高瓴资本 2021 Q4 美股持仓列表
持有证券数：76，总市值：64.7（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 |
5,472,259 |
14.8 |
22.91% |
持平 |
0% |
|
ONON
|
昂跑 |
15,973,750 |
6.0 |
9.33% |
持平 |
0% |
|
LEGN
|
传奇生物 |
11,804,925 |
5.5 |
8.5% |
加仓 |
+6.8% |
|
CRM
|
Salesforce |
1,929,876 |
4.9 |
7.58% |
加仓 |
+53.9% |
|
IMAB
|
天境生物 |
7,182,850 |
3.4 |
5.26% |
持平 |
0% |
|
JD
|
京东 |
4,767,307 |
3.3 |
5.16% |
持平 |
0% |
|
SE
|
Sea Limited |
1,237,800 |
2.8 |
4.28% |
加仓 |
+275.1% |
|
DASH
|
Doordash |
1,296,300 |
1.9 |
2.98% |
加仓 |
+8.4% |
|
IQ
|
爱奇艺 |
38,648,477 |
1.8 |
2.72% |
持平 |
0% |
|
LI
|
理想汽车 |
5,007,300 |
1.6 |
2.48% |
加仓 |
+363.6% |
|
CTKB
|
Cytek |
8,757,030 |
1.4 |
2.21% |
持平 |
0% |
|
MDLZ
|
亿滋 |
1,862,164 |
1.2 |
1.91% |
持平 |
0% |
|
ENFN
|
Enfusion |
4,975,183 |
1.0 |
1.61% |
新进 |
— |
|
BEKE
|
贝壳 |
5,012,100 |
1.0 |
1.56% |
持平 |
0% |
|
BBIO
|
Bridgebio |
5,362,014 |
0.89 |
1.38% |
持平 |
0% |
|
YSG
|
逸仙电商 |
40,451,713 |
0.87 |
1.34% |
加仓 |
+16031.4% |
|
GOSS
|
GOSS |
7,420,974 |
0.84 |
1.3% |
持平 |
0% |
|
VIPS
|
唯品会 |
8,963,752 |
0.75 |
1.16% |
持平 |
0% |
|
ERAS
|
Erasca |
4,722,221 |
0.74 |
1.14% |
持平 |
0% |
|
CPNG
|
Coupang |
2,425,200 |
0.71 |
1.1% |
加仓 |
+11.2% |
|
PLTK
|
PlayTika |
3,280,699 |
0.57 |
0.88% |
持平 |
0% |
|
AMG
|
AMG |
335,073 |
0.55 |
0.85% |
持平 |
0% |
|
AMZN
|
亚马逊 |
15,000 |
0.50 |
0.77% |
新进 |
— |
|
UBER
|
优步 |
1,114,000 |
0.47 |
0.72% |
持平 |
0% |
|
TSM
|
台积电 |
360,495 |
0.43 |
0.67% |
持平 |
0% |
|
TNGX
|
TANGO THERAPEUTICS INC |
3,873,982 |
0.42 |
0.65% |
减仓 |
-11.4% |
|
ARGX
|
argenx |
120,000 |
0.42 |
0.65% |
持平 |
0% |
|
TIL
|
INSTIL BIO INC17.11 |
2,385,457 |
0.41 |
0.63% |
持平 |
0% |
|
KNSA
|
Kiniksa |
2,920,023 |
0.34 |
0.53% |
持平 |
0% |
|
XPEV
|
小鹏汽车 |
666,500 |
0.34 |
0.52% |
加仓 |
+455.4% |
|
AKRO
|
AKRO |
1,359,152 |
0.29 |
0.44% |
减仓 |
-11.8% |
|
ALGS
|
Aligos |
2,365,064 |
0.28 |
0.43% |
持平 |
0% |
|
MCG
|
MEMBERSHIP COLLECTIVE GROUP |
2,009,509 |
0.26 |
0.4% |
减仓 |
-45.8% |
|
ABNB
|
爱彼迎 |
148,760 |
0.25 |
0.38% |
持平 |
0% |
|
HTHT
|
华住 |
578,902 |
0.22 |
0.33% |
持平 |
0% |
|
SNOW
|
Showflake |
63,000 |
0.21 |
0.33% |
持平 |
0% |
|
ACMR
|
ACM Research |
223,585 |
0.19 |
0.29% |
持平 |
0% |
|
BZ
|
BOSS直聘 |
525,000 |
0.18 |
0.28% |
减仓 |
-50% |
|
MLCO
|
新濠博亚娱乐 |
1,698,877 |
0.17 |
0.27% |
持平 |
0% |
|
FMTX
|
FMTX |
1,100,000 |
0.16 |
0.24% |
持平 |
0% |
|
RGNX
|
REGENXBIO INC |
456,000 |
0.15 |
0.23% |
持平 |
0% |
|
SOHU
|
搜狐 |
802,034 |
0.13 |
0.2% |
持平 |
0% |
|
PDD
|
拼多多 |
213,000 |
0.12 |
0.19% |
减仓 |
-92.4% |
|
ALLO
|
ALLO |
800,000 |
0.12 |
0.18% |
持平 |
0% |
|
DYN
|
DYN |
1,000,000 |
0.12 |
0.18% |
持平 |
0% |
|
TALS
|
TALARIS THERAPEUTICS INC |
761,885 |
0.12 |
0.18% |
持平 |
0% |
|
NIO
|
蔚來 |
350,000 |
0.11 |
0.17% |
减仓 |
-59.3% |
|
TUYA
|
涂鸦智能 |
1,689,359 |
0.11 |
0.16% |
持平 |
0% |
|
ADCT
|
ADC THERAPEUTICS SA |
500,000 |
0.10 |
0.16% |
持平 |
0% |
|
IPSC
|
CENTURY THERAPEUTICS INC |
614,095 |
0.10 |
0.15% |
持平 |
0% |
|
IMCR
|
IMMUNOCORE HLDGS PLC |
277,754 |
0.10 |
0.15% |
持平 |
0% |
|
RLYB
|
RALLYBIO CORP |
903,673 |
0.09 |
0.13% |
持平 |
0% |
|
PYXS
|
Pyxis Oncology |
764,406 |
0.08 |
0.13% |
新进 |
— |
|
ROOT
|
ROOT INC |
2,600,000 |
0.08 |
0.12% |
持平 |
0% |
|
RXDX
|
PROMETHEUS BIOSCIENCES INC |
200,000 |
0.08 |
0.12% |
持平 |
0% |
|
HIPO
|
HIPPO HLDGS INC |
2,771,691 |
0.08 |
0.12% |
持平 |
0% |
|
SRZN
|
SURROZEN INC |
1,200,000 |
0.08 |
0.12% |
持平 |
0% |
|
PRLD
|
PRLD |
583,333 |
0.07 |
0.11% |
持平 |
0% |
|
ZTO
|
中通快递 |
256,453 |
0.07 |
0.11% |
持平 |
0% |
|
PATH
|
UIPATH INC |
150,000 |
0.06 |
0.1% |
持平 |
0% |
|
DSGN
|
DESIGN THERAPEUTICS INC |
280,991 |
0.06 |
0.09% |
持平 |
0% |
|
EM
|
怪兽充电 |
4,080,000 |
0.06 |
0.09% |
持平 |
0% |
|
TCRX
|
TSCAN THERAPEUTICS INC |
1,282,976 |
0.06 |
0.09% |
持平 |
0% |
|
MREO
|
MREO |
2,976,121 |
0.05 |
0.07% |
持平 |
0% |
|
BEDU
|
博实乐教育 |
3,985,797 |
0.05 |
0.07% |
持平 |
0% |
|
MOGU
|
蘑菇街 |
10,446,970 |
0.04 |
0.06% |
持平 |
0% |
|
UXIN
|
优信 |
2,297,318 |
0.04 |
0.06% |
持平 |
0% |
|
DNUT
|
KRISPY KREME INC |
188,638 |
0.04 |
0.06% |
持平 |
0% |
|
MNSO
|
名创优品 |
252,322 |
0.03 |
0.04% |
持平 |
0% |
|
COIN
|
Coinbase Global |
10,000 |
0.03 |
0.04% |
减仓 |
-85.7% |
|
CCCS
|
CCC INTELLIGENT SOLUTIONS HL |
200,000 |
0.02 |
0.04% |
持平 |
0% |
|
CJJD
|
九洲大药房 |
4,840,000 |
0.02 |
0.03% |
持平 |
0% |
|
SFUN
|
房天下 |
327,720 |
0.01 |
0.02% |
持平 |
0% |
|
LEAP.U
|
RIBBIT LEAP LTD |
50,000 |
0.00 |
0.01% |
持平 |
0% |
|
SRZNW
|
SURROZEN INC |
399,999 |
0.00 |
0.01% |
持平 |
0% |
|
CIHHV
|
CHINA INDEX HLDGS LTD |
300,000 |
0.00 |
0% |
持平 |
0% |
|
BEAM
|
BEAM |
— |
— |
— |
清仓 |
-100% |
|
BABA
|
阿里巴巴 |
— |
— |
— |
清仓 |
-100% |
|
ILMN
|
lllumina |
— |
— |
— |
清仓 |
-100% |
|
BILI
|
哔哩哔哩 |
— |
— |
— |
清仓 |
-100% |
|
LYEL
|
LYELL IMMUNOPHARMA INC |
— |
— |
— |
清仓 |
-100% |
|
PACB
|
Pacific Biosciences |
— |
— |
— |
清仓 |
-100% |
|
KDP
|
Keurig Dr Pepper |
— |
— |
— |
清仓 |
-100% |
|
AMD
|
AMD |
— |
— |
— |
清仓 |
-100% |
|
KRON
|
KRONOS BIO INC |
— |
— |
— |
清仓 |
-100% |
|
CVETV
|
COVETRUS INC |
— |
— |
— |
清仓 |
-100% |
|
CDAK
|
CODIAK BIOSCIENCES INC |
— |
— |
— |
清仓 |
-100% |
|
CCCS+
|
CCC INTELLIGENT SOLUTIONS HL |
— |
— |
— |
清仓 |
-100% |