HHLR ADVISORS, LTD.
大師高瓴 HHLR
- SEC CIK
- 0001762304
- 主理人
- 張磊
- 風格
- 成長
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/14。SEC
- 持股檔數
- 35
- 較 2026 年第 1 季 −3
- 總值
- $8.32 億
- 較 2026 年第 1 季 −$8.41 億 (−50.3%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| RDGTRIDGETECH INC SHS NEW | Stock | 136 | $204 | 0.00% | +136 | 新進 | 查看 |
| ALGSALIGOS THERAPEUTICS INC | COM NEW | 76,247 | $43.99 萬 | 0.05% | 00.0% | 不變 | 查看 |
| ZMZOOM COMMUNICATIONS INC CL A | Stock | 9,010 | $77.77 萬 | 0.09% | +9,010 | 新進 | 查看 |
| EQXEQUINOX GOLD CORP | COM | 80,500 | $78.25 萬 | 0.09% | 00.0% | 不變 | 查看 |
| GOSSGOSSAMER BIO INC | COM | 4,974,041 | $81.87 萬 | 0.10% | 00.0% | 不變 | 查看 |
| MOGUMOGU INC | SPON ADS | 847,510 | $141.53 萬 | 0.17% | 00.0% | 不變 | 查看 |
| TXNTEXAS INSTRS INC COM | Stock | 4,800 | $143.07 萬 | 0.17% | +4,800 | 新進 | 查看 |
| PACBPACIFIC BIOSCIENCES CALIF IN | COM | 918,892 | $154.37 萬 | 0.19% | 00.0% | 不變 | 查看 |
| INTCINTEL CORP COM | Stock | 14,300 | $199.67 萬 | 0.24% | −14,670−50.6% | 減碼 | 查看 |
| BULLWEBULL CORP | ORD SHS | 309,857 | $202.03 萬 | 0.24% | −1,190,143−79.3% | 減碼 | 查看 |
| COHRCOHERENT CORP | COM | 6,417 | $253.13 萬 | 0.30% | +2,142+50.1% | 加碼 | 查看 |
| GLWCORNING INC | COM | 10,266 | $262.22 萬 | 0.32% | +2,566+33.3% | 加碼 | 查看 |
| TUYATUYA INC | SPONSERED ADS | 1,564,400 | $275.33 萬 | 0.33% | 00.0% | 不變 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 14,054 | $281.21 萬 | 0.34% | +7,444+112.6% | 加碼 | 查看 |
| LITELUMENTUM HLDGS INC | COM | 3,300 | $283.16 萬 | 0.34% | +1,800+120.0% | 加碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 10,043 | $375.34 萬 | 0.45% | 00.0% | 不變 | 查看 |
| NTESNETEASE COM INC | SPONSORED ADS | 34,999 | $448.48 萬 | 0.54% | +34,999 | 新進 | 查看 |
| SGMTSAGIMET BIOSCIENCES INC | COM SER A | 724,800 | $560.27 萬 | 0.67% | 00.0% | 不變 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 15,510 | $740.71 萬 | 0.89% | −10−0.1% | 減碼 | 查看 |
| APIAGORA INC | ADS | 2,098,553 | $837.32 萬 | 1.01% | 00.0% | 不變 | 查看 |
| MAZEMAZE THERAPEUTICS INC | COM | 366,028 | $1,092.23 萬 | 1.31% | 00.0% | 不變 | 查看 |
| CTNMCONTINEUM THERAPEUTICS INC | CL A | 669,337 | $1,097.04 萬 | 1.32% | 00.0% | 不變 | 查看 |
| NBPNOVABRIDGE BIOSCIENCES | SPONSORED ADS | 5,980,568 | $1,166.21 萬 | 1.40% | 00.0% | 不變 | 查看 |
| YSGYATSEN HLDG LTD | SPONSORED ADS | 4,885,873 | $1,548.82 萬 | 1.86% | 00.0% | 不變 | 查看 |
| ODTXODYSSEY THERAPEUTICS INC | COMMON STOCK | 831,656 | $1,556.03 萬 | 1.87% | +831,656 | 新進 | 查看 |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 183,934 | $1,765.4 萬 | 2.12% | −2,269,723−92.5% | 減碼 | 查看 |
| ALMRALAMAR BIOSCIENCES INC | COMMON STOCK | 956,462 | $2,591.06 萬 | 3.11% | +956,462 | 新進 | 查看 |
| CTKBCYTEK BIOSCIENCES INC | COM | 6,657,030 | $2,949.06 萬 | 3.54% | 00.0% | 不變 | 查看 |
| BEKEKE HLDGS INC | SPONSORED ADS | 2,218,377 | $3,223.3 萬 | 3.87% | −2,017,901−47.6% | 減碼 | 查看 |
| PDDPDD HOLDINGS INC | SPONSORED ADS | 500,000 | $3,814 萬 | 4.58% | −3,665,029−88.0% | 減碼 | 查看 |
| VIPSVIPSHOP HLDGS LTD | SPONSORED ADS A | 3,470,400 | $4,601.75 萬 | 5.53% | +3,345,700+2,683.0% | 加碼 | 查看 |
| MRVLMARVELL TECHNOLOGY INC | COM | 162,933 | $4,853.61 萬 | 5.83% | −8,100−4.7% | 減碼 | 查看 |
| AVBPARRIVENT BIOPHARMA INC | COM | 3,929,117 | $1.36 億 | 16.40% | 00.0% | 不變 | 查看 |
| FUTUFUTU HLDGS LTD | SPON ADS CL A | 1,768,283 | $1.66 億 | 19.92% | +348,800+24.6% | 加碼 | 查看 |
| LEGNLEGEND BIOTECH CORP | SPONSORED ADS | 5,984,550 | $1.73 億 | 20.77% | 00.0% | 不變 | 查看 |
2026 年第 1 季 之後清倉（9 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| ONCBEONE MEDICINES LTD SPONSORED ADS | ADR | 1,034,306 | $3.07 億 | 18.36% |
| CLEARWATER ANALYTICS HLDGS I185123106 | CL A | 1,365,971 | $3,230.52 萬 | 1.93% |
| BBARRICK MNG CORP COM SHS | Stock | 25,400 | $103.61 萬 | 0.06% |
| DDLDINGDONG CAYMAN LTD | ADS | 354,500 | $91.11 萬 | 0.05% |
| AXIAYAXIA ENERGIA SA | SPONSORED ADR | 63,100 | $71.18 萬 | 0.04% |
| ISHARES INC464286822 | MSCI MEXICO ETF | 8,800 | $66.2 萬 | 0.04% |
| VNETVNET GROUP INC | SPONSORED ADS A | 65,100 | $54.62 萬 | 0.03% |
| UXINUXIN LTD | SPONSORED ADS | 19,156 | $5.88 萬 | 0.00% |
| RDGTCHINA JO-JO DRUGSTORES INC | SHS NEW | 20,167 | $657 | 0.00% |