高瓴 HHLR
大師HHLR Advisors, Ltd.
- SEC CIK
- 0001762304
- 主理人
- 張磊
- 風格
- 成長
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 49
- 較 2024 年第 4 季 +4
- 總值
- $35.4 億
- 較 2024 年第 4 季 +$6.52 億 (+22.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RDGTRidgetech Inc. | SHS NEW | 20,167 | $2.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UXINUxin Ltd | SPONSORED ADS | 19,156 | $7.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lakeshore Biopharma Co LtdG9845F208 | ORD SHS NEW | 75,179 | $18.2 萬 | <0.1% | 00.0% | 不變 | – |
| MGXMetagenomi Therapeutics, Inc. | COM | 150,699 | $20.5 萬 | <0.1% | −627,069−80.6% | 減碼 | 歷史 |
| ECXECARX Holdings Inc. | CLASS A ORD | 400,000 | $50.4 萬 | <0.1% | +400,000 | 新進 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM NEW | 76,247 | $62.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XYFX Financial | SPONSORED ADS | 50,000 | $72.0 萬 | <0.1% | +50,000 | 新進 | 歷史 |
| WBWEIBO Corp | SPONSORED ADR | 100,000 | $94.7 萬 | <0.1% | +100,000 | 新進 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 918,892 | $108.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CYDChina Yuchai International Ltd | COM | 70,000 | $118.9 萬 | <0.1% | +70,000 | 新進 | 歷史 |
| MSCIMSCI Inc. | Stock | 2,128 | $120.3 萬 | <0.1% | −1,522−41.7% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 2,637 | $122.8 萬 | <0.1% | −1,840−41.1% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 6,757 | $135.2 萬 | <0.1% | −3,571−34.6% | 減碼 | 歷史 |
| JOYYJOYY Inc. | ADS REPSTG COM A | 34,000 | $142.7 萬 | <0.1% | +4,000+13.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 8,026 | $164.5 萬 | <0.1% | −5,053−38.6% | 減碼 | 歷史 |
| Bright Scholar Ed Hldgs Ltd109199208 | SPON ADS NEW | 988,143 | $165.0 萬 | <0.1% | 00.0% | 不變 | – |
| MOGUMOGU Inc. | SPON ADS | 847,510 | $187.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SGMTSagimet Biosciences Inc. | COM SER A | 724,800 | $236.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SOHUSohu.com Ltd | SPONSORED ADS | 201,432 | $265.3 萬 | 0.1% | −309,052−60.5% | 減碼 | 歷史 |
| Smart SH Global Ltd ADS83193E102 | ADR | 3,949,700 | $442.4 萬 | 0.1% | 00.0% | 不變 | – |
| CTNMContineum Therapeutics, Inc. | CL A | 669,337 | $467.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TUYATuya Inc. | SPONSERED ADS | 1,564,400 | $474.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NBPNovaBridge Biosciences | SPONSORED ADS | 5,980,568 | $492.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAZEMaze Therapeutics, Inc. | COM | 457,535 | $503.7 萬 | 0.1% | +457,535 | 新進 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 4,974,041 | $547.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 33,000 | $547.8 萬 | 0.2% | −9,588−22.5% | 減碼 | 歷史 |
| ATATAtour Lifestyle Holdings Ltd | SPONSORED ADS | 242,342 | $687.0 萬 | 0.2% | +242,342 | 新進 | 歷史 |
| APIAgora, Inc. | ADS | 2,098,553 | $843.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HTHTH World Group Ltd | SPONSORED ADS | 237,332 | $878.4 萬 | 0.2% | +237,332 | 新進 | 歷史 |
| BZKanzhun Ltd | SPONSORED ADS | 576,339 | $1,105 萬 | 0.3% | +576,339 | 新進 | 歷史 |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 671,387 | $1,332 萬 | 0.4% | +235,460+54.0% | 加碼 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 292,122 | $1,521 萬 | 0.4% | +292,122 | 新進 | 歷史 |
| LILi Auto Inc. | SPONSORED ADS | 620,000 | $1,562 萬 | 0.4% | +620,000 | 新進 | 歷史 |
| BIDUBaidu, Inc. | ADR | 170,000 | $1,565 萬 | 0.4% | +170,000 | 新進 | 歷史 |
| CTKBCytek Biosciences, Inc. | COM | 6,657,030 | $2,669 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| YSGYatsen Holding Ltd | SPONSORED ADS | 6,885,873 | $3,312 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ENFNEnfusion, Inc. | CL A | 4,975,183 | $5,547 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| TCOMTrip.com Group Ltd | ADS | 938,842 | $5,969 萬 | 1.7% | +25,000+2.7% | 加碼 | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 4,484,672 | $8,292 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| WNSWNS (Holdings) Ltd | COM SHS | 1,531,466 | $9,417 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 6,683,901 | $1.05 億 | 3.0% | −8,196,101−55.1% | 減碼 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 4,811,700 | $1.98 億 | 5.6% | +3,121,700+184.7% | 加碼 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 5,984,550 | $2.03 億 | 5.7% | 00.0% | 不變 | 歷史 |
| BEKEKE Holdings Inc. | SPONSORED ADS | 11,973,402 | $2.41 億 | 6.8% | +712,126+6.3% | 加碼 | 歷史 |
| NTESNetEase, Inc. | SPONSORED ADS | 2,668,697 | $2.75 億 | 7.8% | +79,754+3.1% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 1,034,306 | $2.82 億 | 8.0% | −2,770,100−72.8% | 減碼 | 歷史 |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 4,307,492 | $4.41 億 | 12.5% | +3,189,189+285.2% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,907,755 | $5.17 億 | 14.6% | −979,545−20.0% | 減碼 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 6,562,576 | $7.77 億 | 21.9% | +3,832,301+140.4% | 加碼 | 歷史 |
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 % | 紀錄 |
|---|---|---|---|---|---|
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 1,582,635 | $3,130 萬 | 1.1% | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 1,023,950 | $2,810 萬 | 1.0% | 歷史 |
| GEVGE Vernova Inc. | Stock | 7,826 | $257.4 萬 | 0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 2,338 | $86.4 萬 | <0.1% | 歷史 |
| Dada Nexus Ltd23344D108 | ADS | 700,000 | $84.7 萬 | <0.1% | – |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 382,606 | $59.7 萬 | <0.1% | 歷史 |
| MOMOHello Group Inc. | ADS | 53,590 | $41.3 萬 | <0.1% | 歷史 |