": 569491761, "sharesDelta": 0, "status": "unchanged", "tickerStatus": "curated_cusip" }, { "nameOfIssuer": "ALIBABA GROUP HLDG LTD", "cusip": "01609W102", "ticker": "BABA", "titleOfClass": "SPONSORED ADS", "shares": 2777330, "valueUsd": 496392191, "putCall": null, "key": "01609W102|SH", "prevShares": 3746230, "prevValueUsd": 424859944, "sharesDelta": -968900, "status": "decreased", "tickerStatus": "curated_cusip" }, { "nameOfIssuer": "ALPHABET INC", "cusip": "02079K107", "ticker": "GOOGL", "titleOfClass": "CAP STK CL C", "shares": 1810500, "valueUsd": 440947275, "putCall": null, "key": "02079K107|SH", "prevShares": 1945400, "prevValueUsd": 345094506, "sharesDelta": -134900, "status": "decreased", "tickerStatus": "sec_name" }, { "nameOfIssuer": "MICROSOFT CORP", "cusip": "594918104", "ticker": "MSFT", "titleOfClass": "COM", "shares": 279200, "valueUsd": 144611640, "putCall": null, "key": "594918104|SH", "prevShares": 279200, "prevValueUsd": 138876872, "sharesDelta": 0, "status": "unchanged", "tickerStatus": "sec_name" }, { "nameOfIssuer": "NVIDIA CORPORATION", "cusip": "67066G104", "ticker": "NVDA", "titleOfClass": "COM", "shares": 597800, "valueUsd": 111537524, "putCall": null, "key": "67066G104|SH", "prevShares": 964800, "prevValueUsd": 152428752, "sharesDelta": -367000, "status": "decreased", "tickerStatus": "sec_name" }, { "nameOfIssuer": "DISNEY WALT CO", "cusip": "254687106", "ticker": "DIS", "titleOfClass": "COM", "shares": 723000, "valueUsd": 82783500, "putCall": null, "key": "254687106|SH", "prevShares": 723000, "prevValueUsd": 89659230, "sharesDelta": 0, "status": "unchanged", "tickerStatus": "curated_cusip" }, { "nameOfIssuer": "ASML HOLDING N V", "cusip": "N07059210", "ticker": "ASML", "titleOfClass": "N Y REGISTRY SHS", "shares": 80000, "valueUsd": 77447200, "putCall": null, "key": "N07059210|SH", "prevShares": 0, "prevValueUsd": 0, "sharesDelta": 80000, "status": "new", "tickerStatus": "curated_cusip" }, { "nameOfIssuer": "TAIWAN SEMICONDUCTOR MFG LTD", "cusip": "874039100", "ticker": "TSM", "titleOfClass": "SPONSORED ADS", "shares": 259984, "valueUsd": 72610931, "putCall": null, "key": "874039100|SH", "prevShares": 259984, "prevValueUsd": 58883776, "sharesDelta": 0, "status": "unchanged", "tickerStatus": "curated_cusip" } ], "diff": [ { "nameOfIssuer": "ASML HOLDING N V", "cusip": "N07059210", "ticker": "ASML", "titleOfClass": "N Y REGISTRY SHS", "shares": 80000, "valueUsd": 77447200, "putCall": null, "key": "N07059210|SH", "prevShares": 0, "prevValueUsd": 0, "sharesDelta": 80000, "status": "new", "tickerStatus": "curated_cusip" }, { "nameOfIssuer": "BERKSHIRE HATHAWAY INC DEL", "cusip": "084670702", "ticker": "BRK.B", "titleOfClass": "CL B NEW", "shares": 5191300, "valueUsd": 2609874162, "putCall": null, "key": "084670702|SH", "prevShares": 3381300, "prevValueUsd": 1642534101, "sharesDelta": 1810000, "status": "increased", "tickerStatus": "curated_cusip" }, { "nameOfIssuer": "APPLE INC", "cusip": "037833100", "ticker": "AAPL", "titleOfClass": "COM", "shares": 34829107, "valueUsd": 8868535515, "putCall": null, "key": "037833100|SH", "prevShares": 35118607, "prevValueUsd": 7205284598, "sharesDelta": -289500, "status": "decreased", "tickerStatus": "sec_name" }, { "nameOfIssuer": "PDD HOLDINGS INC", "cusip": "722304102", "ticker": "PDD", "titleOfClass": "SPONSORED ADS", "shares": 8574194, "valueUsd": 1133251221, "putCall": null, "key": "722304102|SH", "prevShares": 8662694, "prevValueUsd": 906637554, "sharesDelta": -88500, "status": "decreased", "tickerStatus": "sec_name" }, { "nameOfIssuer": "ALIBABA GROUP HLDG LTD", "cusip": "01609W102", "ticker": "BABA", "titleOfClass": "SPONSORED ADS", "shares": 2777330, "valueUsd": 496392191, "putCall": null, "key": "01609W102|SH", "prevShares": 3746230, "prevValueUsd": 424859944, "sharesDelta": -968900, "status": "decreased", "tickerStatus": "curated_cusip" }, { "nameOfIssuer": "ALPHABET INC", "cusip": "02079K107", "ticker": "GOOGL", "titleOfClass": "CAP STK CL C", "shares": 1810500, "valueUsd": 440947275, "putCall": null, "key": "02079K107|SH", "prevShares": 1945400, "prevValueUsd": 345094506, "sharesDelta": -134900, "status": "decreased", "tickerStatus": "sec_name" }, { "nameOfIssuer": "NVIDIA CORPORATION", "cusip": "67066G104", "ticker": "NVDA", "titleOfClass": "COM", "shares": 597800, "valueUsd": 111537524, "putCall": null, "key": "67066G104|SH", "prevShares": 964800, "prevValueUsd": 152428752, "sharesDelta": -367000, "status": "decreased", "tickerStatus": "sec_name" }, { "nameOfIssuer": "OCCIDENTAL PETE CORP", "cusip": "674599105", "ticker": "OXY", "titleOfClass": "COM", "shares": 13556100, "valueUsd": 640525725, "putCall": null, "key": "674599105|SH", "prevShares": 13556100, "prevValueUsd": 569491761, "sharesDelta": 0, "status": "unchanged", "tickerStatus": "curated_cusip" }, { "nameOfIssuer": "MICROSOFT CORP", "cusip": "594918104", "ticker": "MSFT", "titleOfClass": "COM", "shares": 279200, "valueUsd": 144611640, "putCall": null, "key": "594918104|SH", "prevShares": 279200, "prevValueUsd": 138876872, "sharesDelta": 0, "status": "unchanged", "tickerStatus": "sec_name" }, { "nameOfIssuer": "DISNEY WALT CO", "cusip": "254687106", "ticker": "DIS", "titleOfClass": "COM", "shares": 723000, "valueUsd": 82783500, "putCall": null, "key": "254687106|SH", "prevShares": 723000, "prevValueUsd": 89659230, "sharesDelta": 0, "status": "unchanged", "tickerStatus": "curated_cusip" }, { "nameOfIssuer": "TAIWAN SEMICONDUCTOR MFG LTD", "cusip": "874039100", "ticker": "TSM", "titleOfClass": "SPONSORED ADS", "shares": 259984, "valueUsd": 72610931, "putCall": null, "key": "874039100|SH", "prevShares": 259984, "prevValueUsd": 58883776, "sharesDelta": 0, "status": "unchanged", "tickerStatus": "curated_cusip" } ] } ], "sources": [ "SEC EDGAR 13F-HR" ], "disclaimer": "数据来自 SEC 13F 披露，存在 45 日滞后；价值为申报表口径（非实时市价）。不构成投资建议。" }