| 股票代码 | 公司 | 2019 Q1 | 2019 Q2 | 2019 Q3 | 2019 Q4 | 2020 Q1 | 2020 Q2 |
|---|---|---|---|---|---|---|---|
| IQ | 爱奇艺 | 12,557,488 | 14,510,018 | 50,516,188 | 46,694,629 | 46,694,629 | 46,694,629 |
| UBER | 优步 | 12,326,519 | 15,501,624 | 19,260,700 | 19,260,700 | ||
| MOGU | 蘑菇街 | 5,223,485 | 10,446,970 | 10,446,970 | 10,446,970 | 10,446,970 | |
| PDD | 拼多多 | 3,132,096 | 7,197,978 | 11,146,615 | 8,729,366 | 8,729,366 | 9,863,866 |
| BILI | 哔哩哔哩 | 3,452,231 | 8,090,463 | 12,832,876 | 10,215,355 | 10,215,355 | 9,102,063 |
| TAL | 好未來 | 11,410,453 | 11,410,453 | 14,227,551 | 11,465,202 | 7,505,520 | 7,906,041 |
| JD | 京东 | 15,041,243 | 15,750,469 | 16,119,769 | 11,905,028 | 11,905,028 | 7,810,402 |
| GOSS | GOSS | 937,500 | 937,500 | 5,911,541 | 5,911,541 | 5,911,541 | 7,420,974 |
| ZM | Zoom Video通讯 | 225,000 | 6,916,078 | 6,194,437 | 6,856,980 | ||
| VIPS | 唯品会 | 7,045,054 | 5,477,392 | ||||
| BGNE | 百济神州 | 4,437,953 | 4,437,953 | 5,472,259 | 5,472,259 | 5,472,259 | 5,472,259 |
| APLS | APLS | 2,579,708 | 2,579,708 | 4,678,289 | 4,678,289 | 5,028,289 | 5,028,289 |
| 16949A206 | CHINA JO-JO DRUGSTORES INC | 4,840,000 | 4,840,000 | 4,840,000 | 4,840,000 | ||
| BBIO | Bridgebio | 2,352,900 | 4,388,690 | 4,388,690 | 4,711,604 | 4,711,604 | |
| BEDU | 博实乐教育 | 3,985,797 | 3,985,797 | 3,985,797 | 3,985,797 | 3,985,797 | 3,985,797 |
| FGEN | Fibrogen | 2,003,287 | 2,724,519 | 3,503,287 | 3,955,787 | 3,955,787 | 3,955,787 |
| BABA | 阿里巴巴 | 1,411,830 | 1,411,830 | 2,178,468 | 1,979,716 | 1,979,716 | 3,930,086 |
| LPTX | LEAP THERAPEUTICS INC | 3,604,040 | |||||
| ZTO | 中通快递 | 3,433,592 | 3,433,592 | ||||
| UXIN | 优信 | 9,439,181 | 7,244,341 | 7,244,341 | 2,996,543 | ||
| BEAM | BEAM | 2,966,403 | 2,966,403 | ||||
| G21515104 | CHINA BIOLOGIC PRODS HLDGS I | 2,751,200 | 2,751,200 | 2,751,200 | 2,751,200 | 2,751,200 | 2,962,076 |
| 926613100 | VIELA BIO INC | 4,591,176 | 4,591,176 | 2,815,868 | |||
| KNSA | Kiniksa | 1,835,888 | 1,835,888 | 1,867,622 | 1,895,888 | 1,895,888 | 2,443,833 |
| MDLZ | 亿滋 | 3,014,473 | 2,546,564 | 2,546,564 | 2,546,564 | 2,546,564 | 2,431,164 |
| ESGR | ENSTAR GROUP LIMITED | 543,487 | 543,487 | 1,747,840 | 1,747,840 | 1,747,840 | 1,747,840 |
| MLCO | 新濠博亚娱乐 | 4,395,700 | 4,395,700 | 4,395,700 | 2,197,850 | 2,197,850 | 1,698,877 |
| GMAB | Genmab | 1,500,000 | 1,500,000 | 1,500,000 | 1,500,000 | ||
| BPMC | BPMC | 1,498,516 | 1,498,516 | 1,498,516 | 1,504,599 | 1,613,294 | 1,364,631 |
| TSM | 台积电 | 1,100,495 | |||||
| AKRO | AKRO | 425,000 | 749,424 | 891,201 | 891,201 | 1,056,673 | |
| GTHX | GTHX | 949,431 | 949,431 | 949,431 | 949,431 | 949,431 | 949,431 |
| HOOK | HOOKIPA PHARMA INC | 285,714 | 943,254 | 943,254 | 943,254 | 943,254 | |
| SOHU | 搜狐 | 802,034 | 802,034 | 802,034 | 802,034 | 802,034 | 802,034 |
| ALLO | ALLO | 800,000 | |||||
| ALGN | 艾利科技 | 1,565,500 | 2,353,591 | 1,066,551 | 790,365 | ||
| CRM | Salesforce | 550,500 | 709,495 | ||||
| 62857M105 | MYOKARDIA INC | 975,987 | 975,987 | 975,987 | 975,987 | 975,987 | 690,658 |
| 53567X101 | LINE CORP | 1,207,763 | 1,207,763 | 1,207,763 | 1,121,357 | 871,256 | 676,211 |
| LEGN | 传奇生物 | 650,000 | |||||
| NXTC | NEXTCURE INC | 75,000 | 1,053,570 | 1,053,570 | 1,053,570 | 638,307 | |
| ARVN | ARVN | 625,000 | 625,000 | 855,308 | 855,308 | 855,308 | 625,000 |
| RCUS | RCUS | 425,000 | 425,000 | 767,128 | 767,128 | 767,128 | 625,000 |
| OTISw | 奥的斯 | 614,556 | |||||
| MRUS | MERUS N V | 600,000 | 600,000 | 600,000 | |||
| SE | Sea Limited | 4,300,000 | 4,300,000 | 11,957,037 | 4,300,000 | 1,250,000 | 598,489 |
| ADCT | ADC THERAPEUTICS SA | 500,000 | |||||
| FMTX | FMTX | 500,000 | |||||
| ARGX | argenx | 50,000 | 50,000 | 470,000 | |||
| RGNX | REGENXBIO INC | 206,000 | 456,000 | 456,000 | 456,000 | 456,000 | |
| RNA | RNA | 425,000 | |||||
| ZLAB | 再鼎医药 | 798,001 | 798,001 | 552,256 | 400,000 | ||
| BNR | 燃石医学 | 400,000 | |||||
| IGMS | IGMS | 350,000 | 350,000 | 350,000 | 350,000 | ||
| CALT | CALLIDITAS THERAPEUTICS AB | 350,000 | |||||
| AMG | AMG | 71,345 | 306,643 | 335,073 | |||
| NVAX | 诺瓦瓦克斯 | 326,038 | |||||
| TCRR | TCR2 THERAPEUTICS INC | 322,903 | 322,903 | 322,903 | 322,903 | ||
| CIHHV | CHINA INDEX HLDGS LTD | 300,000 | 300,000 | 300,000 | 300,000 | 300,000 | |
| PASG | PASG | 250,616 | 250,616 | ||||
| YY | 欢聚时代 | 239,476 | |||||
| 15117P102 | CELLULAR BIOMEDICINE GROUP I | 235,214 | 235,214 | 235,214 | 235,214 | ||
| KDP | Keurig Dr Pepper | 211,556 | |||||
| 28249H104 | EIDOS THERAPEUTICS INC | 178,600 | 178,600 | 178,600 | 178,600 | 178,600 | 178,600 |
| 400110102 | GRUBHUB INC | 169,386 | 169,386 | ||||
| CVETV | COVETRUS INC | 3,958,198 | 155,124 | 155,124 | |||
| TSLA | 特斯拉 | 520,580 | 171,400 | 130,378 | 130,378 | ||
| HTHT | 华住 | 611,490 | 128,786 | ||||
| NEW | 朴新教育 | 126,145 | 126,145 | 126,145 | 126,145 | 126,145 | 126,145 |
| MREO | MREO | 124,970 | |||||
| TXG | 10X GENOMICS INC | 75,000 | 75,000 | 75,000 | 75,000 | ||
| GDS | 万国数据 | 66,700 | |||||
| API | 声网 | 30,050 | |||||
| SFUN | 房天下 | 30,000 | |||||
| NVDA | 英伟达 | 50,000 | |||||
| QCOM | 高通 | 200,000 | |||||
| SNAP | Snap Inc | 4,465,885 | 4,465,885 | 4,465,885 | 4,465,885 | ||
| 30711Y102 | FANG HLDGS LTD | 1,500,000 | 1,500,000 | ||||
| AMZN | 亚马逊 | 48,456 | |||||
| 64050Y100 | NEON THERAPEUTICS INC | 60,000 | |||||
| MRNA | Moderna | 978,434 | |||||
| NOAH | 诺亚财富 | 481,220 | |||||
| MELI | MELI | 32,600 | |||||
| SDC | SMILEDIRECTCLUB INC | 2,923,086 | 2,898,086 | 2,898,086 | |||
| 210373106 | CONSTELLATION PHARMCETICLS I | 246,883 | |||||
| EDU | 新东方 | 2,800 | 1,702,534 | 2,761,282 | 603,208 | ||
| SQ | Block | 428,675 | |||||
| MOMO | MOMO INC | 968,693 | 1,385,000 | ||||
| AAPL | 苹果 | 127,759 | |||||
| 31680Q104 | 58 COM INC | 2,360,742 | 57,964 | ||||
| NIO | 蔚來 | 13,368,900 | |||||
| BYND | BEYOND MEAT INC | 15,000 | |||||
| TME | 腾讯音乐 | 1,470,491 | 1,470,491 | ||||
| 30711Y201 | FANG HLDGS LTD | 300,000 | 300,000 | 300,000 | |||
| META | Meta | 1,179,600 | 1,179,600 | 1,280,763 | |||
| GSAHWS | GS ACQUISITION HLDGS CORP | 333,333 | |||||
| NFLX | 奈飞 | 261,002 | 136,400 |
名人：张磊
高瓴资本由张磊先生于2005年创立，专注于长期结构性价值投资和产业创新，覆盖生命健康、硬科技、消费与零售、碳中和、企业服务等领域，投资横跨早期风险投资、私募股权投资、上市公司投资以及并购投资等阶段。
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