高瓴资本 2019 Q4 美股持仓列表
持有证券数：54，总市值：80.3（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 |
46,694,629 |
9.9 |
12.28% |
减仓 |
-7.6% |
|
BGNE
|
百济神州 |
5,472,259 |
9.1 |
11.3% |
持平 |
0% |
|
ALGN
|
艾利科技 |
2,353,591 |
6.6 |
8.18% |
加仓 |
+50.3% |
|
TAL
|
好未來 |
11,465,202 |
5.5 |
6.88% |
减仓 |
-19.4% |
|
ZM
|
Zoom Video通讯 |
6,916,078 |
4.7 |
5.86% |
新进 |
— |
|
UBER
|
优步 |
15,501,624 |
4.6 |
5.74% |
加仓 |
+25.8% |
|
BABA
|
阿里巴巴 |
1,979,716 |
4.2 |
5.23% |
减仓 |
-9.1% |
|
JD
|
京东 |
11,905,028 |
4.2 |
5.23% |
减仓 |
-26.1% |
|
ESGR
|
ENSTAR GROUP LIMITED |
1,747,840 |
3.6 |
4.5% |
持平 |
0% |
|
PDD
|
拼多多 |
8,729,366 |
3.3 |
4.11% |
减仓 |
-21.7% |
|
G21515104
|
CHINA BIOLOGIC PRODS HLDGS I |
2,751,200 |
3.2 |
3.99% |
持平 |
0% |
|
BILI
|
哔哩哔哩 |
10,215,355 |
1.9 |
2.37% |
减仓 |
-20.4% |
|
SE
|
Sea Limited |
4,300,000 |
1.7 |
2.15% |
减仓 |
-64% |
|
FGEN
|
Fibrogen |
3,955,787 |
1.7 |
2.11% |
加仓 |
+12.9% |
|
BBIO
|
Bridgebio |
4,388,690 |
1.5 |
1.92% |
持平 |
0% |
|
APLS
|
APLS |
4,678,289 |
1.4 |
1.78% |
持平 |
0% |
|
MDLZ
|
亿滋 |
2,546,564 |
1.4 |
1.75% |
持平 |
0% |
|
926613100
|
VIELA BIO INC |
4,591,176 |
1.2 |
1.55% |
新进 |
— |
|
BPMC
|
BPMC |
1,504,599 |
1.2 |
1.5% |
加仓 |
+0.4% |
|
GOSS
|
GOSS |
5,911,541 |
0.92 |
1.15% |
持平 |
0% |
|
EDU
|
新东方 |
603,208 |
0.73 |
0.91% |
减仓 |
-78.2% |
|
SNAP
|
Snap Inc |
4,465,885 |
0.73 |
0.91% |
持平 |
0% |
|
62857M105
|
MYOKARDIA INC |
975,987 |
0.71 |
0.89% |
持平 |
0% |
|
NXTC
|
NEXTCURE INC |
1,053,570 |
0.59 |
0.74% |
持平 |
0% |
|
53567X101
|
LINE CORP |
1,121,357 |
0.55 |
0.68% |
减仓 |
-7.2% |
|
MLCO
|
新濠博亚娱乐 |
2,197,850 |
0.53 |
0.66% |
减仓 |
-50% |
|
NFLX
|
奈飞 |
136,400 |
0.44 |
0.55% |
减仓 |
-47.7% |
|
BEDU
|
博实乐教育 |
3,985,797 |
0.35 |
0.44% |
持平 |
0% |
|
ARVN
|
ARVN |
855,308 |
0.35 |
0.44% |
持平 |
0% |
|
GMAB
|
Genmab |
1,500,000 |
0.33 |
0.42% |
持平 |
0% |
|
ZLAB
|
再鼎医药 |
798,001 |
0.33 |
0.41% |
持平 |
0% |
|
SDC
|
SMILEDIRECTCLUB INC |
2,898,086 |
0.25 |
0.32% |
减仓 |
-0.9% |
|
GTHX
|
GTHX |
949,431 |
0.25 |
0.31% |
持平 |
0% |
|
MOGU
|
蘑菇街 |
10,446,970 |
0.24 |
0.3% |
持平 |
0% |
|
KNSA
|
Kiniksa |
1,895,888 |
0.21 |
0.26% |
加仓 |
+1.5% |
|
AKRO
|
AKRO |
891,201 |
0.20 |
0.25% |
加仓 |
+18.9% |
|
RGNX
|
REGENXBIO INC |
456,000 |
0.19 |
0.23% |
持平 |
0% |
|
QCOM
|
高通 |
200,000 |
0.18 |
0.22% |
新进 |
— |
|
UXIN
|
优信 |
7,244,341 |
0.16 |
0.2% |
减仓 |
-23.3% |
|
IGMS
|
IGMS |
350,000 |
0.13 |
0.17% |
持平 |
0% |
|
HOOK
|
HOOKIPA PHARMA INC |
943,254 |
0.12 |
0.14% |
持平 |
0% |
|
28249H104
|
EIDOS THERAPEUTICS INC |
178,600 |
0.10 |
0.13% |
持平 |
0% |
|
SOHU
|
搜狐 |
802,034 |
0.09 |
0.11% |
持平 |
0% |
|
16949A206
|
CHINA JO-JO DRUGSTORES INC |
4,840,000 |
0.09 |
0.11% |
持平 |
0% |
|
MRUS
|
MERUS N V |
600,000 |
0.08 |
0.11% |
新进 |
— |
|
ARGX
|
argenx |
50,000 |
0.08 |
0.1% |
新进 |
— |
|
RCUS
|
RCUS |
767,128 |
0.08 |
0.1% |
持平 |
0% |
|
AMG
|
AMG |
71,345 |
0.06 |
0.08% |
新进 |
— |
|
TXG
|
10X GENOMICS INC |
75,000 |
0.06 |
0.07% |
持平 |
0% |
|
TCRR
|
TCR2 THERAPEUTICS INC |
322,903 |
0.05 |
0.06% |
持平 |
0% |
|
15117P102
|
CELLULAR BIOMEDICINE GROUP I |
235,214 |
0.04 |
0.05% |
持平 |
0% |
|
CIHHV
|
CHINA INDEX HLDGS LTD |
300,000 |
0.01 |
0.01% |
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% |
持平 |
0% |
|
META
|
Meta |
— |
— |
— |
清仓 |
-100% |
|
AMZN
|
亚马逊 |
— |
— |
— |
清仓 |
-100% |
|
CVETV
|
COVETRUS INC |
— |
— |
— |
清仓 |
-100% |
|
MOMO
|
MOMO INC |
— |
— |
— |
清仓 |
-100% |
|
TSLA
|
特斯拉 |
— |
— |
— |
清仓 |
-100% |
|
AAPL
|
苹果 |
— |
— |
— |
清仓 |
-100% |
|
SQ
|
Block |
— |
— |
— |
清仓 |
-100% |
|
NIO
|
蔚來 |
— |
— |
— |
清仓 |
-100% |
|
HTHT
|
华住 |
— |
— |
— |
清仓 |
-100% |
|
MELI
|
MELI |
— |
— |
— |
清仓 |
-100% |
|
MRNA
|
Moderna |
— |
— |
— |
清仓 |
-100% |
|
NOAH
|
诺亚财富 |
— |
— |
— |
清仓 |
-100% |
|
31680Q104
|
58 COM INC |
— |
— |
— |
清仓 |
-100% |
|
210373106
|
CONSTELLATION PHARMCETICLS I |
— |
— |
— |
清仓 |
-100% |
|
GSAHWS
|
GS ACQUISITION HLDGS CORP |
— |
— |
— |
清仓 |
-100% |
|
64050Y100
|
NEON THERAPEUTICS INC |
— |
— |
— |
清仓 |
-100% |