HHLR ADVISORS, LTD.
大師高瓴 HHLR
- SEC CIK
- 0001762304
- 主理人
- 張磊
- 風格
- 成長
2025 年第 1 季 持倉
持倉截至 2025/3/31，申報日 2025/5/15。SEC
- 持股檔數
- 49
- 較 2024 年第 4 季 +4
- 總值
- $35.39 億
- 較 2024 年第 4 季 +$6.52 億 (+22.6%)
持股
只含多頭部位。變化是跟 2024 年第 4 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| PDDPDD HOLDINGS INC | SPONSORED ADS | 6,562,576 | $7.77 億 | 21.94% | +3,832,301+140.4% | 加碼 | 查看 |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 3,907,755 | $5.17 億 | 14.60% | −979,545−20.0% | 減碼 | 查看 |
| FUTUFUTU HLDGS LTD | SPON ADS CL A | 4,307,492 | $4.41 億 | 12.46% | +3,189,189+285.2% | 加碼 | 查看 |
| ONCBEONE MEDICINES LTD SPONSORED ADS | ADR | 1,034,306 | $2.82 億 | 7.95% | −2,770,100−72.8% | 減碼 | 查看 |
| NTESNETEASE COM INC | SPONSORED ADS | 2,668,697 | $2.75 億 | 7.76% | +79,754+3.1% | 加碼 | 查看 |
| BEKEKE HLDGS INC | SPONSORED ADS | 11,973,402 | $2.41 億 | 6.80% | +712,126+6.3% | 加碼 | 查看 |
| LEGNLEGEND BIOTECH CORP | SPONSORED ADS | 5,984,550 | $2.03 億 | 5.74% | 00.0% | 不變 | 查看 |
| JDJD.COM INC | SPON ADS CL A | 4,811,700 | $1.98 億 | 5.59% | +3,121,700+184.7% | 加碼 | 查看 |
| VIPSVIPSHOP HLDGS LTD | SPONSORED ADS A | 6,683,901 | $1.05 億 | 2.96% | −8,196,101−55.1% | 減碼 | 查看 |
| WNS HLDGS LTDG98196101 | COM SHS | 1,531,466 | $9,416.98 萬 | 2.66% | 00.0% | 不變 | – |
| AVBPARRIVENT BIOPHARMA INC | COM | 4,484,672 | $8,292.16 萬 | 2.34% | 00.0% | 不變 | 查看 |
| TCOMTRIP COM GROUP LTD | ADS | 938,842 | $5,969.16 萬 | 1.69% | +25,000+2.7% | 加碼 | 查看 |
| ENFUSION INC292812104 | CL A | 4,975,183 | $5,547.33 萬 | 1.57% | 00.0% | 不變 | – |
| YSGYATSEN HLDG LTD | SPONSORED ADS | 6,885,873 | $3,312.1 萬 | 0.94% | 00.0% | 不變 | 查看 |
| CTKBCYTEK BIOSCIENCES INC | COM | 6,657,030 | $2,669.47 萬 | 0.75% | 00.0% | 不變 | 查看 |
| BIDUBAIDU INC SPON ADR REP A | ADR | 170,000 | $1,564.51 萬 | 0.44% | +170,000 | 新進 | 查看 |
| LILI AUTO INC | SPONSORED ADS | 620,000 | $1,562.4 萬 | 0.44% | +620,000 | 新進 | 查看 |
| YUMCYUM CHINA HLDGS INC | COM | 292,122 | $1,520.79 萬 | 0.43% | +292,122 | 新進 | 查看 |
| ZTOZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 671,387 | $1,332.03 萬 | 0.38% | +235,460+54.0% | 加碼 | 查看 |
| BZKANZHUN LIMITED | SPONSORED ADS | 576,339 | $1,104.84 萬 | 0.31% | +576,339 | 新進 | 查看 |
| HTHTH WORLD GROUP LTD | SPONSORED ADS | 237,332 | $878.37 萬 | 0.25% | +237,332 | 新進 | 查看 |
| APIAGORA INC | ADS | 2,098,553 | $843.62 萬 | 0.24% | 00.0% | 不變 | 查看 |
| ATATATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | 242,342 | $687.04 萬 | 0.19% | +242,342 | 新進 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 33,000 | $547.8 萬 | 0.15% | −9,588−22.5% | 減碼 | 查看 |
| GOSSGOSSAMER BIO INC | COM | 4,974,041 | $547.14 萬 | 0.15% | 00.0% | 不變 | 查看 |
| MAZEMAZE THERAPEUTICS INC | COM | 457,535 | $503.75 萬 | 0.14% | +457,535 | 新進 | 查看 |
| NBPNOVABRIDGE BIOSCIENCES | SPONSORED ADS | 5,980,568 | $492.74 萬 | 0.14% | 00.0% | 不變 | 查看 |
| TUYATUYA INC | SPONSERED ADS | 1,564,400 | $474.01 萬 | 0.13% | 00.0% | 不變 | 查看 |
| CTNMCONTINEUM THERAPEUTICS INC | CL A | 669,337 | $467.2 萬 | 0.13% | 00.0% | 不變 | 查看 |
| SMART SH GLOBAL LTD ADS83193E102 | ADR | 3,949,700 | $442.37 萬 | 0.12% | 00.0% | 不變 | – |
| SOHUSOHU COM LTD | SPONSORED ADS | 201,432 | $265.29 萬 | 0.07% | −309,052−60.5% | 減碼 | 查看 |
| SGMTSAGIMET BIOSCIENCES INC | COM SER A | 724,800 | $236.28 萬 | 0.07% | 00.0% | 不變 | 查看 |
| MOGUMOGU INC | SPON ADS | 847,510 | $187.3 萬 | 0.05% | 00.0% | 不變 | 查看 |
| BRIGHT SCHOLAR ED HLDGS LTD109199208 | SPON ADS NEW | 988,143 | $165.02 萬 | 0.05% | 00.0% | 不變 | – |
| DHRDANAHER CORP DEL COM | Stock | 8,026 | $164.53 萬 | 0.05% | −5,053−38.6% | 減碼 | 查看 |
| JOYYJOYY INC | ADS REPSTG COM A | 34,000 | $142.73 萬 | 0.04% | +4,000+13.3% | 加碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 6,757 | $135.24 萬 | 0.04% | −3,571−34.6% | 減碼 | 查看 |
| MCOMOODYS CORP COM | Stock | 2,637 | $122.8 萬 | 0.03% | −1,840−41.1% | 減碼 | 查看 |
| MSCIMSCI INC COM | Stock | 2,128 | $120.34 萬 | 0.03% | −1,522−41.7% | 減碼 | 查看 |
| CYDCHINA YUCHAI INTL LTD | COM | 70,000 | $118.93 萬 | 0.03% | +70,000 | 新進 | 查看 |
| PACBPACIFIC BIOSCIENCES CALIF IN | COM | 918,892 | $108.43 萬 | 0.03% | 00.0% | 不變 | 查看 |
| WBWEIBO CORP | SPONSORED ADR | 100,000 | $94.7 萬 | 0.03% | +100,000 | 新進 | 查看 |
| XYFX FINL | SPONSORED ADS | 50,000 | $71.95 萬 | 0.02% | +50,000 | 新進 | 查看 |
| ALGSALIGOS THERAPEUTICS INC | COM NEW | 76,247 | $62.9 萬 | 0.02% | 00.0% | 不變 | 查看 |
| ECXECARX HOLDINGS INC | CLASS A ORD | 400,000 | $50.4 萬 | 0.01% | +400,000 | 新進 | 查看 |
| MGXMETAGENOMI THERAPEUTICS INC | COM | 150,699 | $20.5 萬 | 0.01% | −627,069−80.6% | 減碼 | 查看 |
| LAKESHORE BIOPHARMA CO LTDG9845F208 | ORD SHS NEW | 75,179 | $18.19 萬 | 0.01% | 00.0% | 不變 | – |
| UXINUXIN LTD | SPONSORED ADS | 19,156 | $7.64 萬 | 0.00% | 00.0% | 不變 | 查看 |
| RDGTCHINA JO-JO DRUGSTORES INC | SHS NEW | 20,167 | $2.12 萬 | 0.00% | 00.0% | 不變 | 查看 |
2024 年第 4 季 之後清倉（7 檔）
2024 年第 4 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季 股數 | 2024 年第 4 季 市值 | 2024 年第 4 季 佔組合 % |
|---|---|---|---|---|
| KNSAKINIKSA PHARMACEUTICALS INTL | ORD SHS CL A | 1,582,635 | $3,130.45 萬 | 1.08% |
| BBIOBRIDGEBIO PHARMA INC | COM | 1,023,950 | $2,809.72 萬 | 0.97% |
| GEVGE VERNOVA INC COM | Stock | 7,826 | $257.42 萬 | 0.09% |
| TTTRANE TECHNOLOGIES PLC | SHS | 2,338 | $86.35 萬 | 0.03% |
| DADA NEXUS LTD23344D108 | ADS | 700,000 | $84.7 萬 | 0.03% |
| PYXSPYXIS ONCOLOGY INC | COMMON STOCK | 382,606 | $59.69 萬 | 0.02% |
| MOMOHELLO GROUP INC | ADS | 53,590 | $41.32 萬 | 0.01% |