HHLR ADVISORS, LTD.
SuperinvestorHHLR Advisors (Hillhouse)
- SEC CIK
- 0001762304
- Manager
- Zhang Lei
- Style
- Growth
Q4 2024 vs. Q3 2024
Positions are compared by share count, long positions only.
All holdings in Q4 2024All holdings in Q3 2024
| Measure | Q3 2024 | Q4 2024 | Change |
|---|---|---|---|
| Positions | 48 | 45 | −3 |
| Total value | $4.56B | $2.89B | −$1.67B (−36.6%) |
New positions (5)
Held at the end of Q4 2024 but not at the end of Q3 2024.
| Security | Class | Shares, Q4 2024 | Value, Q4 2024 | % of portfolio, Q4 2024 |
|---|---|---|---|---|
| WNS HLDGS LTDG98196101 | COM SHS | 1,531,466 | $72.58M | 2.51% |
| APIAGORA INC | ADS | 2,098,553 | $8.73M | 0.30% |
| MSCIMSCI INC COM | Stock | 3,650 | $2.19M | 0.08% |
| MOMOHELLO GROUP INC | ADS | 53,590 | $413.18K | 0.01% |
| LAKESHORE BIOPHARMA CO LTDG9845F208 | ORD SHS NEW | 75,179 | $259.37K | 0.01% |
Added (10)
More shares at the end of Q4 2024 than at the end of Q3 2024.
| Security | Class | Shares, Q3 2024 | Shares, Q4 2024 | Change in shares | Value, Q4 2024 | % of portfolio, Q4 2024 |
|---|---|---|---|---|---|---|
| BEKEKE HLDGS INC | SPONSORED ADS | 10,868,688 | 11,261,276 | +392,588+3.6% | $207.43M | 7.18% |
| FUTUFUTU HLDGS LTD | SPON ADS CL A | 1,051,089 | 1,118,303 | +67,214+6.4% | $89.45M | 3.10% |
| JDJD.COM INC | SPON ADS CL A | 1,600,000 | 1,690,000 | +90,000+5.6% | $58.59M | 2.03% |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 19,395 | 42,588 | +23,193+119.6% | $8.41M | 0.29% |
| DHRDANAHER CORP DEL COM | Stock | 9,104 | 13,079 | +3,975+43.7% | $3M | 0.10% |
| GEVGE VERNOVA INC COM | Stock | 7,746 | 7,826 | +80+1.0% | $2.57M | 0.09% |
| MCOMOODYS CORP COM | Stock | 1,502 | 4,477 | +2,975+198.1% | $2.12M | 0.07% |
| GEGE AEROSPACE COM NEW | Stock | 5,713 | 10,328 | +4,615+80.8% | $1.72M | 0.06% |
| TTTRANE TECHNOLOGIES PLC | SHS | 753 | 2,338 | +1,585+210.5% | $863.54K | 0.03% |
| DADA NEXUS LTD23344D108 | ADS | 600,000 | 700,000 | +100,000+16.7% | $847K | 0.03% |
Reduced (10)
Fewer shares at the end of Q4 2024 than at the end of Q3 2024.
| Security | Class | Shares, Q3 2024 | Shares, Q4 2024 | Change in shares | Value, Q4 2024 | % of portfolio, Q4 2024 |
|---|---|---|---|---|---|---|
| ONCBEONE MEDICINES LTD SPONSORED ADS | ADR | 5,176,906 | 3,804,406 | −1,372,500−26.5% | $702.71M | 24.34% |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 8,827,600 | 4,887,300 | −3,940,300−44.6% | $414.39M | 14.35% |
| PDDPDD HOLDINGS INC | SPONSORED ADS | 4,766,780 | 2,730,275 | −2,036,505−42.7% | $264.81M | 9.17% |
| VIPSVIPSHOP HLDGS LTD | SPONSORED ADS A | 15,720,322 | 14,880,002 | −840,320−5.3% | $200.43M | 6.94% |
| LEGNLEGEND BIOTECH CORP | SPONSORED ADS | 6,636,496 | 5,984,550 | −651,946−9.8% | $194.74M | 6.74% |
| TCOMTRIP COM GROUP LTD | ADS | 1,774,432 | 913,842 | −860,590−48.5% | $62.74M | 2.17% |
| YSGYATSEN HLDG LTD | SPONSORED ADS | 6,987,839 | 6,885,873 | −101,966−1.5% | $27.41M | 0.95% |
| ZTOZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 3,003,008 | 435,927 | −2,567,081−85.5% | $8.52M | 0.30% |
| SOHUSOHU COM LTD | SPONSORED ADS | 713,400 | 510,484 | −202,916−28.4% | $6.73M | 0.23% |
| NBPNOVABRIDGE BIOSCIENCES | SPONSORED ADS | 6,909,220 | 5,980,568 | −928,652−13.4% | $5.08M | 0.18% |
Sold out (8)
Held at the end of Q3 2024, gone by the end of Q4 2024.
| Security | Class | Shares, Q3 2024 | Value, Q3 2024 | % of portfolio, Q3 2024 |
|---|---|---|---|---|
| BIDUBAIDU INC SPON ADR REP A | ADR | 300,000 | $31.59M | 0.69% |
| YUMCYUM CHINA HLDGS INC | COM | 665,863 | $29.98M | 0.66% |
| HTHTH WORLD GROUP LTD | SPONSORED ADS | 568,613 | $21.15M | 0.46% |
| ZEEKR INTELLIGENT TECHNOLOGY98923K103 | SPON ADS | 145,000 | $3.23M | 0.07% |
| GLOBAL X URANIUM ETF37954Y871 | ETF | 100,000 | $2.86M | 0.06% |
| KRANESHARES TRUST500767306 | CSI CHI INTERNET | 79,500 | $2.7M | 0.06% |
| METAMETA PLATFORMS INC CL A | Stock | 4,000 | $2.29M | 0.05% |
| YS BIOPHARMA CO LTDG9845F109 | ORDINARY SHARES | 751,790 | $512.72K | 0.01% |