HHLR ADVISORS, LTD.
SuperinvestorHHLR Advisors (Hillhouse)
- SEC CIK
- 0001762304
- Manager
- Zhang Lei
- Style
- Growth
Q3 2022 vs. Q2 2022
Positions are compared by share count, long positions only.
All holdings in Q3 2022All holdings in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Positions | 64 | 61 | −3 |
| Total value | $4.67B | $3.8B | −$862.28M (−18.5%) |
New positions (7)
Held at the end of Q3 2022 but not at the end of Q2 2022.
| Security | Class | Shares, Q3 2022 | Value, Q3 2022 | % of portfolio, Q3 2022 |
|---|---|---|---|---|
| ZMZOOM COMMUNICATIONS INC CL A | Stock | 420,500 | $30.95M | 0.81% |
| DDOGDATADOG INC | CL A COM | 226,200 | $20.08M | 0.53% |
| DLODLOCAL LTD | CLASS A COM | 380,524 | $7.81M | 0.21% |
| MPMP MATERIALS CORP | COM CL A | 200,000 | $5.46M | 0.14% |
| FUTUFUTU HLDGS LTD | SPON ADS CL A | 96,300 | $3.59M | 0.09% |
| BRIGHT SCHOLAR ED HLDGS LTD109199208 | SPON ADS NEW | 996,449 | $2.94M | 0.08% |
| ROOTROOT INC | CL A NEW | 144,443 | $1.14M | 0.03% |
Added (12)
More shares at the end of Q3 2022 than at the end of Q2 2022.
| Security | Class | Shares, Q2 2022 | Shares, Q3 2022 | Change in shares | Value, Q3 2022 | % of portfolio, Q3 2022 |
|---|---|---|---|---|---|---|
| CRMSALESFORCE INC COM | Stock | 2,326,337 | 2,419,637 | +93,300+4.0% | $348.04M | 9.15% |
| LEGNLEGEND BIOTECH CORP | SPONSORED ADS | 4,436,617 | 5,136,617 | +700,000+15.8% | $209.57M | 5.51% |
| BEKEKE HLDGS INC | SPONSORED ADS | 9,250,689 | 11,118,106 | +1,867,417+20.2% | $194.79M | 5.12% |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 1,891,000 | 2,238,100 | +347,100+18.4% | $179.03M | 4.71% |
| PDDPDD HOLDINGS INC | SPONSORED ADS | 1,399,928 | 2,011,900 | +611,972+43.7% | $125.91M | 3.31% |
| DQDAQO NEW ENERGY CORP | SPNSRD ADS NEW | 1,885,900 | 2,101,315 | +215,415+11.4% | $111.54M | 2.93% |
| JKSJINKOSOLAR HLDG CO LTD | SPONSORED ADR | 1,140,416 | 1,291,616 | +151,200+13.3% | $71.54M | 1.88% |
| MSFTMICROSOFT CORP COM | Stock | 40,000 | 150,400 | +110,400+276.0% | $35.03M | 0.92% |
| UBERUBER TECHNOLOGIES INC COM | Stock | 1,114,000 | 1,314,000 | +200,000+18.0% | $34.82M | 0.92% |
| BZKANZHUN LIMITED | SPONSORED ADS | 826,199 | 847,999 | +21,800+2.6% | $14.31M | 0.38% |
| HTHTH WORLD GROUP LTD | SPONSORED ADS | 303,200 | 307,200 | +4,000+1.3% | $10.3M | 0.27% |
| AMZNAMAZON COM INC COM | Stock | 60,000 | 70,000 | +10,000+16.7% | $7.91M | 0.21% |
Reduced (7)
Fewer shares at the end of Q3 2022 than at the end of Q2 2022.
| Security | Class | Shares, Q2 2022 | Shares, Q3 2022 | Change in shares | Value, Q3 2022 | % of portfolio, Q3 2022 |
|---|---|---|---|---|---|---|
| JDJD.COM INC | SPON ADS CL A | 8,485,071 | 6,363,800 | −2,121,271−25.0% | $320.1M | 8.42% |
| VIPSVIPSHOP HLDGS LTD | SPONSORED ADS A | 25,116,486 | 20,143,686 | −4,972,800−19.8% | $169.41M | 4.45% |
| ONONON HLDG AG NAMEN AKT A | Stock | 6,200,000 | 5,468,504 | −731,496−11.8% | $87.77M | 2.31% |
| YSGYATSEN HLDG LTD | ADS | 40,451,713 | 34,939,200 | −5,512,513−13.6% | $38.08M | 1.00% |
| AKERO THERAPEUTICS INC00973Y108 | COM | 1,359,052 | 680,000 | −679,052−50.0% | $23.15M | 0.61% |
| YMMFULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 3,401,100 | 3,027,100 | −374,000−11.0% | $19.83M | 0.52% |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 180,295 | 105,095 | −75,200−41.7% | $7.21M | 0.19% |
Sold out (10)
Held at the end of Q2 2022, gone by the end of Q3 2022.
| Security | Class | Shares, Q2 2022 | Value, Q2 2022 | % of portfolio, Q2 2022 |
|---|---|---|---|---|
| SESEA LTD | SPONSORD ADS | 4,357,245 | $291.33M | 6.24% |
| NFLXNETFLIX INC. COM | Stock | 45,000 | $7.87M | 0.17% |
| TSLATESLA INC COM | Stock | 10,600 | $7.14M | 0.15% |
| LULUFAX HOLDING LTD | ADS REP SHS CL A | 1,000,000 | $6M | 0.13% |
| DEODIAGEO PLC | SPON ADR NEW | 30,000 | $5.22M | 0.11% |
| SHOPSHOPIFY INC CL A SUB VTG SHS | Stock | 150,000 | $4.69M | 0.10% |
| ROOTROOT INC | COM CL A | 2,600,000 | $3.09M | 0.07% |
| BRIGHT SCHOLAR ED HLDGS LTD109199109 | SPONSORED ADS | 3,985,797 | $2.91M | 0.06% |
| TALARIS THERAPEUTICS INC87410C104 | COM | 266,154 | $1.2M | 0.03% |
| RIBBIT LEAP LTDG7552B121 | UNIT 99/99/9999 | 50,000 | $498K | 0.01% |