高瓴资本 · 按季度持股数量变化

股票代码 公司 2025 Q1 2025 Q2 2025 Q3 2025 Q4 2026 Q1 2026 Q2
CTKB Cytek 6,657,030 6,657,030 6,657,030 6,657,030 6,657,030 6,657,030
LEGN 传奇生物 5,984,550 5,984,550 5,984,550 5,984,550 5,984,550 5,984,550
IMAB 天境生物 5,980,568 5,980,568 5,980,568 5,980,568 5,980,568 5,980,568
GOSS GOSS 4,974,041 4,974,041 4,974,041 4,974,041 4,974,041 4,974,041
YSG 逸仙电商 6,885,873 6,111,933 4,885,873 4,885,873 4,885,873 4,885,873
AVBP ArriVent BioPharma 4,484,672 4,484,672 4,484,672 3,929,117 3,929,117 3,929,117
VIPS 唯品会 6,683,901 1,131,788 124,700 3,470,400
BEKE 贝壳 11,973,402 7,465,465 4,236,278 4,236,278 4,236,278 2,218,377
API 声网 2,098,553 2,098,553 2,098,553 2,098,553 2,098,553 2,098,553
FUTU 富途控股 4,307,492 4,312,237 3,238,179 1,630,249 1,419,483 1,768,283
TUYA 涂鸦智能 1,564,400 1,564,400 1,564,400 1,564,400 1,564,400 1,564,400
010911105 ALAMAR BIOSCIENCES INC 956,462
PACB Pacific Biosciences 918,892 918,892 918,892 918,892 918,892 918,892
MOGU 蘑菇街 847,510 847,510 847,510 847,510 847,510 847,510
ODYY ODYSSEY THERAPEUTICS INC 831,656
SGMT SAGIME 724,800 724,800 724,800 724,800 724,800 724,800
CTNM Contineum Therapeutics 669,337 669,337 669,337 669,337 669,337 669,337
PDD 拼多多 6,562,576 6,976,804 8,592,600 10,721,400 4,165,029 500,000
MAZE Maze Therapeutics 457,535 457,535 457,535 457,535 366,028 366,028
G9572D103 WEBULL CORP 33,080,846 33,080,846 5,974,604 1,500,000 309,857
BABA 阿里巴巴 3,907,755 1,149,700 3,289,666 5,430,346 2,453,657 183,934
MRVL 迈成尔科技 171,033 162,933
EQX EQUINOX GOLD CORP 80,500 80,500 80,500 80,500
ALGS ALIGOS THERAPEUTICS INC 76,247 76,247 76,247 76,247 76,247 76,247
NTES 网易 2,668,697 1,663,668 790,807 34,999
TSM 台积电 33,000 11,300 15,520 15,510
INTC 英特尔 28,970 14,300
NVDA 英伟达 6,610 14,054
GLW 康宁 7,700 10,266
GE 通用电气 6,757 6,305 10,043 10,043 10,043 10,043
ZM Zoom Video通讯 9,010
19247G107 COHERENT CORP 4,275 6,417
TXN 德州仪器 4,800
LITEV LUMENTUM HLDGS INC 1,500 3,300
G2124G203 RIDGETECH INC 136
BIDU 百度 170,000 1,641,000
ATAT 亚朵 242,342
46438F101 ISHARES BITCOIN TRUST ETF 35,300
CYD 玉柴国际 70,000
BZ BOSS直聘 576,339 576,339
MCO 穆迪 2,637 2,476 2,888 2,888
MGX METAGENOMI INC 150,699
15236F100 CENTRAIS ELET BRAS SA 25,390
CWAN CLEARWATER ANALYTICS HLDGS I 1,365,971 1,365,971 1,365,971 1,365,971
WNS WNS控股 1,531,466 1,531,466
YMM 满帮 4,066,553
ECX 亿咖通 400,000
YUMCw 百胜中国 292,122
06849F108 BARRICK MNG CORP 25,400 25,400 25,400
DHR 丹纳赫 8,026
JD 京东 4,811,700 2,275,500
SOHU 搜狐 201,432
464286822 ISHARES INC 8,800
EBR CENTRAIS ELET BRAS SA 96,600 63,100
ZTO 中通快递 671,387 671,387
HTHT 华住 237,332
MSCI MSCI明晟 2,128 2,008
XYF 小意科技 50,000
RDGT Ridgetech 20,167 20,167 20,167 20,167 20,167
YY 欢聚时代 34,000
SE Sea Limited 180,050
BEDU 博实乐教育 988,143 988,143 988,143
ENFN Enfusion 4,975,183
LI 理想汽车 620,000 620,000
WB 微博 100,000
UXIN 优信 19,156 19,156 19,156 19,156 19,156
BGNE 百济神州 1,034,306 1,034,306 1,034,306 1,034,306 1,034,306
GOOGL 谷歌A 7,300
EM 怪兽充电 3,949,700 3,949,700 3,949,700
DDL 叮咚买菜 354,500
TCOM 携程 938,842
VNET 世纪互联 53,100 65,100
LSB LAKESHORE BIOPHARMA CO LTD 75,179 75,179
高瓴资本

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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