HHLR ADVISORS, LTD.
SuperinvestorHHLR Advisors (Hillhouse)
- SEC CIK
- 0001762304
- Manager
- Zhang Lei
- Style
- Growth
Q2 2025 vs. Q1 2025
Positions are compared by share count, long positions only.
All holdings in Q2 2025All holdings in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Positions | 49 | 36 | −13 |
| Total value | $3.54B | $3.1B | −$434.91M (−12.3%) |
New positions (2)
Held at the end of Q2 2025 but not at the end of Q1 2025.
| Security | Class | Shares, Q2 2025 | Value, Q2 2025 | % of portfolio, Q2 2025 |
|---|---|---|---|---|
| BULLWEBULL CORP | ORD SHS | 33,080,846 | $395.65M | 12.74% |
| CLEARWATER ANALYTICS HLDGS I185123106 | CL A | 1,365,971 | $29.96M | 0.96% |
Added (2)
More shares at the end of Q2 2025 than at the end of Q1 2025.
Reduced (9)
Fewer shares at the end of Q2 2025 than at the end of Q1 2025.
| Security | Class | Shares, Q1 2025 | Shares, Q2 2025 | Change in shares | Value, Q2 2025 | % of portfolio, Q2 2025 |
|---|---|---|---|---|---|---|
| NTESNETEASE COM INC | SPONSORED ADS | 2,668,697 | 1,663,668 | −1,005,029−37.7% | $223.9M | 7.21% |
| BEKEKE HLDGS INC | SPONSORED ADS | 11,973,402 | 7,465,465 | −4,507,937−37.6% | $132.44M | 4.27% |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 3,907,755 | 1,149,700 | −2,758,055−70.6% | $130.39M | 4.20% |
| JDJD.COM INC | SPON ADS CL A | 4,811,700 | 2,275,500 | −2,536,200−52.7% | $74.27M | 2.39% |
| YSGYATSEN HLDG LTD | SPONSORED ADS | 6,885,873 | 6,111,933 | −773,940−11.2% | $58.92M | 1.90% |
| VIPSVIPSHOP HLDGS LTD | SPONSORED ADS A | 6,683,901 | 1,131,788 | −5,552,113−83.1% | $17.03M | 0.55% |
| GEGE AEROSPACE COM NEW | Stock | 6,757 | 6,305 | −452−6.7% | $1.62M | 0.05% |
| MCOMOODYS CORP COM | Stock | 2,637 | 2,476 | −161−6.1% | $1.24M | 0.04% |
| MSCIMSCI INC COM | Stock | 2,128 | 2,008 | −120−5.6% | $1.16M | 0.04% |
Sold out (15)
Held at the end of Q1 2025, gone by the end of Q2 2025.
| Security | Class | Shares, Q1 2025 | Value, Q1 2025 | % of portfolio, Q1 2025 |
|---|---|---|---|---|
| TCOMTRIP COM GROUP LTD | ADS | 938,842 | $59.69M | 1.69% |
| ENFUSION INC292812104 | CL A | 4,975,183 | $55.47M | 1.57% |
| BIDUBAIDU INC SPON ADR REP A | ADR | 170,000 | $15.65M | 0.44% |
| YUMCYUM CHINA HLDGS INC | COM | 292,122 | $15.21M | 0.43% |
| HTHTH WORLD GROUP LTD | SPONSORED ADS | 237,332 | $8.78M | 0.25% |
| ATATATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | 242,342 | $6.87M | 0.19% |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 33,000 | $5.48M | 0.15% |
| SOHUSOHU COM LTD | SPONSORED ADS | 201,432 | $2.65M | 0.07% |
| DHRDANAHER CORP DEL COM | Stock | 8,026 | $1.65M | 0.05% |
| JOYYJOYY INC | ADS REPSTG COM A | 34,000 | $1.43M | 0.04% |
| CYDCHINA YUCHAI INTL LTD | COM | 70,000 | $1.19M | 0.03% |
| WBWEIBO CORP | SPONSORED ADR | 100,000 | $947K | 0.03% |
| XYFX FINL | SPONSORED ADS | 50,000 | $719.5K | 0.02% |
| ECXECARX HOLDINGS INC | CLASS A ORD | 400,000 | $504K | 0.01% |
| MGXMETAGENOMI THERAPEUTICS INC | COM | 150,699 | $204.95K | 0.01% |