HHLR ADVISORS, LTD.
SuperinvestorHHLR Advisors (Hillhouse)
- SEC CIK
- 0001762304
- Manager
- Zhang Lei
- Style
- Growth
Holdings, Q1 2023
Positions as of Mar 31, 2023, filed May 15, 2023.SEC
- Positions
- 70
- +3 vs. Q4 2022
- Total value
- $5.64B
- +$902.9M (+19.1%) vs. Q4 2022
Compare with Q4 2022: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q4 2022.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| ONCBEONE MEDICINES LTD SPONSORED ADS | ADR | 5,472,259 | $1.18B | 20.91% | 00.0% | Unchanged | View |
| PDDPDD HOLDINGS INC | SPONSORED ADS | 10,642,847 | $807.79M | 14.32% | +7,739,047+266.5% | Added | View |
| BEKEKE HLDGS INC | SPONSORED ADS | 31,228,934 | $588.35M | 10.43% | +10,183,069+48.4% | Added | View |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 3,785,116 | $386.76M | 6.86% | +662,316+21.2% | Added | View |
| CRMSALESFORCE INC COM | Stock | 1,731,237 | $345.87M | 6.13% | 00.0% | Unchanged | View |
| DASHDOORDASH INC CL A | Stock | 4,450,700 | $282.89M | 5.02% | −53,800−1.2% | Reduced | View |
| FCXFREEPORT MCMORAN INC CL B | Stock | 6,274,800 | $256.7M | 4.55% | 00.0% | Unchanged | View |
| LEGNLEGEND BIOTECH CORP | SPONSORED ADS | 5,130,367 | $247.39M | 4.39% | −6,250−0.1% | Reduced | View |
| HTHTH WORLD GROUP LTD | SPONSORED ADS | 3,357,573 | $164.45M | 2.92% | +3,050,373+993.0% | Added | View |
| JDJD.COM INC | SPON ADS CL A | 2,397,789 | $105.24M | 1.87% | −4,225,411−63.8% | Reduced | View |
| ONONON HLDG AG NAMEN AKT A | Stock | 3,291,204 | $102.13M | 1.81% | −2,177,300−39.8% | Reduced | View |
| DQDAQO NEW ENERGY CORP | SPNSRD ADS NEW | 2,037,000 | $95.41M | 1.69% | −64,315−3.1% | Reduced | View |
| MDLZMONDELEZ INTL INC CL A | Stock | 1,070,764 | $74.65M | 1.32% | 00.0% | Unchanged | View |
| MSFTMICROSOFT CORP COM | Stock | 256,900 | $74.06M | 1.31% | +82,800+47.6% | Added | View |
| CTKBCYTEK BIOSCIENCES INC | COM | 7,703,514 | $70.8M | 1.26% | −981,016−11.3% | Reduced | View |
| BBIOBRIDGEBIO PHARMA INC | COM | 3,978,410 | $65.96M | 1.17% | −1,208,815−23.3% | Reduced | View |
| BIDUBAIDU INC SPON ADR REP A | ADR | 405,900 | $61.26M | 1.09% | +405,900 | New | View |
| ENFUSION INC292812104 | CL A | 4,975,183 | $52.24M | 0.93% | 00.0% | Unchanged | – |
| CPNGCOUPANG INC | CL A | 3,241,400 | $51.86M | 0.92% | −134,600−4.0% | Reduced | View |
| YSGYATSEN HLDG LTD | ADS | 34,939,200 | $51.71M | 0.92% | 00.0% | Unchanged | View |
| YMMFULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 5,594,000 | $42.57M | 0.75% | +1,466,900+35.5% | Added | View |
| UBERUBER TECHNOLOGIES INC COM | Stock | 1,314,000 | $41.65M | 0.74% | −89,600−6.4% | Reduced | View |
| VIPSVIPSHOP HLDGS LTD | SPONSORED ADS A | 2,304,797 | $34.99M | 0.62% | −16,684,303−87.9% | Reduced | View |
| PLTKPLAYTIKA HLDG CORP | COM | 3,092,000 | $34.82M | 0.62% | −72,800−2.3% | Reduced | View |
| BMRNBIOMARIN PHARMACEUTICAL INC | COM | 308,693 | $30.02M | 0.53% | +308,693 | New | View |
| ZMZOOM COMMUNICATIONS INC CL A | Stock | 405,600 | $29.95M | 0.53% | 00.0% | Unchanged | View |
| LILI AUTO INC | SPONSORED ADS | 1,030,972 | $25.72M | 0.46% | +1,030,972 | New | View |
| NBPNOVABRIDGE BIOSCIENCES | SPONSORED ADS | 6,954,442 | $24.06M | 0.43% | −228,408−3.2% | Reduced | View |
| FUTUFUTU HLDGS LTD | SPON ADS CL A | 417,187 | $21.63M | 0.38% | +96,387+30.0% | Added | View |
| MLCOMELCO RESORTS AND ENTMNT LTD | ADR | 1,698,877 | $21.63M | 0.38% | 00.0% | Unchanged | View |
| ISHARES TR464287432 | 20 YR TR BD ETF | 195,100 | $20.75M | 0.37% | +55,100+39.4% | Added | – |
| DDOGDATADOG INC | CL A COM | 218,100 | $15.85M | 0.28% | 00.0% | Unchanged | View |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 25,800 | $14.87M | 0.26% | +25,800 | New | View |
| NTESNETEASE COM INC | SPONSORED ADS | 149,700 | $13.24M | 0.23% | 00.0% | Unchanged | View |
| ATATATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | 477,904 | $12.53M | 0.22% | −67,096−12.3% | Reduced | View |
| ZTOZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 430,500 | $12.34M | 0.22% | +430,500 | New | View |
| CATALENT INC148806102 | COM | 187,000 | $12.29M | 0.22% | +187,000 | New | – |
| EXACT SCIENCES CORP30063P105 | COM | 170,094 | $11.53M | 0.20% | +170,094 | New | – |
| AKERO THERAPEUTICS INC00973Y108 | COM | 295,502 | $11.31M | 0.20% | −20,000−6.3% | Reduced | – |
| SNYSANOFI SA | SPONSORED ADR | 205,700 | $11.19M | 0.20% | +205,700 | New | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 113,100 | $11.08M | 0.20% | +113,100 | New | View |
| KNSAKINIKSA PHARMACEUTICALS LTD | COM CL A | 1,018,091 | $10.95M | 0.19% | −1,605,833−61.2% | Reduced | View |
| SOHUSOHU COM LTD | SPONSORED ADS | 731,800 | $10.78M | 0.19% | −70,234−8.8% | Reduced | View |
| REGNREGENERON PHARMACEUTICALS | COM | 12,500 | $10.27M | 0.18% | +12,500 | New | View |
| AMZNAMAZON COM INC COM | Stock | 97,000 | $10.02M | 0.18% | +29,500+43.7% | Added | View |
| SNOWSNOWFLAKE INC COM SHS | Stock | 55,700 | $8.59M | 0.15% | −7,300−11.6% | Reduced | View |
| SEAGEN INC81181C104 | COM | 38,350 | $7.76M | 0.14% | +38,350 | New | – |
| DIREXION SHS ETF TR25459W540 | 20YR TRES BULL | 793,050 | $7.04M | 0.12% | −406,950−33.9% | Reduced | – |
| GOSSGOSSAMER BIO INC | COM | 4,974,041 | $6.27M | 0.11% | 00.0% | Unchanged | View |
| DYNDYNE THERAPEUTICS INC | COM | 478,401 | $5.51M | 0.10% | −461,247−49.1% | Reduced | View |
| WOLFWOLFSPEED INC COM | Stock | 70,000 | $4.55M | 0.08% | +70,000 | New | View |
| SMART SH GLOBAL LTD ADS83193E102 | ADR | 4,007,331 | $4.37M | 0.08% | −72,669−1.8% | Reduced | – |
| MNSOMINISO GROUP HLDG LTD | SPONSORED ADS | 242,700 | $4.31M | 0.08% | −9,622−3.8% | Reduced | View |
| BZKANZHUN LIMITED | SPONSORED ADS | 217,816 | $4.15M | 0.07% | −1,288,383−85.5% | Reduced | View |
| TUYATUYA INC | SPONSERED ADS | 1,599,700 | $3.02M | 0.05% | −89,659−5.3% | Reduced | View |
| JOYYJOYY INC | ADS REPSTG COM A | 96,500 | $3.01M | 0.05% | −3,500−3.5% | Reduced | View |
| MOGUMOGU INC | SPON ADS | 847,510 | $2.75M | 0.05% | −23,070−2.6% | Reduced | View |
| PATHUIPATH INC CL A | Stock | 145,200 | $2.55M | 0.05% | 00.0% | Unchanged | View |
| BRIGHT SCHOLAR ED HLDGS LTD109199208 | SPON ADS NEW | 996,449 | $2.39M | 0.04% | 00.0% | Unchanged | – |
| PYXSPYXIS ONCOLOGY INC | COMMON STOCK | 530,692 | $2.13M | 0.04% | −233,714−30.6% | Reduced | View |
| ALGSALIGOS THERAPEUTICS INC | COM | 2,309,764 | $2.02M | 0.04% | 00.0% | Unchanged | View |
| CHINA JO-JO DRUGSTORES INCG2124G112 | ORD SHS | 403,334 | $1.81M | 0.03% | 00.0% | Unchanged | – |
| CCCCCC INTELLIGENT SOLUTIONS HL | COM | 200,000 | $1.79M | 0.03% | 00.0% | Unchanged | View |
| SRPTSAREPTA THERAPEUTICS INC | COM | 10,404 | $1.43M | 0.03% | +10,404 | New | View |
| IQIQIYI INC | SPONSORED ADS | 172,300 | $1.25M | 0.02% | −11,991,500−98.6% | Reduced | View |
| YS BIOPHARMA CO LTDG9845F109 | ORDINARY SHARES | 751,790 | $1.2M | 0.02% | +751,790 | New | – |
| ROOTROOT INC | CL A NEW | 138,977 | $626.79K | 0.01% | 00.0% | Unchanged | View |
| UXINUXIN LTD - ADR | ADR | 191,563 | $429.1K | 0.01% | 00.0% | Unchanged | View |
| DLODLOCAL LTD | CLASS A COM | 6,800 | $110.3K | 0.00% | 00.0% | Unchanged | View |
| SURROZEN INC86889P117 | *W EXP 08/01/203 | 399,999 | $24.4K | 0.00% | 00.0% | Unchanged | – |
Sold out since Q4 2022 (11)
Positions held at the end of Q4 2022 that are no longer in this filing.
| Security | Class | Shares, Q4 2022 | Value, Q4 2022 | % of portfolio, Q4 2022 |
|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 144,800 | $38.56M | 0.81% |
| JKSJINKOSOLAR HLDG CO LTD | SPONSORED ADR | 654,049 | $26.74M | 0.56% |
| RUNSUNRUN INC | COM | 344,800 | $8.28M | 0.17% |
| TCOMTRIP COM GROUP LTD | ADS | 180,000 | $6.19M | 0.13% |
| ENPHENPHASE ENERGY INC COM | Stock | 19,300 | $5.11M | 0.11% |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 60,000 | $4.47M | 0.09% |
| PROSHARES TR74347X831 | ULTRAPRO QQQ | 230,000 | $3.98M | 0.08% |
| ALLOALLOGENE THERAPEUTICS INC | COM | 623,434 | $3.92M | 0.08% |
| MRNAMODERNA INC COM | Stock | 15,000 | $2.69M | 0.06% |
| IPSCCENTURY THERAPEUTICS INC | COM | 496,624 | $2.55M | 0.05% |
| SRZNSURROZEN INC | COM | 1,161,400 | $675.82K | 0.01% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 35 | $832.07M | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 38 | $1.67B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 33 | $3.1B | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 33 | $4.09B | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 36 | $3.1B | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 49 | $3.54B | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 45 | $2.89B | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 48 | $4.56B | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 14, 2024 | 78 | $4.05B | vs. Q1 2024 | SEC |
| Q1 2024 | May 14, 2024 | 63 | $4.6B | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 49 | $4.96B | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 60 | $4.48B | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 60 | $4.7B | vs. Q1 2023 | SEC |
| Q1 2023 | May 15, 2023 | 70 | $5.64B | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 67 | $4.74B | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 61 | $3.8B | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 64 | $4.67B | vs. Q1 2022 | SEC |
| Q1 2022 | May 16, 2022 | 64 | $4.79B | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 76 | $6.47B | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 85 | $7.65B | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 16, 2021 | 89 | $9.71B | vs. Q1 2021 | SEC |
| Q1 2021 | May 17, 2021 | 91 | $10.12B | – | SEC |