高瓴资本持股数变化

股票代码	公司	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1	2023 Q2
BEKE	贝壳	5,182,364	9,250,689	11,118,106	21,045,865	31,228,934	35,822,654
YSG	逸仙电商	40,451,713	40,451,713	34,939,200	34,939,200	34,939,200	34,939,200
PDD	拼多多		1,399,928	2,011,900	2,903,800	10,642,847	8,172,247
IMAB	天境生物	7,182,850	7,182,850	7,182,850	7,182,850	6,954,442	6,909,220
CTKB	Cytek	8,757,030	8,757,030	8,757,030	8,684,530	7,703,514	6,657,030
LEGN	传奇生物	6,936,617	4,436,617	5,136,617	5,136,617	5,130,367	6,436,533
YMM	满帮	9,590,942	3,401,100	3,027,100	4,127,100	5,594,000	5,226,419
BGNE	百济神州	5,472,259	5,472,259	5,472,259	5,472,259	5,472,259	5,176,906
ENFN	Enfusion	4,975,183	4,975,183	4,975,183	4,975,183	4,975,183	4,975,183
GOSS	GOSS	7,420,974	7,420,974	7,420,974	4,974,041	4,974,041	4,974,041
EM	怪兽充电	4,080,000	4,080,000	4,080,000	4,080,000	4,007,331	3,949,700
HTHT	华住	303,200	303,200	307,200	307,200	3,357,573	3,814,305
BABA	阿里巴巴		1,891,000	2,238,100	3,122,800	3,785,116	3,262,527
BBIO	Bridgebio	5,362,014	5,362,014	5,362,014	5,187,225	3,978,410	2,993,447
CPNG	Coupang	3,350,400	3,376,000	3,376,000	3,376,000	3,241,400	2,818,100
JD	京东	8,434,471	8,485,071	6,363,800	6,623,200	2,397,789	2,704,200
DASH	Doordash	3,881,700	4,691,023	4,691,023	4,504,500	4,450,700	2,666,763
ZTO	中通快递	200,000				430,500	2,497,414
ALGS	Aligos	2,365,064	2,365,064	2,365,064	2,309,764	2,309,764	2,309,764
ONON	昂跑	9,300,000	6,200,000	5,468,504	5,468,504	3,291,204	2,116,424
DQ	大全新能源	100,000	1,885,900	2,101,315	2,101,315	2,037,000	2,037,000
TUYA	涂鸦智能	1,689,359	1,689,359	1,689,359	1,689,359	1,599,700	1,599,700
CRM	Salesforce	2,119,037	2,326,337	2,419,637	1,731,237	1,731,237	1,072,537
BEDU	博实乐教育			996,449	996,449	996,449	993,043
MOGU	蘑菇街	870,580	870,580	870,580	870,580	847,510	847,510
TTWO	Take-Two互动软件						783,000
HOOK	HOOKIPA PHARMA INC						770,717
MSFT	微软		40,000	150,400	174,100	256,900	759,300
YSG	逸仙电商					751,790	751,790
SOHU	搜狐	802,034	802,034	802,034	802,034	731,800	731,800
KNSA	Kiniksa	2,920,023	2,920,023	2,920,023	2,623,924	1,018,091	698,741
ATAT	亚朵				545,000	477,904	661,522
KDP	Keurig Dr Pepper						564,568
BIDU	百度					405,900	553,353
MDLZ	亿滋	1,862,164	1,862,164	1,862,164	1,070,764	1,070,764	523,788
ROIV	ROIVANT SCIENCES LTD						523,461
FUTU	富途控股	130,000		96,300	320,800	417,187	417,187
CJJD	九洲大药房		403,334	403,334	403,334	403,334	403,334
SRZNW	SURROZEN INC	399,999	399,999	399,999	399,999	399,999	387,133
PYXS	Pyxis Oncology	764,406	764,406	764,406	764,406	530,692	382,606
AKRO	AKRO	1,359,152	1,359,052	680,000	315,502	295,502	273,002
BMRN	拜玛林制药					308,693	228,942
DDOG	Datadog			226,200	218,100	218,100	218,100
VIPS	唯品会	22,150,493	25,116,486	20,143,686	18,989,100	2,304,797	198,600
EXAS	EXACT SCIENCES CORP					170,094	197,894
UXIN	优信				191,563	191,563	191,563
LI	理想汽车	2,496,550				1,030,972	170,704
NTES	网易				149,700	149,700	149,700
IQ	爱奇艺	38,648,477	15,414,206	15,414,206	12,163,800	172,300	142,500
BZ	BOSS直聘		826,199	847,999	1,506,199	217,816	123,000
GOOG	谷歌C						100,000
COIN	Coinbase Global						100,000
AXSM	AXSOME THERAPEUTICS INC						100,000
DHR	丹纳赫						85,500
PLTK	PlayTika	3,280,699	3,280,699	3,280,699	3,164,800	3,092,000	72,800
TMO	赛默飞世尔科技					25,800	41,452
AMD	AMD					113,100	40,500
ADBE	Adobe						27,000
AMZN	亚马逊		60,000	70,000	67,500	97,000	24,300
ARGX	argenx	120,000					18,665
TNGX	TANGO THERAPEUTICS INC	882,088
TQQQ	三倍做多纳指				230,000
BEDU	博实乐教育	3,985,797	3,985,797
FCX	Freeport McMoRan				6,274,800	6,274,800
TSLA	特斯拉		10,600
CJJD	九洲大药房	4,840,000
DIDI	DIDI GLOBAL INC	36,834,320
MP	MP MATERIALS CORP			200,000
TCOM	携程				180,000
ADCT	ADC THERAPEUTICS SA	500,000	500,000	500,000
RUN	SUNRUN INC				344,800
UXIN	优信	2,297,318	1,915,634	1,915,634
FMTX	FMTX	1,100,000	1,100,000	1,100,000
NFLX	奈飞		45,000
SNY	賽诺菲-安万特					205,700
ZM	Zoom Video通讯			420,500	405,600	405,600
92189H607	VANECK ETF TRUST		20,000	20,000
ROOT	ROOT INC	2,600,000	2,600,000
TALS	TALARIS THERAPEUTICS INC	698,797	266,154
CTLT	CATALENT INC					187,000
MREO	MREO	2,976,121
REGN	再生元制药					12,500
SHOP	Shopify Inc.		150,000
ROOT	ROOT INC			144,443	138,977	138,977
CIHHV	CHINA INDEX HLDGS LTD	300,000
ENPH	ENPHASE ENERGY INC				19,300
JKS	晶科能源		1,140,416	1,291,616	654,049
LU	陆控		1,000,000
SNOW	Showflake	63,000	63,000	63,000	63,000	55,700
TLT	ISHARES TR				140,000	195,100
DYN	DYN	1,000,000	1,000,000	1,000,000	939,648	478,401
YY	欢聚时代				100,000	96,500
MNSO	名创优品	252,322	252,322	252,322	252,322	242,700
TSM	台积电	360,495	180,295	105,095	60,000
SGEN	SEAGEN INC					38,350
25459W540	DIREXION SHS ETF TR				1,200,000	793,050
ACMR	ACM Research	670,755	670,755	670,755
IPSC	CENTURY THERAPEUTICS INC	614,095	614,095	614,095	496,624
PRLD	PRLD	583,333	583,333	583,333
TCRX	TSCAN THERAPEUTICS INC	669,513
WOLF	WOLFSPEED INC					70,000
ALLO	ALLO	800,000	800,000	800,000	623,434
MLCO	新濠博亚娱乐	1,698,877	1,698,877	1,698,877	1,698,877	1,698,877
SE	Sea Limited	1,453,300	4,357,245
PATH	UIPATH INC	150,000	150,000	150,000	145,200	145,200
DEO	帝亚吉欧		30,000
MRNA	Moderna				15,000
SFUN	房天下	327,720
CCCS	CCC INTELLIGENT SOLUTIONS HL	200,000	200,000	200,000	200,000	200,000
SRPT	SAREPTA THERAPEUTICS INC					10,404
DLO	DLOCAL LTD			380,524	6,800	6,800
QQQ	INVESCO QQQ TR				144,800
HIPO	HIPPO HLDGS INC	2,771,691
LEAP.U	RIBBIT LEAP LTD	50,000	50,000
UBER	优步	1,114,000	1,114,000	1,314,000	1,403,600	1,314,000
TIL	INSTIL BIO INC	2,385,457
SRZN	SURROZEN INC	1,200,000	1,200,000	1,200,000	1,161,400

高瓴资本 · 按季度持股数量变化