HHLR ADVISORS, LTD.

Superinvestor

HHLR Advisors (Hillhouse)

SEC CIK
0001762304
Manager
Zhang Lei
Style
Growth

Q3 2025 vs. Q2 2025

Positions are compared by share count, long positions only.

All holdings in Q3 2025All holdings in Q2 2025

HHLR ADVISORS, LTD.: Q2 2025 compared with Q3 2025
MeasureQ2 2025Q3 2025Change
Positions3633−3
Total value$3.1B$4.09B+$986.25M (+31.8%)

New positions (5)

Held at the end of Q3 2025 but not at the end of Q2 2025.

HHLR ADVISORS, LTD.: new positions in Q3 2025
SecurityClassShares, Q3 2025Value, Q3 2025% of portfolio, Q3 2025
BIDUBAIDU INC SPON ADR REP AADR1,641,000$216.23M5.29%
YMMFULL TRUCK ALLIANCE CO LTDSPONSORED ADS4,066,553$52.74M1.29%
SESEA LTDSPONSORD ADS180,050$32.18M0.79%
EQXEQUINOX GOLD CORPCOM80,500$902.81K0.02%
BBARRICK MNG CORP COM SHSStock25,400$832.36K0.02%

Added (4)

More shares at the end of Q3 2025 than at the end of Q2 2025.

HHLR ADVISORS, LTD.: positions added to in Q3 2025
SecurityClassShares, Q2 2025Shares, Q3 2025Change in sharesValue, Q3 2025% of portfolio, Q3 2025
PDDPDD HOLDINGS INCSPONSORED ADS6,976,8048,592,600+1,615,796+23.2%$1.14B27.76%
BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR1,149,7003,289,666+2,139,966+186.1%$587.96M14.37%
GEGE AEROSPACE COM NEWStock6,30510,043+3,738+59.3%$3.02M0.07%
MCOMOODYS CORP COMStock2,4762,888+412+16.6%$1.38M0.03%

Reduced (4)

Fewer shares at the end of Q3 2025 than at the end of Q2 2025.

HHLR ADVISORS, LTD.: positions reduced in Q3 2025
SecurityClassShares, Q2 2025Shares, Q3 2025Change in sharesValue, Q3 2025% of portfolio, Q3 2025
FUTUFUTU HLDGS LTDSPON ADS CL A4,312,2373,238,179−1,074,058−24.9%$563.15M13.77%
NTESNETEASE COM INCSPONSORED ADS1,663,668790,807−872,861−52.5%$120.19M2.94%
BEKEKE HLDGS INCSPONSORED ADS7,465,4654,236,278−3,229,187−43.3%$80.49M1.97%
YSGYATSEN HLDG LTDSPONSORED ADS6,111,9334,885,873−1,226,060−20.1%$44.27M1.08%

Sold out (8)

Held at the end of Q2 2025, gone by the end of Q3 2025.

HHLR ADVISORS, LTD.: positions sold out in Q3 2025
SecurityClassShares, Q2 2025Value, Q2 2025% of portfolio, Q2 2025
WNS HLDGS LTDG98196101COM SHS1,531,466$96.85M3.12%
JDJD.COM INCSPON ADS CL A2,275,500$74.27M2.39%
VIPSVIPSHOP HLDGS LTDSPONSORED ADS A1,131,788$17.03M0.55%
LILI AUTO INCSPONSORED ADS620,000$16.81M0.54%
ZTOZTO EXPRESS CAYMAN INCSPONSORED ADS A671,387$11.92M0.38%
BZKANZHUN LIMITEDSPONSORED ADS576,339$10.28M0.33%
MSCIMSCI INC COMStock2,008$1.16M0.04%
LAKESHORE BIOPHARMA CO LTDG9845F208ORD SHS NEW75,179$76.68K0.00%