| 股票代码 | 公司 | 2019 Q1 | 2019 Q2 | 2019 Q3 | 2019 Q4 | 2020 Q1 | 2020 Q2 |
|---|---|---|---|---|---|---|---|
| ZM | Zoom Video通讯 | 0.20 | 4.7 | 9.1 | 17.4 | ||
| IQ | 爱奇艺 | 3.0 | 3.0 | 8.1 | 9.9 | 8.3 | 10.8 |
| BGNE | 百济神州 | 5.9 | 5.5 | 6.7 | 9.1 | 6.7 | 10.3 |
| BABA | 阿里巴巴 | 2.6 | 2.4 | 3.6 | 4.2 | 3.9 | 8.5 |
| PDD | 拼多多 | 0.78 | 1.5 | 3.6 | 3.3 | 3.1 | 8.5 |
| UBER | 优步 | 3.8 | 4.6 | 5.4 | 6.0 | ||
| TAL | 好未來 | 4.1 | 4.3 | 4.9 | 5.5 | 4.0 | 5.4 |
| JD | 京东 | 4.5 | 4.8 | 4.5 | 4.2 | 4.8 | 4.7 |
| BILI | 哔哩哔哩 | 0.65 | 1.3 | 1.8 | 1.9 | 2.4 | 4.2 |
| G21515104 | CHINA BIOLOGIC PRODS HLDGS I | 2.5 | 2.6 | 3.1 | 3.2 | 3.0 | 3.0 |
| ESGR | ENSTAR GROUP LIMITED | 0.95 | 0.95 | 3.3 | 3.6 | 2.8 | 2.7 |
| ALGN | 艾利科技 | 2.8 | 6.6 | 1.9 | 2.2 | ||
| APLS | APLS | 0.50 | 0.65 | 1.1 | 1.4 | 1.3 | 1.6 |
| FGEN | Fibrogen | 1.1 | 1.2 | 1.3 | 1.7 | 1.4 | 1.6 |
| BBIO | Bridgebio | 0.63 | 0.94 | 1.5 | 1.4 | 1.5 | |
| TSLA | 特斯拉 | 1.2 | 0.41 | 0.68 | 1.4 | ||
| CRM | Salesforce | 0.79 | 1.3 | ||||
| ZTO | 中通快递 | 0.91 | 1.3 | ||||
| MDLZ | 亿滋 | 1.5 | 1.4 | 1.4 | 1.4 | 1.3 | 1.2 |
| 926613100 | VIELA BIO INC | 1.2 | 1.7 | 1.2 | |||
| VIPS | 唯品会 | 1.1 | 1.1 | ||||
| BPMC | BPMC | 1.2 | 1.4 | 1.1 | 1.2 | 0.94 | 1.1 |
| ARGX | argenx | 0.08 | 0.07 | 1.1 | |||
| GOSS | GOSS | 0.20 | 0.21 | 0.99 | 0.92 | 0.60 | 0.96 |
| BEAM | BEAM | 0.53 | 0.83 | ||||
| 62857M105 | MYOKARDIA INC | 0.51 | 0.49 | 0.51 | 0.71 | 0.46 | 0.67 |
| SE | Sea Limited | 1.0 | 1.4 | 3.7 | 1.7 | 0.55 | 0.64 |
| TSM | 台积电 | 0.62 | |||||
| KNSA | Kiniksa | 0.33 | 0.25 | 0.16 | 0.21 | 0.29 | 0.62 |
| GMAB | Genmab | 0.30 | 0.33 | 0.32 | 0.51 | ||
| OTISw | 奥的斯 | 0.35 | |||||
| ALLO | ALLO | 0.34 | |||||
| 53567X101 | LINE CORP | 0.43 | 0.34 | 0.43 | 0.55 | 0.42 | 0.34 |
| ZLAB | 再鼎医药 | 0.26 | 0.33 | 0.28 | 0.33 | ||
| BEDU | 博实乐教育 | 0.41 | 0.36 | 0.39 | 0.35 | 0.27 | 0.31 |
| LEGN | 传奇生物 | 0.28 | |||||
| NVAX | 诺瓦瓦克斯 | 0.27 | |||||
| MLCO | 新濠博亚娱乐 | 0.99 | 0.95 | 0.85 | 0.53 | 0.27 | 0.26 |
| AKRO | AKRO | 0.08 | 0.17 | 0.20 | 0.19 | 0.26 | |
| IGMS | IGMS | 0.06 | 0.13 | 0.20 | 0.26 | ||
| AMG | AMG | 0.06 | 0.18 | 0.25 | |||
| ADCT | ADC THERAPEUTICS SA | 0.23 | |||||
| FMTX | FMTX | 0.23 | |||||
| GTHX | GTHX | 0.16 | 0.29 | 0.22 | 0.25 | 0.10 | 0.23 |
| YY | 欢聚时代 | 0.21 | |||||
| ARVN | ARVN | 0.09 | 0.14 | 0.18 | 0.35 | 0.34 | 0.21 |
| MOGU | 蘑菇街 | 0.15 | 0.26 | 0.24 | 0.12 | 0.19 | |
| RGNX | REGENXBIO INC | 0.11 | 0.16 | 0.19 | 0.15 | 0.17 | |
| RCUS | RCUS | 0.05 | 0.03 | 0.07 | 0.08 | 0.11 | 0.15 |
| NXTC | NEXTCURE INC | 0.01 | 0.33 | 0.59 | 0.39 | 0.14 | |
| RNA | RNA | 0.12 | |||||
| 400110102 | GRUBHUB INC | 0.07 | 0.12 | ||||
| HOOK | HOOKIPA PHARMA INC | 0.02 | 0.07 | 0.12 | 0.08 | 0.11 | |
| BNR | 燃石医学 | 0.11 | |||||
| MRUS | MERUS N V | 0.08 | 0.07 | 0.10 | |||
| 28249H104 | EIDOS THERAPEUTICS INC | 0.04 | 0.06 | 0.06 | 0.10 | 0.09 | 0.09 |
| CALT | CALLIDITAS THERAPEUTICS AB | 0.08 | |||||
| LPTX | LEAP THERAPEUTICS INC | 0.08 | |||||
| SOHU | 搜狐 | 0.13 | 0.11 | 0.08 | 0.09 | 0.05 | 0.07 |
| PASG | PASG | 0.04 | 0.07 | ||||
| TXG | 10X GENOMICS INC | 0.04 | 0.06 | 0.05 | 0.07 | ||
| 16949A206 | CHINA JO-JO DRUGSTORES INC | 0.06 | 0.09 | 0.09 | 0.07 | ||
| KDP | Keurig Dr Pepper | 0.06 | |||||
| GDS | 万国数据 | 0.05 | |||||
| TCRR | TCR2 THERAPEUTICS INC | 0.05 | 0.05 | 0.02 | 0.05 | ||
| HTHT | 华住 | 0.20 | 0.05 | ||||
| UXIN | 优信 | 0.23 | 0.16 | 0.11 | 0.04 | ||
| 15117P102 | CELLULAR BIOMEDICINE GROUP I | 0.03 | 0.04 | 0.04 | 0.04 | ||
| CVETV | COVETRUS INC | 0.47 | 0.01 | 0.03 | |||
| API | 声网 | 0.01 | |||||
| NEW | 朴新教育 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 |
| CIHHV | CHINA INDEX HLDGS LTD | 0.01 | 0.01 | 0.01 | 0.00 | 0.01 | |
| MREO | MREO | 0.00 | |||||
| SFUN | 房天下 | 0.00 | |||||
| NVDA | 英伟达 | 0.13 | |||||
| QCOM | 高通 | 0.18 | |||||
| SNAP | Snap Inc | 0.64 | 0.71 | 0.73 | 0.53 | ||
| 30711Y102 | FANG HLDGS LTD | 0.02 | 0.01 | ||||
| AMZN | 亚马逊 | 0.84 | |||||
| 64050Y100 | NEON THERAPEUTICS INC | 0.00 | |||||
| MRNA | Moderna | 0.16 | |||||
| NOAH | 诺亚财富 | 0.14 | |||||
| MELI | MELI | 0.18 | |||||
| SDC | SMILEDIRECTCLUB INC | 0.41 | 0.25 | 0.14 | |||
| 210373106 | CONSTELLATION PHARMCETICLS I | 0.02 | |||||
| EDU | 新东方 | 0.00 | 1.6 | 3.1 | 0.73 | ||
| SQ | Block | 0.27 | |||||
| MOMO | MOMO INC | 0.35 | 0.43 | ||||
| AAPL | 苹果 | 0.29 | |||||
| 31680Q104 | 58 COM INC | 1.5 | 0.03 | ||||
| NIO | 蔚來 | 0.21 | |||||
| BYND | BEYOND MEAT INC | 0.02 | |||||
| TME | 腾讯音乐 | 0.27 | 0.22 | ||||
| 30711Y201 | FANG HLDGS LTD | 0.01 | 0.01 | 0.00 | |||
| META | Meta | 2.0 | 2.3 | 2.3 | |||
| GSAHWS | GS ACQUISITION HLDGS CORP | 0.00 | |||||
| NFLX | 奈飞 | 0.70 | 0.44 |
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。
SEC 13F 文件地址 →