高瓴资本 2019 Q2 美股持仓列表
持有证券数：43，总市值：44.7（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 |
5.5 |
12.3% |
持平 |
0% |
|
JD
|
京东 |
15,750,469 |
4.8 |
10.67% |
加仓 |
+4.7% |
|
TAL
|
好未來 |
11,410,453 |
4.3 |
9.72% |
持平 |
0% |
|
IQ
|
爱奇艺 |
14,510,018 |
3.0 |
6.7% |
加仓 |
+15.5% |
|
G21515104
|
CHINA BIOLOGIC PRODS HLDGS I |
2,751,200 |
2.6 |
5.86% |
持平 |
0% |
|
BABA
|
阿里巴巴 |
1,411,830 |
2.4 |
5.35% |
持平 |
0% |
|
META
|
Meta |
1,179,600 |
2.3 |
5.09% |
持平 |
0% |
|
EDU
|
新东方 |
1,702,534 |
1.6 |
3.68% |
加仓 |
+60704.8% |
|
PDD
|
拼多多 |
7,197,978 |
1.5 |
3.32% |
加仓 |
+129.8% |
|
31680Q104
|
58 COM INC |
2,360,742 |
1.5 |
3.28% |
新进 |
— |
|
SE
|
Sea Limited |
4,300,000 |
1.4 |
3.19% |
持平 |
0% |
|
BPMC
|
BPMC |
1,498,516 |
1.4 |
3.16% |
持平 |
0% |
|
MDLZ
|
亿滋 |
2,546,564 |
1.4 |
3.07% |
减仓 |
-15.5% |
|
BILI
|
哔哩哔哩 |
8,090,463 |
1.3 |
2.94% |
加仓 |
+134.4% |
|
FGEN
|
Fibrogen |
2,724,519 |
1.2 |
2.75% |
加仓 |
+36% |
|
TSLA
|
特斯拉 |
520,580 |
1.2 |
2.6% |
新进 |
— |
|
MLCO
|
新濠博亚娱乐 |
4,395,700 |
0.95 |
2.13% |
持平 |
0% |
|
ESGR
|
ENSTAR GROUP LIMITED |
543,487 |
0.95 |
2.12% |
持平 |
0% |
|
APLS
|
APLS |
2,579,708 |
0.65 |
1.46% |
持平 |
0% |
|
SNAP
|
Snap Inc |
4,465,885 |
0.64 |
1.43% |
新进 |
— |
|
BBIO
|
Bridgebio |
2,352,900 |
0.63 |
1.42% |
新进 |
— |
|
62857M105
|
MYOKARDIA INC |
975,987 |
0.49 |
1.09% |
持平 |
0% |
|
BEDU
|
博实乐教育 |
3,985,797 |
0.36 |
0.81% |
持平 |
0% |
|
MOMO
|
MOMO INC |
968,693 |
0.35 |
0.78% |
新进 |
— |
|
53567X101
|
LINE CORP |
1,207,763 |
0.34 |
0.76% |
持平 |
0% |
|
GTHX
|
GTHX |
949,431 |
0.29 |
0.65% |
持平 |
0% |
|
KNSA
|
Kiniksa |
1,835,888 |
0.25 |
0.56% |
持平 |
0% |
|
TME
|
腾讯音乐 |
1,470,491 |
0.22 |
0.49% |
持平 |
0% |
|
GOSS
|
GOSS |
937,500 |
0.21 |
0.46% |
持平 |
0% |
|
ZM
|
Zoom Video通讯 |
225,000 |
0.20 |
0.45% |
新进 |
— |
|
MOGU
|
蘑菇街 |
5,223,485 |
0.15 |
0.33% |
新进 |
— |
|
ARVN
|
ARVN |
625,000 |
0.14 |
0.31% |
持平 |
0% |
|
SOHU
|
搜狐 |
802,034 |
0.11 |
0.25% |
持平 |
0% |
|
RGNX
|
REGENXBIO INC |
206,000 |
0.11 |
0.24% |
新进 |
— |
|
AKRO
|
AKRO |
425,000 |
0.08 |
0.18% |
新进 |
— |
|
28249H104
|
EIDOS THERAPEUTICS INC |
178,600 |
0.06 |
0.12% |
持平 |
0% |
|
RCUS
|
RCUS |
425,000 |
0.03 |
0.08% |
持平 |
0% |
|
BYND
|
BEYOND MEAT INC |
15,000 |
0.02 |
0.05% |
新进 |
— |
|
HOOK
|
HOOKIPA PHARMA INC |
285,714 |
0.02 |
0.04% |
新进 |
— |
|
NXTC
|
NEXTCURE INC |
75,000 |
0.01 |
0.03% |
新进 |
— |
|
CIHHV
|
CHINA INDEX HLDGS LTD |
300,000 |
0.01 |
0.02% |
新进 |
— |
|
30711Y102
|
FANG HLDGS LTD |
1,500,000 |
0.01 |
0.02% |
持平 |
0% |
|
NEW
|
朴新教育 |
126,145 |
0.01 |
0.02% |
持平 |
0% |