高瓴资本 2019 Q3 美股持仓列表
持有证券数：64，总市值：72.7（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
IQ
|
爱奇艺 |
50,516,188 |
8.1 |
11.2% |
加仓 |
+248.1% |
|
BGNE
|
百济神州 |
5,472,259 |
6.7 |
9.21% |
加仓 |
+23.3% |
|
TAL
|
好未來 |
14,227,551 |
4.9 |
6.7% |
加仓 |
+24.7% |
|
JD
|
京东 |
16,119,769 |
4.5 |
6.25% |
加仓 |
+2.3% |
|
UBER
|
优步 |
12,326,519 |
3.8 |
5.16% |
新进 |
— |
|
SE
|
Sea Limited |
11,957,037 |
3.7 |
5.09% |
加仓 |
+178.1% |
|
BABA
|
阿里巴巴 |
2,178,468 |
3.6 |
5.01% |
加仓 |
+54.3% |
|
PDD
|
拼多多 |
11,146,615 |
3.6 |
4.94% |
加仓 |
+54.9% |
|
ESGR
|
ENSTAR GROUP LIMITED |
1,747,840 |
3.3 |
4.56% |
加仓 |
+221.6% |
|
G21515104
|
CHINA BIOLOGIC PRODS HLDGS I |
2,751,200 |
3.1 |
4.33% |
持平 |
0% |
|
EDU
|
新东方 |
2,761,282 |
3.1 |
4.2% |
加仓 |
+62.2% |
|
ALGN
|
艾利科技 |
1,565,500 |
2.8 |
3.89% |
新进 |
— |
|
META
|
Meta |
1,280,763 |
2.3 |
3.14% |
加仓 |
+8.6% |
|
BILI
|
哔哩哔哩 |
12,832,876 |
1.8 |
2.49% |
加仓 |
+58.6% |
|
MDLZ
|
亿滋 |
2,546,564 |
1.4 |
1.94% |
持平 |
0% |
|
FGEN
|
Fibrogen |
3,503,287 |
1.3 |
1.78% |
加仓 |
+28.6% |
|
APLS
|
APLS |
4,678,289 |
1.1 |
1.55% |
加仓 |
+81.3% |
|
BPMC
|
BPMC |
1,498,516 |
1.1 |
1.51% |
持平 |
0% |
|
GOSS
|
GOSS |
5,911,541 |
0.99 |
1.36% |
加仓 |
+530.6% |
|
BBIO
|
Bridgebio |
4,388,690 |
0.94 |
1.3% |
加仓 |
+86.5% |
|
MLCO
|
新濠博亚娱乐 |
4,395,700 |
0.85 |
1.17% |
持平 |
0% |
|
AMZN
|
亚马逊 |
48,456 |
0.84 |
1.16% |
新进 |
— |
|
SNAP
|
Snap Inc |
4,465,885 |
0.71 |
0.97% |
持平 |
0% |
|
NFLX
|
奈飞 |
261,002 |
0.70 |
0.96% |
新进 |
— |
|
62857M105
|
MYOKARDIA INC |
975,987 |
0.51 |
0.7% |
持平 |
0% |
|
CVETV
|
COVETRUS INC |
3,958,198 |
0.47 |
0.65% |
新进 |
— |
|
53567X101
|
LINE CORP |
1,207,763 |
0.43 |
0.6% |
持平 |
0% |
|
MOMO
|
MOMO INC |
1,385,000 |
0.43 |
0.59% |
加仓 |
+43% |
|
TSLA
|
特斯拉 |
171,400 |
0.41 |
0.57% |
减仓 |
-67.1% |
|
SDC
|
SMILEDIRECTCLUB INC |
2,923,086 |
0.41 |
0.56% |
新进 |
— |
|
BEDU
|
博实乐教育 |
3,985,797 |
0.39 |
0.53% |
持平 |
0% |
|
NXTC
|
NEXTCURE INC |
1,053,570 |
0.33 |
0.45% |
加仓 |
+1304.8% |
|
GMAB
|
Genmab |
1,500,000 |
0.30 |
0.42% |
新进 |
— |
|
AAPL
|
苹果 |
127,759 |
0.29 |
0.39% |
新进 |
— |
|
SQ
|
Block |
428,675 |
0.27 |
0.37% |
新进 |
— |
|
MOGU
|
蘑菇街 |
10,446,970 |
0.26 |
0.36% |
加仓 |
+100% |
|
ZLAB
|
再鼎医药 |
798,001 |
0.26 |
0.35% |
新进 |
— |
|
UXIN
|
优信 |
9,439,181 |
0.23 |
0.32% |
新进 |
— |
|
GTHX
|
GTHX |
949,431 |
0.22 |
0.3% |
持平 |
0% |
|
NIO
|
蔚來 |
13,368,900 |
0.21 |
0.29% |
新进 |
— |
|
HTHT
|
华住 |
611,490 |
0.20 |
0.28% |
新进 |
— |
|
ARVN
|
ARVN |
855,308 |
0.18 |
0.25% |
加仓 |
+36.8% |
|
MELI
|
MELI |
32,600 |
0.18 |
0.25% |
新进 |
— |
|
AKRO
|
AKRO |
749,424 |
0.17 |
0.23% |
加仓 |
+76.3% |
|
RGNX
|
REGENXBIO INC |
456,000 |
0.16 |
0.22% |
加仓 |
+121.4% |
|
KNSA
|
Kiniksa |
1,867,622 |
0.16 |
0.22% |
加仓 |
+1.7% |
|
MRNA
|
Moderna |
978,434 |
0.16 |
0.21% |
新进 |
— |
|
NOAH
|
诺亚财富 |
481,220 |
0.14 |
0.19% |
新进 |
— |
|
SOHU
|
搜狐 |
802,034 |
0.08 |
0.11% |
持平 |
0% |
|
HOOK
|
HOOKIPA PHARMA INC |
943,254 |
0.07 |
0.1% |
加仓 |
+230.1% |
|
RCUS
|
RCUS |
767,128 |
0.07 |
0.1% |
加仓 |
+80.5% |
|
28249H104
|
EIDOS THERAPEUTICS INC |
178,600 |
0.06 |
0.09% |
持平 |
0% |
|
IGMS
|
IGMS |
350,000 |
0.06 |
0.09% |
新进 |
— |
|
16949A206
|
CHINA JO-JO DRUGSTORES INC |
4,840,000 |
0.06 |
0.08% |
新进 |
— |
|
TCRR
|
TCR2 THERAPEUTICS INC |
322,903 |
0.05 |
0.07% |
新进 |
— |
|
TXG
|
10X GENOMICS INC |
75,000 |
0.04 |
0.05% |
新进 |
— |
|
15117P102
|
CELLULAR BIOMEDICINE GROUP I |
235,214 |
0.03 |
0.05% |
新进 |
— |
|
31680Q104
|
58 COM INC |
57,964 |
0.03 |
0.04% |
减仓 |
-97.5% |
|
210373106
|
CONSTELLATION PHARMCETICLS I |
246,883 |
0.02 |
0.02% |
新进 |
— |
|
CIHHV
|
CHINA INDEX HLDGS LTD |
300,000 |
0.01 |
0.02% |
持平 |
0% |
|
NEW
|
朴新教育 |
126,145 |
0.01 |
0.01% |
持平 |
0% |
|
30711Y201
|
FANG HLDGS LTD |
300,000 |
0.01 |
0.01% |
新进 |
— |
|
GSAHWS
|
GS ACQUISITION HLDGS CORP |
333,333 |
0.00 |
0.01% |
新进 |
— |
|
64050Y100
|
NEON THERAPEUTICS INC |
60,000 |
0.00 |
0% |
新进 |
— |
|
TME
|
腾讯音乐 |
— |
— |
— |
清仓 |
-100% |
|
ZM
|
Zoom Video通讯 |
— |
— |
— |
清仓 |
-100% |
|
BYND
|
BEYOND MEAT INC |
— |
— |
— |
清仓 |
-100% |
|
30711Y102
|
FANG HLDGS LTD |
— |
— |
— |
清仓 |
-100% |