HHLR ADVISORS, LTD.
大師高瓴 HHLR
- SEC CIK
- 0001762304
- 主理人
- 張磊
- 風格
- 成長
2026 年第 1 季 持倉
持倉截至 2026/3/31，申報日 2026/5/15。SEC
- 持股檔數
- 38
- 較 2025 年第 4 季 +5
- 總值
- $16.73 億
- 較 2025 年第 4 季 −$14.31 億 (−46.1%)
持股
只含多頭部位。變化是跟 2025 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 | 4,165,029 | $4.26 億 | 25.44% | −6,556,371−61.2% | 減碼 | 查看 |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 2,453,657 | $3.08 億 | 18.40% | −2,976,689−54.8% | 減碼 | 查看 |
| ONCBEONE MEDICINES LTD SPONSORED ADS | ADR | 1,034,306 | $3.07 億 | 18.36% | 00.0% | 不變 | 查看 |
| FUTUFUTU HLDGS LTD | SPON ADS CL A | 1,419,483 | $1.94 億 | 11.60% | −210,766−12.9% | 減碼 | 查看 |
| LEGNLEGEND BIOTECH CORP | SPONSORED ADS | 5,984,550 | $1.08 億 | 6.47% | 00.0% | 不變 | 查看 |
| AVBPARRIVENT BIOPHARMA INC | COM | 3,929,117 | $9,064.47 萬 | 5.42% | 00.0% | 不變 | 查看 |
| BEKEKE HLDGS INC | SPONSORED ADS | 4,236,278 | $6,341.71 萬 | 3.79% | 00.0% | 不變 | 查看 |
| CLEARWATER ANALYTICS HLDGS I185123106 | CL A | 1,365,971 | $3,230.52 萬 | 1.93% | 00.0% | 不變 | – |
| CTKBCYTEK BIOSCIENCES INC | COM | 6,657,030 | $2,909.12 萬 | 1.74% | 00.0% | 不變 | 查看 |
| MRVLMARVELL TECHNOLOGY INC | COM | 171,033 | $1,694.08 萬 | 1.01% | +171,033 | 新進 | 查看 |
| YSGYATSEN HLDG LTD | SPONSORED ADS | 4,885,873 | $1,504.85 萬 | 0.90% | 00.0% | 不變 | 查看 |
| NBPNOVABRIDGE BIOSCIENCES | SPONSORED ADS | 5,980,568 | $1,471.22 萬 | 0.88% | 00.0% | 不變 | 查看 |
| MAZEMAZE THERAPEUTICS INC | COM | 366,028 | $1,092.59 萬 | 0.65% | −91,507−20.0% | 減碼 | 查看 |
| CTNMCONTINEUM THERAPEUTICS INC | CL A | 669,337 | $874.15 萬 | 0.52% | 00.0% | 不變 | 查看 |
| APIAGORA INC | ADS | 2,098,553 | $742.89 萬 | 0.44% | 00.0% | 不變 | 查看 |
| BULLWEBULL CORP | ORD SHS | 1,500,000 | $720 萬 | 0.43% | −4,474,604−74.9% | 減碼 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 15,520 | $524.5 萬 | 0.31% | +4,220+37.3% | 加碼 | 查看 |
| SGMTSAGIMET BIOSCIENCES INC | COM SER A | 724,800 | $378.71 萬 | 0.23% | 00.0% | 不變 | 查看 |
| TUYATUYA INC | SPONSERED ADS | 1,564,400 | $361.38 萬 | 0.22% | 00.0% | 不變 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 10,043 | $284.99 萬 | 0.17% | 00.0% | 不變 | 查看 |
| VIPSVIPSHOP HLDGS LTD | SPONSORED ADS A | 124,700 | $196.03 萬 | 0.12% | +124,700 | 新進 | 查看 |
| MOGUMOGU INC | SPON ADS | 847,510 | $188.99 萬 | 0.11% | 00.0% | 不變 | 查看 |
| GOSSGOSSAMER BIO INC | COM | 4,974,041 | $163.4 萬 | 0.10% | 00.0% | 不變 | 查看 |
| INTCINTEL CORP COM | Stock | 28,970 | $127.84 萬 | 0.08% | +28,970 | 新進 | 查看 |
| PACBPACIFIC BIOSCIENCES CALIF IN | COM | 918,892 | $121.29 萬 | 0.07% | 00.0% | 不變 | 查看 |
| EQXEQUINOX GOLD CORP | COM | 80,500 | $116.4 萬 | 0.07% | 00.0% | 不變 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 6,610 | $115.28 萬 | 0.07% | +6,610 | 新進 | 查看 |
| LITELUMENTUM HLDGS INC | COM | 1,500 | $105.41 萬 | 0.06% | +1,500 | 新進 | 查看 |
| GLWCORNING INC | COM | 7,700 | $104.7 萬 | 0.06% | +7,700 | 新進 | 查看 |
| BBARRICK MNG CORP COM SHS | Stock | 25,400 | $103.61 萬 | 0.06% | 00.0% | 不變 | 查看 |
| COHRCOHERENT CORP | COM | 4,275 | $101.83 萬 | 0.06% | +4,275 | 新進 | 查看 |
| DDLDINGDONG CAYMAN LTD | ADS | 354,500 | $91.11 萬 | 0.05% | +354,500 | 新進 | 查看 |
| AXIAYAXIA ENERGIA SA | SPONSORED ADR | 63,100 | $71.18 萬 | 0.04% | −33,500−34.7% | 減碼 | 查看 |
| ISHARES INC464286822 | MSCI MEXICO ETF | 8,800 | $66.2 萬 | 0.04% | +8,800 | 新進 | – |
| ALGSALIGOS THERAPEUTICS INC | COM NEW | 76,247 | $56.65 萬 | 0.03% | 00.0% | 不變 | 查看 |
| VNETVNET GROUP INC | SPONSORED ADS A | 65,100 | $54.62 萬 | 0.03% | +12,000+22.6% | 加碼 | 查看 |
| UXINUXIN LTD | SPONSORED ADS | 19,156 | $5.88 萬 | 0.00% | 00.0% | 不變 | 查看 |
| RDGTCHINA JO-JO DRUGSTORES INC | SHS NEW | 20,167 | $657 | 0.00% | 00.0% | 不變 | 查看 |
2025 年第 4 季 之後清倉（4 檔）
2025 年第 4 季 季末還持有、這份申報已經沒有的部位。