HHLR ADVISORS, LTD.

Superinvestor

HHLR Advisors (Hillhouse)

SEC CIK
0001762304
Manager
Zhang Lei
Style
Growth

Q4 2025 vs. Q3 2025

Positions are compared by share count, long positions only.

All holdings in Q4 2025All holdings in Q3 2025

HHLR ADVISORS, LTD.: Q3 2025 compared with Q4 2025
MeasureQ3 2025Q4 2025Change
Positions33330
Total value$4.09B$3.1B−$987.08M (−24.1%)

New positions (6)

Held at the end of Q4 2025 but not at the end of Q3 2025.

HHLR ADVISORS, LTD.: new positions in Q4 2025
SecurityClassShares, Q4 2025Value, Q4 2025% of portfolio, Q4 2025
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR11,300$3.43M0.11%
GOOGLALPHABET INC CAP STK CL AStock7,300$2.28M0.07%
IBITISHARES BITCOIN TRUST ETFETF35,300$1.75M0.06%
AXIAYAXIA ENERGIA SASPONSORED ADR96,600$884.86K0.03%
VNETVNET GROUP INCSPONSORED ADS A53,100$449.23K0.01%
AXICYAXIA ENERGIA SASPON ADS PF CL C25,390$218.86K0.01%

Added (2)

More shares at the end of Q4 2025 than at the end of Q3 2025.

HHLR ADVISORS, LTD.: positions added to in Q4 2025
SecurityClassShares, Q3 2025Shares, Q4 2025Change in sharesValue, Q4 2025% of portfolio, Q4 2025
PDDPDD HOLDINGS INCSPONSORED ADS8,592,60010,721,400+2,128,800+24.8%$1.22B39.17%
BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR3,289,6665,430,346+2,140,680+65.1%$795.98M25.65%

Reduced (3)

Fewer shares at the end of Q4 2025 than at the end of Q3 2025.

HHLR ADVISORS, LTD.: positions reduced in Q4 2025
SecurityClassShares, Q3 2025Shares, Q4 2025Change in sharesValue, Q4 2025% of portfolio, Q4 2025
FUTUFUTU HLDGS LTDSPON ADS CL A3,238,1791,630,249−1,607,930−49.7%$267.7M8.63%
AVBPARRIVENT BIOPHARMA INCCOM4,484,6723,929,117−555,555−12.4%$79.05M2.55%
BULLWEBULL CORPORD SHS33,080,8465,974,604−27,106,242−81.9%$46.42M1.50%

Sold out (6)

Held at the end of Q3 2025, gone by the end of Q4 2025.

HHLR ADVISORS, LTD.: positions sold out in Q4 2025
SecurityClassShares, Q3 2025Value, Q3 2025% of portfolio, Q3 2025
BIDUBAIDU INC SPON ADR REP AADR1,641,000$216.23M5.29%
NTESNETEASE COM INCSPONSORED ADS790,807$120.19M2.94%
YMMFULL TRUCK ALLIANCE CO LTDSPONSORED ADS4,066,553$52.74M1.29%
SESEA LTDSPONSORD ADS180,050$32.18M0.79%
SMART SH GLOBAL LTD ADS83193E102ADR3,949,700$5.33M0.13%
BRIGHT SCHOLAR ED HLDGS LTD109199208SPON ADS NEW988,143$1.93M0.05%