高瓴资本 2019 Q1 美股持仓列表
持有证券数：30，总市值：35.9（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
BGNE
|
百济神州 |
4,437,953 |
5.9 |
16.32% |
持平 |
0% |
|
JD
|
京东 |
15,041,243 |
4.5 |
12.63% |
持平 |
0% |
|
TAL
|
好未來 |
11,410,453 |
4.1 |
11.47% |
加仓 |
+52.6% |
|
IQ
|
爱奇艺 |
12,557,488 |
3.0 |
8.37% |
加仓 |
+1008.5% |
|
BABA
|
阿里巴巴 |
1,411,830 |
2.6 |
7.18% |
持平 |
0% |
|
G21515104
|
CHINA BIOLOGIC PRODS HLDGS I |
2,751,200 |
2.5 |
6.99% |
持平 |
0% |
|
META
|
Meta |
1,179,600 |
2.0 |
5.48% |
新进 |
— |
|
MDLZ
|
亿滋 |
3,014,473 |
1.5 |
4.19% |
减仓 |
-14.6% |
|
BPMC
|
BPMC |
1,498,516 |
1.2 |
3.34% |
加仓 |
+4.7% |
|
FGEN
|
Fibrogen |
2,003,287 |
1.1 |
3.03% |
持平 |
0% |
|
SE
|
Sea Limited |
4,300,000 |
1.0 |
2.82% |
新进 |
— |
|
MLCO
|
新濠博亚娱乐 |
4,395,700 |
0.99 |
2.77% |
加仓 |
+16928.4% |
|
ESGR
|
ENSTAR GROUP LIMITED |
543,487 |
0.95 |
2.63% |
新进 |
— |
|
PDD
|
拼多多 |
3,132,096 |
0.78 |
2.16% |
加仓 |
+81% |
|
BILI
|
哔哩哔哩 |
3,452,231 |
0.65 |
1.82% |
加仓 |
+58.5% |
|
62857M105
|
MYOKARDIA INC |
975,987 |
0.51 |
1.41% |
加仓 |
+13.7% |
|
APLS
|
APLS |
2,579,708 |
0.50 |
1.4% |
加仓 |
+15.7% |
|
53567X101
|
LINE CORP |
1,207,763 |
0.43 |
1.18% |
持平 |
0% |
|
BEDU
|
博实乐教育 |
3,985,797 |
0.41 |
1.15% |
持平 |
0% |
|
KNSA
|
Kiniksa |
1,835,888 |
0.33 |
0.92% |
加仓 |
+32.2% |
|
TME
|
腾讯音乐 |
1,470,491 |
0.27 |
0.74% |
持平 |
0% |
|
GOSS
|
GOSS |
937,500 |
0.20 |
0.57% |
新进 |
— |
|
GTHX
|
GTHX |
949,431 |
0.16 |
0.44% |
持平 |
0% |
|
SOHU
|
搜狐 |
802,034 |
0.13 |
0.37% |
持平 |
0% |
|
ARVN
|
ARVN |
625,000 |
0.09 |
0.26% |
持平 |
0% |
|
RCUS
|
RCUS |
425,000 |
0.05 |
0.15% |
持平 |
0% |
|
28249H104
|
EIDOS THERAPEUTICS INC |
178,600 |
0.04 |
0.12% |
持平 |
0% |
|
30711Y102
|
FANG HLDGS LTD |
1,500,000 |
0.02 |
0.06% |
持平 |
0% |
|
NEW
|
朴新教育 |
126,145 |
0.01 |
0.02% |
减仓 |
-74.3% |
|
EDU
|
新东方 |
2,800 |
0.00 |
0.01% |
新进 |
— |
|
31680Q104
|
58 COM INC |
— |
— |
— |
清仓 |
-100% |
|
45174L108
|
IKANG HEALTHCARE GROUP INC |
— |
— |
— |
清仓 |
-100% |
|
SNAP
|
Snap Inc |
— |
— |
— |
清仓 |
-100% |
|
548862101
|
LOXO ONCOLOGY INC |
— |
— |
— |
清仓 |
-100% |
|
98426T106
|
YY INC |
— |
— |
— |
清仓 |
-100% |
|
74373B109
|
PROTEOSTASIS THERAPEUTICS IN |
— |
— |
— |
清仓 |
-100% |
|
64050Y100
|
NEON THERAPEUTICS INC |
— |
— |
— |
清仓 |
-100% |