HHLR ADVISORS, LTD.
SuperinvestorHHLR Advisors (Hillhouse)
- SEC CIK
- 0001762304
- Manager
- Zhang Lei
- Style
- Growth
Q2 2026 vs. Q1 2026
Positions are compared by share count, long positions only.
All holdings in Q2 2026All holdings in Q1 2026
| Measure | Q1 2026 | Q2 2026 | Change |
|---|---|---|---|
| Positions | 38 | 35 | −3 |
| Total value | $1.67B | $832.07M | −$840.75M (−50.3%) |
New positions (6)
Held at the end of Q2 2026 but not at the end of Q1 2026.
| Security | Class | Shares, Q2 2026 | Value, Q2 2026 | % of portfolio, Q2 2026 |
|---|---|---|---|---|
| ALMRALAMAR BIOSCIENCES INC | COMMON STOCK | 956,462 | $25.91M | 3.11% |
| ODTXODYSSEY THERAPEUTICS INC | COMMON STOCK | 831,656 | $15.56M | 1.87% |
| NTESNETEASE COM INC | SPONSORED ADS | 34,999 | $4.48M | 0.54% |
| TXNTEXAS INSTRS INC COM | Stock | 4,800 | $1.43M | 0.17% |
| ZMZOOM COMMUNICATIONS INC CL A | Stock | 9,010 | $777.65K | 0.09% |
| RDGTRIDGETECH INC SHS NEW | Stock | 136 | $204 | 0.00% |
Added (6)
More shares at the end of Q2 2026 than at the end of Q1 2026.
| Security | Class | Shares, Q1 2026 | Shares, Q2 2026 | Change in shares | Value, Q2 2026 | % of portfolio, Q2 2026 |
|---|---|---|---|---|---|---|
| FUTUFUTU HLDGS LTD | SPON ADS CL A | 1,419,483 | 1,768,283 | +348,800+24.6% | $165.76M | 19.92% |
| VIPSVIPSHOP HLDGS LTD | SPONSORED ADS A | 124,700 | 3,470,400 | +3,345,700+2,683.0% | $46.02M | 5.53% |
| LITELUMENTUM HLDGS INC | COM | 1,500 | 3,300 | +1,800+120.0% | $2.83M | 0.34% |
| NVDANVIDIA CORPORATION COM | Stock | 6,610 | 14,054 | +7,444+112.6% | $2.81M | 0.34% |
| GLWCORNING INC | COM | 7,700 | 10,266 | +2,566+33.3% | $2.62M | 0.32% |
| COHRCOHERENT CORP | COM | 4,275 | 6,417 | +2,142+50.1% | $2.53M | 0.30% |
Reduced (7)
Fewer shares at the end of Q2 2026 than at the end of Q1 2026.
| Security | Class | Shares, Q1 2026 | Shares, Q2 2026 | Change in shares | Value, Q2 2026 | % of portfolio, Q2 2026 |
|---|---|---|---|---|---|---|
| MRVLMARVELL TECHNOLOGY INC | COM | 171,033 | 162,933 | −8,100−4.7% | $48.54M | 5.83% |
| PDDPDD HOLDINGS INC | SPONSORED ADS | 4,165,029 | 500,000 | −3,665,029−88.0% | $38.14M | 4.58% |
| BEKEKE HLDGS INC | SPONSORED ADS | 4,236,278 | 2,218,377 | −2,017,901−47.6% | $32.23M | 3.87% |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 2,453,657 | 183,934 | −2,269,723−92.5% | $17.65M | 2.12% |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 15,520 | 15,510 | −10−0.1% | $7.41M | 0.89% |
| BULLWEBULL CORP | ORD SHS | 1,500,000 | 309,857 | −1,190,143−79.3% | $2.02M | 0.24% |
| INTCINTEL CORP COM | Stock | 28,970 | 14,300 | −14,670−50.6% | $2M | 0.24% |
Sold out (9)
Held at the end of Q1 2026, gone by the end of Q2 2026.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| ONCBEONE MEDICINES LTD SPONSORED ADS | ADR | 1,034,306 | $307.16M | 18.36% |
| CLEARWATER ANALYTICS HLDGS I185123106 | CL A | 1,365,971 | $32.31M | 1.93% |
| BBARRICK MNG CORP COM SHS | Stock | 25,400 | $1.04M | 0.06% |
| DDLDINGDONG CAYMAN LTD | ADS | 354,500 | $911.07K | 0.05% |
| AXIAYAXIA ENERGIA SA | SPONSORED ADR | 63,100 | $711.77K | 0.04% |
| ISHARES INC464286822 | MSCI MEXICO ETF | 8,800 | $662.02K | 0.04% |
| VNETVNET GROUP INC | SPONSORED ADS A | 65,100 | $546.19K | 0.03% |
| UXINUXIN LTD | SPONSORED ADS | 19,156 | $58.81K | 0.00% |
| RDGTCHINA JO-JO DRUGSTORES INC | SHS NEW | 20,167 | $657 | 0.00% |