高瓴资本 2023 Q2 美股持仓列表
持有证券数：60，总市值：47.0（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 |
5,176,906 |
9.2 |
19.66% |
减仓 |
-5.4% |
|
PDD
|
拼多多 |
8,172,247 |
5.7 |
12.03% |
减仓 |
-23.2% |
|
BEKE
|
贝壳 |
35,822,654 |
5.3 |
11.33% |
加仓 |
+14.7% |
|
LEGN
|
传奇生物 |
6,436,533 |
4.4 |
9.46% |
加仓 |
+25.5% |
|
BABA
|
阿里巴巴 |
3,262,527 |
2.7 |
5.79% |
减仓 |
-13.8% |
|
MSFT
|
微软 |
759,300 |
2.6 |
5.51% |
加仓 |
+195.6% |
|
CRM
|
Salesforce |
1,072,537 |
2.3 |
4.83% |
减仓 |
-38% |
|
DASH
|
Doordash |
2,666,763 |
2.0 |
4.34% |
减仓 |
-40.1% |
|
HTHT
|
华住 |
3,814,305 |
1.5 |
3.15% |
加仓 |
+13.6% |
|
TTWO
|
Take-Two互动软件 |
783,000 |
1.2 |
2.45% |
新进 |
— |
|
JD
|
京东 |
2,704,200 |
0.92 |
1.97% |
加仓 |
+12.8% |
|
DQ
|
大全新能源 |
2,037,000 |
0.81 |
1.72% |
持平 |
0% |
|
BIDU
|
百度 |
553,353 |
0.76 |
1.61% |
加仓 |
+36.3% |
|
ONON
|
昂跑 |
2,116,424 |
0.70 |
1.49% |
减仓 |
-35.7% |
|
ZTO
|
中通快递 |
2,497,414 |
0.63 |
1.33% |
加仓 |
+480.1% |
|
CTKB
|
Cytek |
6,657,030 |
0.57 |
1.21% |
减仓 |
-13.6% |
|
ENFN
|
Enfusion |
4,975,183 |
0.56 |
1.19% |
持平 |
0% |
|
BBIO
|
Bridgebio |
2,993,447 |
0.51 |
1.1% |
减仓 |
-24.8% |
|
CPNG
|
Coupang |
2,818,100 |
0.49 |
1.04% |
减仓 |
-13.1% |
|
MDLZ
|
亿滋 |
523,788 |
0.38 |
0.81% |
减仓 |
-51.1% |
|
YSG
|
逸仙电商 |
34,939,200 |
0.35 |
0.75% |
持平 |
0% |
|
YMM
|
满帮 |
5,226,419 |
0.33 |
0.69% |
减仓 |
-6.6% |
|
TMO
|
赛默飞世尔科技 |
41,452 |
0.22 |
0.46% |
加仓 |
+60.7% |
|
DDOG
|
Datadog |
218,100 |
0.21 |
0.46% |
持平 |
0% |
|
IMAB
|
天境生物 |
6,909,220 |
0.21 |
0.44% |
减仓 |
-0.7% |
|
DHR
|
丹纳赫 |
85,500 |
0.21 |
0.44% |
新进 |
— |
|
BMRN
|
拜玛林制药 |
228,942 |
0.20 |
0.42% |
减仓 |
-25.8% |
|
EXAS
|
EXACT SCIENCES CORP |
197,894 |
0.19 |
0.4% |
加仓 |
+16.3% |
|
KDP
|
Keurig Dr Pepper |
564,568 |
0.18 |
0.38% |
新进 |
— |
|
FUTU
|
富途控股 |
417,187 |
0.17 |
0.35% |
持平 |
0% |
|
NTES
|
网易 |
149,700 |
0.14 |
0.31% |
持平 |
0% |
|
ADBE
|
Adobe |
27,000 |
0.13 |
0.28% |
新进 |
— |
|
AKRO
|
AKRO |
273,002 |
0.13 |
0.27% |
减仓 |
-7.6% |
|
GOOG
|
谷歌C |
100,000 |
0.12 |
0.26% |
新进 |
— |
|
ATAT
|
亚朵 |
661,522 |
0.11 |
0.23% |
加仓 |
+38.4% |
|
KNSA
|
Kiniksa |
698,741 |
0.10 |
0.21% |
减仓 |
-31.4% |
|
SOHU
|
搜狐 |
731,800 |
0.08 |
0.17% |
持平 |
0% |
|
ARGX
|
argenx |
18,665 |
0.07 |
0.15% |
新进 |
— |
|
AXSM
|
Axsome Therapeutics, Inc. |
100,000 |
0.07 |
0.15% |
新进 |
— |
|
COIN
|
Coinbase Global |
100,000 |
0.07 |
0.15% |
新进 |
— |
|
LI
|
理想汽车 |
170,704 |
0.06 |
0.13% |
减仓 |
-83.4% |
|
GOSS
|
GOSS |
4,974,041 |
0.06 |
0.13% |
持平 |
0% |
|
ROIV
|
Roivant Sciences Ltd. |
523,461 |
0.05 |
0.11% |
新进 |
— |
|
AMD
|
AMD |
40,500 |
0.05 |
0.1% |
减仓 |
-64.2% |
|
EM
|
怪兽充电 |
3,949,700 |
0.04 |
0.08% |
减仓 |
-1.4% |
|
VIPS
|
唯品会 |
198,600 |
0.03 |
0.07% |
减仓 |
-91.4% |
|
AMZN
|
亚马逊 |
24,300 |
0.03 |
0.07% |
减仓 |
-74.9% |
|
TUYA
|
涂鸦智能 |
1,599,700 |
0.03 |
0.06% |
持平 |
0% |
|
ALGS
|
Aligos |
2,309,764 |
0.02 |
0.05% |
持平 |
0% |
|
MOGU
|
蘑菇街 |
847,510 |
0.02 |
0.04% |
持平 |
0% |
|
BZ
|
BOSS直聘 |
123,000 |
0.02 |
0.04% |
减仓 |
-43.5% |
|
BEDU
|
博实乐教育 |
993,043 |
0.01 |
0.02% |
减仓 |
-0.3% |
|
YSG
|
逸仙电商 |
751,790 |
0.01 |
0.02% |
持平 |
0% |
|
PYXS
|
Pyxis Oncology |
382,606 |
0.01 |
0.02% |
减仓 |
-27.9% |
|
PLTK
|
PlayTika |
72,800 |
0.01 |
0.02% |
减仓 |
-97.6% |
|
IQ
|
爱奇艺 |
142,500 |
0.01 |
0.02% |
减仓 |
-17.3% |
|
HOOK
|
HOOKIPA Pharma Inc. |
770,717 |
0.01 |
0.01% |
新进 |
— |
|
UXIN
|
优信 |
191,563 |
0.00 |
0.01% |
持平 |
0% |
|
CJJD
|
九洲大药房 |
403,334 |
0.00 |
0% |
持平 |
0% |
|
SRZNW
|
Surrozen, Inc./DE |
387,133 |
0.00 |
0% |
减仓 |
-3.2% |
|
FCX
|
Freeport McMoRan |
— |
— |
— |
清仓 |
-100% |
|
UBER
|
优步 |
— |
— |
— |
清仓 |
-100% |
|
ZM
|
Zoom Video通讯 |
— |
— |
— |
清仓 |
-100% |
|
MLCO
|
新濠博亚娱乐 |
— |
— |
— |
清仓 |
-100% |
|
TLT
|
ISHARES TR |
— |
— |
— |
清仓 |
-100% |
|
CTLT
|
Catalent, Inc. |
— |
— |
— |
清仓 |
-100% |
|
SNY
|
賽诺菲-安万特 |
— |
— |
— |
清仓 |
-100% |
|
REGN
|
再生元制药 |
— |
— |
— |
清仓 |
-100% |
|
SNOW
|
Showflake |
— |
— |
— |
清仓 |
-100% |
|
SGEN
|
Seagen Inc. |
— |
— |
— |
清仓 |
-100% |
|
25459W540
|
DIREXION SHS ETF TR |
— |
— |
— |
清仓 |
-100% |
|
DYN
|
DYN |
— |
— |
— |
清仓 |
-100% |
|
WOLF
|
WOLFSPEED, INC. |
— |
— |
— |
清仓 |
-100% |
|
MNSO
|
名创优品 |
— |
— |
— |
清仓 |
-100% |
|
YY
|
欢聚时代 |
— |
— |
— |
清仓 |
-100% |
|
PATH
|
UiPath, Inc. |
— |
— |
— |
清仓 |
-100% |
|
CCCS
|
CCC Intelligent Solutions Holdings Inc. |
— |
— |
— |
清仓 |
-100% |
|
SRPT
|
Sarepta Therapeutics, Inc. |
— |
— |
— |
清仓 |
-100% |
|
ROOT
|
ROOT INC |
— |
— |
— |
清仓 |
-100% |
|
DLO
|
dLocal Ltd |
— |
— |
— |
清仓 |
-100% |