HHLR ADVISORS, LTD.
SuperinvestorHHLR Advisors (Hillhouse)
- SEC CIK
- 0001762304
- Manager
- Zhang Lei
- Style
- Growth
Holdings, Q1 2024
Positions as of Mar 31, 2024, filed May 14, 2024.SEC
- Positions
- 63
- +14 vs. Q4 2023
- Total value
- $4.6B
- −$357.99M (−7.2%) vs. Q4 2023
Compare with Q4 2023: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q4 2023.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| PDDPDD HOLDINGS INC | SPONSORED ADS | 11,791,547 | $1.37B | 29.77% | +1,680,600+16.6% | Added | View |
| ONCBEONE MEDICINES LTD SPONSORED ADS | ADR | 5,176,906 | $809.62M | 17.58% | 00.0% | Unchanged | View |
| BEKEKE HLDGS INC | SPONSORED ADS | 29,181,868 | $400.67M | 8.70% | −42,700−0.1% | Reduced | View |
| LEGNLEGEND BIOTECH CORP | SPONSORED ADS | 5,984,550 | $335.67M | 7.29% | 00.0% | Unchanged | View |
| MSFTMICROSOFT CORP COM | Stock | 692,100 | $291.18M | 6.32% | −37,300−5.1% | Reduced | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 912,400 | $164.68M | 3.58% | +912,400 | New | View |
| AMZNAMAZON COM INC COM | Stock | 822,900 | $148.43M | 3.22% | +11,000+1.4% | Added | View |
| CRMSALESFORCE INC COM | Stock | 462,137 | $139.19M | 3.02% | −285,400−38.2% | Reduced | View |
| DHRDANAHER CORP DEL COM | Stock | 471,100 | $117.64M | 2.55% | 00.0% | Unchanged | View |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | COM | 783,000 | $116.27M | 2.53% | 00.0% | Unchanged | View |
| DASHDOORDASH INC CL A | Stock | 583,463 | $80.35M | 1.75% | −449,300−43.5% | Reduced | View |
| AVBPARRIVENT BIOPHARMA INC | COM | 3,929,117 | $70.17M | 1.52% | +3,929,117 | New | View |
| KNSAKINIKSA PHARMACEUTICALS LTD | COM CL A | 3,135,735 | $61.87M | 1.34% | +3,135,735 | New | View |
| MCOMOODYS CORP COM | Stock | 155,846 | $61.25M | 1.33% | 00.0% | Unchanged | View |
| ENFUSION INC292812104 | CL A | 4,975,183 | $46.02M | 1.00% | 00.0% | Unchanged | – |
| CTKBCYTEK BIOSCIENCES INC | COM | 6,657,030 | $44.67M | 0.97% | 00.0% | Unchanged | View |
| BBIOBRIDGEBIO PHARMA INC | COM | 1,367,489 | $42.28M | 0.92% | −23,751−1.7% | Reduced | View |
| HTHTH WORLD GROUP LTD | SPONSORED ADS | 935,920 | $36.22M | 0.79% | 00.0% | Unchanged | View |
| CPNGCOUPANG INC | CL A | 1,071,500 | $19.06M | 0.41% | −1,146,300−51.7% | Reduced | View |
| BIDUBAIDU INC SPON ADR REP A | ADR | 150,600 | $15.86M | 0.34% | −384,800−71.9% | Reduced | View |
| NTESNETEASE COM INC | SPONSORED ADS | 149,700 | $15.49M | 0.34% | 00.0% | Unchanged | View |
| YSGYATSEN HLDG LTD | SPONSORED ADS | 6,987,839 | $14.74M | 0.32% | +6,987,839 | New | View |
| ONONON HLDG AG NAMEN AKT A | Stock | 411,400 | $14.56M | 0.32% | 00.0% | Unchanged | View |
| MDLZMONDELEZ INTL INC CL A | Stock | 196,288 | $13.74M | 0.30% | −173,900−47.0% | Reduced | View |
| ZTOZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 654,524 | $13.71M | 0.30% | −160,000−19.6% | Reduced | View |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 98,100 | $13.35M | 0.29% | +98,100 | New | View |
| NBPNOVABRIDGE BIOSCIENCES | SPONSORED ADS | 6,909,220 | $12.85M | 0.28% | 00.0% | Unchanged | View |
| NVDANVIDIA CORPORATION COM | Stock | 13,600 | $12.29M | 0.27% | +13,600 | New | View |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 143,900 | $10.41M | 0.23% | −1,076,718−88.2% | Reduced | View |
| SESEA LTD | SPONSORD ADS | 174,800 | $9.39M | 0.20% | 00.0% | Unchanged | View |
| APPAPPLOVIN CORP | COM CL A | 130,800 | $9.05M | 0.20% | +130,800 | New | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 58,900 | $8.97M | 0.19% | +58,900 | New | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 72,100 | $8.5M | 0.18% | +72,100 | New | View |
| MGXMETAGENOMI THERAPEUTICS INC | COM | 777,768 | $8.21M | 0.18% | +777,768 | New | View |
| SOHUSOHU COM LTD | SPONSORED ADS | 713,400 | $7.54M | 0.16% | −18,400−2.5% | Reduced | View |
| GOSSGOSSAMER BIO INC | COM | 4,974,041 | $5.87M | 0.13% | 00.0% | Unchanged | View |
| MRVLMARVELL TECHNOLOGY INC | COM | 59,500 | $4.22M | 0.09% | +59,500 | New | View |
| SGMTSAGIMET BIOSCIENCES INC | COM SER A | 724,800 | $3.93M | 0.09% | −724,743−50.0% | Reduced | View |
| PACBPACIFIC BIOSCIENCES CALIF IN | COM | 918,892 | $3.45M | 0.07% | 00.0% | Unchanged | View |
| GEGE AEROSPACE COM NEW | Stock | 18,800 | $3.3M | 0.07% | +18,800 | New | View |
| VIPSVIPSHOP HLDGS LTD | SPONSORED ADS A | 198,600 | $3.29M | 0.07% | 00.0% | Unchanged | View |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 3,300 | $3.2M | 0.07% | +3,300 | New | View |
| VRTVERTIV HOLDINGS CO | COM CL A | 38,200 | $3.12M | 0.07% | +38,200 | New | View |
| METAMETA PLATFORMS INC CL A | Stock | 6,000 | $2.91M | 0.06% | +6,000 | New | View |
| GLOBAL X URANIUM ETF37954Y871 | ETF | 100,000 | $2.88M | 0.06% | +100,000 | New | – |
| AVGOBROADCOM INC COM | Stock | 2,100 | $2.78M | 0.06% | +2,100 | New | View |
| TUYATUYA INC | SPONSERED ADS | 1,564,400 | $2.74M | 0.06% | −35,300−2.2% | Reduced | View |
| SMART SH GLOBAL LTD ADS83193E102 | ADR | 3,949,700 | $2.6M | 0.06% | 00.0% | Unchanged | – |
| AAPLAPPLE INC COM | Stock | 11,700 | $2.01M | 0.04% | +11,700 | New | View |
| BRIGHT SCHOLAR ED HLDGS LTD109199208 | SPON ADS NEW | 988,143 | $1.96M | 0.04% | 00.0% | Unchanged | – |
| ALGSALIGOS THERAPEUTICS INC | COM | 1,906,191 | $1.87M | 0.04% | 00.0% | Unchanged | View |
| JDJD.COM INC | SPON ADS CL A | 61,250 | $1.68M | 0.04% | −1,389,900−95.8% | Reduced | View |
| PYXSPYXIS ONCOLOGY INC | COMMON STOCK | 382,606 | $1.63M | 0.04% | 00.0% | Unchanged | View |
| MOGUMOGU INC | SPON ADS | 847,510 | $1.6M | 0.03% | 00.0% | Unchanged | View |
| BZKANZHUN LIMITED | SPONSORED ADS | 89,100 | $1.56M | 0.03% | −34,600−28.0% | Reduced | View |
| ANETARISTA NETWORKS INC | COM | 3,600 | $1.04M | 0.02% | +3,600 | New | View |
| ATATATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | 50,000 | $897K | 0.02% | −150,000−75.0% | Reduced | View |
| YS BIOPHARMA CO LTDG9845F109 | ORDINARY SHARES | 751,790 | $526.25K | 0.01% | 00.0% | Unchanged | – |
| QCOMQUALCOMM INC COM | Stock | 3,000 | $507.9K | 0.01% | +3,000 | New | View |
| YMMFULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 13,519 | $98.28K | 0.00% | −2,239,023−99.4% | Reduced | View |
| RDGTCHINA JO-JO DRUGSTORES INC | SHS NEW | 20,167 | $62.92K | 0.00% | +20,167 | New | View |
| CEGCONSTELLATION ENERGY CORP COM | Stock | 300 | $55.46K | 0.00% | +300 | New | View |
| UXINUXIN LTD | SPONSORED ADS | 19,156 | $40.61K | 0.00% | +19,156 | New | View |
Sold out since Q4 2023 (9)
Positions held at the end of Q4 2023 that are no longer in this filing.
| Security | Class | Shares, Q4 2023 | Value, Q4 2023 | % of portfolio, Q4 2023 |
|---|---|---|---|---|
| RAYZEBIO INC75525N107 | COM | 1,062,383 | $66.05M | 1.33% |
| NMRANEUMORA THERAPEUTICS INC. | COM | 1,699,313 | $28.97M | 0.58% |
| YSGYATSEN HLDG LTD | ADS | 34,939,200 | $25.56M | 0.52% |
| DDOGDATADOG INC | CL A COM | 85,100 | $10.33M | 0.21% |
| FUTUFUTU HLDGS LTD | SPON ADS CL A | 80,000 | $4.37M | 0.09% |
| IQIQIYI INC | SPONSORED ADS | 142,500 | $695.4K | 0.01% |
| PLTKPLAYTIKA HLDG CORP | COM | 72,800 | $634.82K | 0.01% |
| UXINUXIN LTD - ADR | ADR | 191,563 | $134.29K | 0.00% |
| CHINA JO-JO DRUGSTORES INCG2124G112 | ORD SHS | 403,334 | $86.76K | 0.00% |
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 |