高瓴资本 2020 Q2 美股持仓列表
持有证券数：74，总市值：109（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
ZM
|
Zoom Video通讯 |
6,856,980 |
17.4 |
15.89% |
加仓 |
+10.7% |
|
IQ
|
爱奇艺 |
46,694,629 |
10.8 |
9.9% |
持平 |
0% |
|
BGNE
|
百济神州 |
5,472,259 |
10.3 |
9.42% |
持平 |
0% |
|
BABA
|
阿里巴巴 |
3,930,086 |
8.5 |
7.75% |
加仓 |
+98.5% |
|
PDD
|
拼多多 |
9,863,866 |
8.5 |
7.74% |
加仓 |
+13% |
|
UBER
|
优步 |
19,260,700 |
6.0 |
5.47% |
持平 |
0% |
|
TAL
|
好未來 |
7,906,041 |
5.4 |
4.94% |
加仓 |
+5.3% |
|
JD
|
京东 |
7,810,402 |
4.7 |
4.3% |
减仓 |
-34.4% |
|
BILI
|
哔哩哔哩 |
9,102,063 |
4.2 |
3.85% |
减仓 |
-10.9% |
|
G21515104
|
CHINA BIOLOGIC PRODS HLDGS I |
2,962,076 |
3.0 |
2.77% |
加仓 |
+7.7% |
|
ESGR
|
ENSTAR GROUP LIMITED |
1,747,840 |
2.7 |
2.44% |
持平 |
0% |
|
ALGN
|
艾利科技 |
790,365 |
2.2 |
1.98% |
减仓 |
-25.9% |
|
APLS
|
APLS |
5,028,289 |
1.6 |
1.5% |
持平 |
0% |
|
FGEN
|
Fibrogen |
3,955,787 |
1.6 |
1.47% |
持平 |
0% |
|
BBIO
|
Bridgebio |
4,711,604 |
1.5 |
1.4% |
持平 |
0% |
|
TSLA
|
特斯拉 |
130,378 |
1.4 |
1.29% |
持平 |
0% |
|
CRM
|
Salesforce |
709,495 |
1.3 |
1.21% |
加仓 |
+28.9% |
|
ZTO
|
中通快递 |
3,433,592 |
1.3 |
1.15% |
持平 |
0% |
|
MDLZ
|
亿滋 |
2,431,164 |
1.2 |
1.14% |
减仓 |
-4.5% |
|
926613100
|
VIELA BIO INC |
2,815,868 |
1.2 |
1.12% |
减仓 |
-38.7% |
|
VIPS
|
唯品会 |
5,477,392 |
1.1 |
1% |
减仓 |
-22.3% |
|
BPMC
|
BPMC |
1,364,631 |
1.1 |
0.97% |
减仓 |
-15.4% |
|
ARGX
|
argenx |
470,000 |
1.1 |
0.97% |
加仓 |
+840% |
|
GOSS
|
GOSS |
7,420,974 |
0.96 |
0.88% |
加仓 |
+25.5% |
|
BEAM
|
BEAM |
2,966,403 |
0.83 |
0.76% |
持平 |
0% |
|
62857M105
|
MYOKARDIA INC |
690,658 |
0.67 |
0.61% |
减仓 |
-29.2% |
|
SE
|
Sea Limited |
598,489 |
0.64 |
0.59% |
减仓 |
-52.1% |
|
TSM
|
台积电 |
1,100,495 |
0.62 |
0.57% |
新进 |
— |
|
KNSA
|
Kiniksa |
2,443,833 |
0.62 |
0.57% |
加仓 |
+28.9% |
|
GMAB
|
Genmab |
1,500,000 |
0.51 |
0.46% |
持平 |
0% |
|
OTISw
|
奥的斯 |
614,556 |
0.35 |
0.32% |
新进 |
— |
|
ALLO
|
ALLO |
800,000 |
0.34 |
0.31% |
新进 |
— |
|
53567X101
|
LINE CORP |
676,211 |
0.34 |
0.31% |
减仓 |
-22.4% |
|
ZLAB
|
再鼎医药 |
400,000 |
0.33 |
0.3% |
减仓 |
-27.6% |
|
BEDU
|
博实乐教育 |
3,985,797 |
0.31 |
0.29% |
持平 |
0% |
|
LEGN
|
传奇生物 |
650,000 |
0.28 |
0.25% |
新进 |
— |
|
NVAX
|
诺瓦瓦克斯 |
326,038 |
0.27 |
0.25% |
新进 |
— |
|
MLCO
|
新濠博亚娱乐 |
1,698,877 |
0.26 |
0.24% |
减仓 |
-22.7% |
|
AKRO
|
AKRO |
1,056,673 |
0.26 |
0.24% |
加仓 |
+18.6% |
|
IGMS
|
IGMS |
350,000 |
0.26 |
0.23% |
持平 |
0% |
|
AMG
|
AMG |
335,073 |
0.25 |
0.23% |
加仓 |
+9.3% |
|
ADCT
|
ADC THERAPEUTICS SA |
500,000 |
0.23 |
0.21% |
新进 |
— |
|
FMTX
|
FMTX |
500,000 |
0.23 |
0.21% |
新进 |
— |
|
GTHX
|
GTHX |
949,431 |
0.23 |
0.21% |
持平 |
0% |
|
YY
|
欢聚时代 |
239,476 |
0.21 |
0.19% |
新进 |
— |
|
ARVN
|
ARVN |
625,000 |
0.21 |
0.19% |
减仓 |
-26.9% |
|
MOGU
|
蘑菇街 |
10,446,970 |
0.19 |
0.17% |
持平 |
0% |
|
RGNX
|
REGENXBIO INC |
456,000 |
0.17 |
0.15% |
持平 |
0% |
|
RCUS
|
RCUS |
625,000 |
0.15 |
0.14% |
减仓 |
-18.5% |
|
NXTC
|
NEXTCURE INC |
638,307 |
0.14 |
0.13% |
减仓 |
-39.4% |
|
RNA
|
RNA |
425,000 |
0.12 |
0.11% |
新进 |
— |
|
400110102
|
GRUBHUB INC |
169,386 |
0.12 |
0.11% |
持平 |
0% |
|
HOOK
|
HOOKIPA PHARMA INC |
943,254 |
0.11 |
0.1% |
持平 |
0% |
|
BNR
|
燃石医学 |
400,000 |
0.11 |
0.1% |
新进 |
— |
|
MRUS
|
MERUS N V |
600,000 |
0.10 |
0.09% |
持平 |
0% |
|
28249H104
|
EIDOS THERAPEUTICS INC |
178,600 |
0.09 |
0.08% |
持平 |
0% |
|
CALT
|
CALLIDITAS THERAPEUTICS AB |
350,000 |
0.08 |
0.07% |
新进 |
— |
|
LPTX
|
LEAP THERAPEUTICS INC |
3,604,040 |
0.08 |
0.07% |
新进 |
— |
|
SOHU
|
搜狐 |
802,034 |
0.07 |
0.07% |
持平 |
0% |
|
PASG
|
PASG |
250,616 |
0.07 |
0.06% |
持平 |
0% |
|
TXG
|
10X GENOMICS INC |
75,000 |
0.07 |
0.06% |
持平 |
0% |
|
16949A206
|
CHINA JO-JO DRUGSTORES INC |
4,840,000 |
0.07 |
0.06% |
持平 |
0% |
|
KDP
|
Keurig Dr Pepper |
211,556 |
0.06 |
0.05% |
新进 |
— |
|
GDS
|
万国数据 |
66,700 |
0.05 |
0.05% |
新进 |
— |
|
TCRR
|
TCR2 THERAPEUTICS INC |
322,903 |
0.05 |
0.05% |
持平 |
0% |
|
HTHT
|
华住 |
128,786 |
0.05 |
0.04% |
新进 |
— |
|
UXIN
|
优信 |
2,996,543 |
0.04 |
0.04% |
减仓 |
-58.6% |
|
15117P102
|
CELLULAR BIOMEDICINE GROUP I |
235,214 |
0.04 |
0.03% |
持平 |
0% |
|
CVETV
|
COVETRUS INC |
155,124 |
0.03 |
0.03% |
持平 |
0% |
|
API
|
声网 |
30,050 |
0.01 |
0.01% |
新进 |
— |
|
NEW
|
朴新教育 |
126,145 |
0.01 |
0.01% |
持平 |
0% |
|
CIHHV
|
CHINA INDEX HLDGS LTD |
300,000 |
0.01 |
0.01% |
持平 |
0% |
|
MREO
|
MREO |
124,970 |
0.00 |
0% |
新进 |
— |
|
SFUN
|
房天下 |
30,000 |
0.00 |
0% |
新进 |
— |
|
SNAP
|
Snap Inc |
— |
— |
— |
清仓 |
-100% |
|
SDC
|
SMILEDIRECTCLUB INC |
— |
— |
— |
清仓 |
-100% |
|
NVDA
|
英伟达 |
— |
— |
— |
清仓 |
-100% |
|
30711Y201
|
FANG HLDGS LTD |
— |
— |
— |
清仓 |
-100% |