高瓴资本 2022 Q1 美股持仓列表
持有证券数：64，总市值：47.9（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 |
10.3 |
21.55% |
持平 |
0% |
|
JD
|
京东 |
8,434,471 |
4.9 |
10.19% |
加仓 |
+76.9% |
|
DASH
|
Doordash |
3,881,700 |
4.5 |
9.5% |
加仓 |
+199.4% |
|
CRM
|
Salesforce |
2,119,037 |
4.5 |
9.39% |
加仓 |
+9.8% |
|
LEGN
|
传奇生物 |
6,936,617 |
2.5 |
5.26% |
减仓 |
-41.2% |
|
ONON
|
昂跑 |
9,300,000 |
2.3 |
4.9% |
减仓 |
-41.8% |
|
VIPS
|
唯品会 |
22,150,493 |
2.0 |
4.16% |
加仓 |
+147.1% |
|
IQ
|
爱奇艺 |
38,648,477 |
1.8 |
3.66% |
持平 |
0% |
|
SE
|
Sea Limited |
1,453,300 |
1.7 |
3.63% |
加仓 |
+17.4% |
|
MDLZ
|
亿滋 |
1,862,164 |
1.2 |
2.44% |
持平 |
0% |
|
IMAB
|
天境生物 |
7,182,850 |
1.2 |
2.44% |
持平 |
0% |
|
CTKB
|
Cytek |
8,757,030 |
0.94 |
1.97% |
持平 |
0% |
|
DIDI
|
DIDI GLOBAL INC |
36,834,320 |
0.92 |
1.92% |
新进 |
— |
|
LI
|
理想汽车 |
2,496,550 |
0.64 |
1.35% |
减仓 |
-50.1% |
|
GOSS
|
GOSS |
7,420,974 |
0.64 |
1.34% |
持平 |
0% |
|
BEKE
|
贝壳 |
5,182,364 |
0.64 |
1.34% |
加仓 |
+3.4% |
|
YMM
|
满帮 |
9,590,942 |
0.64 |
1.34% |
新进 |
— |
|
PLTK
|
PlayTika |
3,280,699 |
0.63 |
1.32% |
持平 |
0% |
|
ENFN
|
Enfusion |
4,975,183 |
0.63 |
1.32% |
持平 |
0% |
|
CPNG
|
Coupang |
3,350,400 |
0.59 |
1.24% |
加仓 |
+38.1% |
|
BBIO
|
Bridgebio |
5,362,014 |
0.54 |
1.14% |
持平 |
0% |
|
UBER
|
优步 |
1,114,000 |
0.40 |
0.83% |
持平 |
0% |
|
ARGX
|
argenx |
120,000 |
0.38 |
0.79% |
持平 |
0% |
|
TSM
|
台积电 |
360,495 |
0.38 |
0.78% |
持平 |
0% |
|
KNSA
|
Kiniksa |
2,920,023 |
0.29 |
0.61% |
持平 |
0% |
|
YSG
|
逸仙电商 |
40,451,713 |
0.28 |
0.58% |
持平 |
0% |
|
TIL
|
INSTIL BIO INC |
2,385,457 |
0.26 |
0.54% |
持平 |
0% |
|
AKRO
|
AKRO |
1,359,152 |
0.19 |
0.4% |
持平 |
0% |
|
SNOW
|
Showflake |
63,000 |
0.14 |
0.3% |
持平 |
0% |
|
ACMR
|
ACM Research |
670,755 |
0.14 |
0.29% |
加仓 |
+200% |
|
SOHU
|
搜狐 |
802,034 |
0.13 |
0.28% |
持平 |
0% |
|
MLCO
|
新濠博亚娱乐 |
1,698,877 |
0.13 |
0.27% |
持平 |
0% |
|
FMTX
|
FMTX |
1,100,000 |
0.10 |
0.21% |
持平 |
0% |
|
HTHT
|
华住 |
303,200 |
0.10 |
0.21% |
减仓 |
-47.6% |
|
DYN
|
DYN |
1,000,000 |
0.10 |
0.2% |
持平 |
0% |
|
IPSC
|
CENTURY THERAPEUTICS INC |
614,095 |
0.08 |
0.16% |
持平 |
0% |
|
ADCT
|
ADC THERAPEUTICS SA |
500,000 |
0.07 |
0.15% |
持平 |
0% |
|
ALLO
|
ALLO |
800,000 |
0.07 |
0.15% |
持平 |
0% |
|
TALS
|
TALARIS THERAPEUTICS INC |
698,797 |
0.07 |
0.14% |
减仓 |
-8.3% |
|
TNGX
|
TANGO THERAPEUTICS INC |
882,088 |
0.07 |
0.14% |
减仓 |
-77.2% |
|
HIPO
|
HIPPO HLDGS INC |
2,771,691 |
0.06 |
0.12% |
持平 |
0% |
|
EM
|
怪兽充电 |
4,080,000 |
0.05 |
0.11% |
持平 |
0% |
|
ROOT
|
ROOT INC |
2,600,000 |
0.05 |
0.11% |
持平 |
0% |
|
ALGS
|
Aligos |
2,365,064 |
0.05 |
0.11% |
持平 |
0% |
|
TUYA
|
涂鸦智能 |
1,689,359 |
0.05 |
0.1% |
持平 |
0% |
|
ZTO
|
中通快递 |
200,000 |
0.05 |
0.1% |
减仓 |
-22% |
|
FUTU
|
富途控股 |
130,000 |
0.04 |
0.09% |
新进 |
— |
|
DQ
|
大全新能源 |
100,000 |
0.04 |
0.09% |
新进 |
— |
|
PRLD
|
PRLD |
583,333 |
0.04 |
0.08% |
持平 |
0% |
|
SRZN
|
SURROZEN INC |
1,200,000 |
0.04 |
0.08% |
持平 |
0% |
|
MREO
|
MREO |
2,976,121 |
0.03 |
0.07% |
持平 |
0% |
|
PATH
|
UIPATH INC |
150,000 |
0.03 |
0.07% |
持平 |
0% |
|
PYXS
|
Pyxis Oncology |
764,406 |
0.03 |
0.06% |
持平 |
0% |
|
MOGU
|
蘑菇街 |
870,580 |
0.03 |
0.06% |
新进 |
— |
|
BEDU
|
博实乐教育 |
3,985,797 |
0.02 |
0.05% |
持平 |
0% |
|
UXIN
|
优信 |
2,297,318 |
0.02 |
0.05% |
持平 |
0% |
|
CCCS
|
CCC INTELLIGENT SOLUTIONS HL |
200,000 |
0.02 |
0.05% |
持平 |
0% |
|
MNSO
|
名创优品 |
252,322 |
0.02 |
0.04% |
持平 |
0% |
|
TCRX
|
TSCAN THERAPEUTICS INC |
669,513 |
0.02 |
0.04% |
减仓 |
-47.8% |
|
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% |
|
CIHHV
|
CHINA INDEX HLDGS LTD |
300,000 |
0.00 |
0.01% |
持平 |
0% |
|
SRZNW
|
SURROZEN INC |
399,999 |
0.00 |
0% |
持平 |
0% |
|
ERAS
|
Erasca |
— |
— |
— |
清仓 |
-100% |
|
AMG
|
AMG |
— |
— |
— |
清仓 |
-100% |
|
AMZN
|
亚马逊 |
— |
— |
— |
清仓 |
-100% |
|
XPEV
|
小鹏汽车 |
— |
— |
— |
清仓 |
-100% |
|
MCG
|
MEMBERSHIP COLLECTIVE GROUP |
— |
— |
— |
清仓 |
-100% |
|
ABNB
|
爱彼迎 |
— |
— |
— |
清仓 |
-100% |
|
BZ
|
BOSS直聘 |
— |
— |
— |
清仓 |
-100% |
|
RGNX
|
REGENXBIO INC |
— |
— |
— |
清仓 |
-100% |
|
PDD
|
拼多多 |
— |
— |
— |
清仓 |
-100% |
|
NIO
|
蔚來 |
— |
— |
— |
清仓 |
-100% |
|
IMCR
|
IMMUNOCORE HLDGS PLC |
— |
— |
— |
清仓 |
-100% |
|
RLYB
|
RALLYBIO CORP |
— |
— |
— |
清仓 |
-100% |
|
RXDX
|
PROMETHEUS BIOSCIENCES INC |
— |
— |
— |
清仓 |
-100% |
|
DSGN
|
DESIGN THERAPEUTICS INC |
— |
— |
— |
清仓 |
-100% |
|
MOGU
|
蘑菇街 |
— |
— |
— |
清仓 |
-100% |
|
DNUT
|
KRISPY KREME INC |
— |
— |
— |
清仓 |
-100% |
|
COIN
|
Coinbase Global |
— |
— |
— |
清仓 |
-100% |