高瓴资本 2023 Q3 美股持仓列表
持有证券数：60，总市值：44.8（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 |
9.3 |
20.79% |
持平 |
0% |
|
PDD
|
拼多多 |
7,350,847 |
7.2 |
16.1% |
减仓 |
-10.1% |
|
BEKE
|
贝壳 |
30,665,445 |
4.8 |
10.63% |
减仓 |
-14.4% |
|
LEGN
|
传奇生物 |
6,436,533 |
4.3 |
9.65% |
持平 |
0% |
|
MSFT
|
微软 |
801,700 |
2.5 |
5.65% |
加仓 |
+5.6% |
|
DASH
|
Doordash |
2,666,763 |
2.1 |
4.73% |
持平 |
0% |
|
CRM
|
Salesforce |
908,637 |
1.8 |
4.11% |
减仓 |
-15.3% |
|
BABA
|
阿里巴巴 |
2,030,447 |
1.8 |
3.93% |
减仓 |
-37.8% |
|
TTWO
|
Take-Two互动软件 |
783,000 |
1.1 |
2.45% |
持平 |
0% |
|
AMZN
|
亚马逊 |
802,000 |
1.0 |
2.28% |
加仓 |
+3200.4% |
|
HTHT
|
华住 |
2,433,083 |
0.96 |
2.14% |
减仓 |
-36.2% |
|
BBIO
|
Bridgebio |
2,782,750 |
0.73 |
1.64% |
减仓 |
-7% |
|
BIDU
|
百度 |
535,400 |
0.72 |
1.61% |
减仓 |
-3.2% |
|
DQ
|
大全新能源 |
2,037,000 |
0.62 |
1.38% |
持平 |
0% |
|
ENFN
|
Enfusion |
4,975,183 |
0.45 |
1% |
持平 |
0% |
|
CPNG
|
Coupang |
2,580,700 |
0.44 |
0.98% |
减仓 |
-8.4% |
|
CTKB
|
Cytek |
6,657,030 |
0.37 |
0.82% |
持平 |
0% |
|
YSG
|
逸仙电商 |
34,939,200 |
0.35 |
0.78% |
持平 |
0% |
|
ZTO
|
中通快递 |
1,350,926 |
0.33 |
0.73% |
减仓 |
-45.9% |
|
RYZB
|
RAYZEBIO INC |
1,395,716 |
0.31 |
0.69% |
新进 |
— |
|
MDLZ
|
亿滋 |
441,688 |
0.31 |
0.68% |
减仓 |
-15.7% |
|
ROIV
|
Roivant Sciences Ltd. |
2,448,579 |
0.29 |
0.64% |
加仓 |
+367.8% |
|
YMM
|
满帮 |
3,533,932 |
0.25 |
0.56% |
减仓 |
-32.4% |
|
NMRA
|
NEUMORA THERAPEUTICS INC. |
1,699,313 |
0.24 |
0.54% |
新进 |
— |
|
DHR
|
丹纳赫 |
85,500 |
0.21 |
0.47% |
持平 |
0% |
|
DDOG
|
Datadog |
218,100 |
0.20 |
0.44% |
持平 |
0% |
|
TMO
|
赛默飞世尔科技 |
31,952 |
0.16 |
0.36% |
减仓 |
-22.9% |
|
NTES
|
网易 |
149,700 |
0.15 |
0.33% |
持平 |
0% |
|
JD
|
京东 |
509,850 |
0.15 |
0.33% |
减仓 |
-81.1% |
|
AKRO
|
AKRO |
273,002 |
0.14 |
0.31% |
持平 |
0% |
|
EXAS
|
EXACT SCIENCES CORP |
197,894 |
0.14 |
0.3% |
持平 |
0% |
|
SGMT
|
SAGIME |
1,449,543 |
0.13 |
0.28% |
新进 |
— |
|
KNSA
|
Kiniksa |
698,741 |
0.12 |
0.27% |
持平 |
0% |
|
ONON
|
昂跑 |
411,400 |
0.11 |
0.26% |
减仓 |
-80.6% |
|
BMRN
|
拜玛林制药 |
114,042 |
0.10 |
0.23% |
减仓 |
-50.2% |
|
IMAB
|
天境生物 |
6,909,220 |
0.09 |
0.2% |
持平 |
0% |
|
ARGX
|
argenx |
16,765 |
0.08 |
0.18% |
减仓 |
-10.2% |
|
SE
|
Sea Limited |
174,800 |
0.08 |
0.17% |
新进 |
— |
|
PACB
|
Pacific Biosciences |
918,892 |
0.08 |
0.17% |
新进 |
— |
|
TSLA
|
特斯拉 |
30,000 |
0.08 |
0.17% |
新进 |
— |
|
AXSM
|
Axsome Therapeutics, Inc. |
100,000 |
0.07 |
0.16% |
持平 |
0% |
|
SOHU
|
搜狐 |
731,800 |
0.07 |
0.15% |
持平 |
0% |
|
FUTU
|
富途控股 |
80,000 |
0.05 |
0.1% |
减仓 |
-80.8% |
|
GOSS
|
GOSS |
4,974,041 |
0.04 |
0.09% |
持平 |
0% |
|
ATAT
|
亚朵 |
200,000 |
0.04 |
0.08% |
减仓 |
-69.8% |
|
VIPS
|
唯品会 |
198,600 |
0.03 |
0.07% |
持平 |
0% |
|
EM
|
怪兽充电 |
3,949,700 |
0.03 |
0.07% |
持平 |
0% |
|
TUYA
|
涂鸦智能 |
1,599,700 |
0.02 |
0.06% |
持平 |
0% |
|
BZ
|
BOSS直聘 |
123,700 |
0.02 |
0.04% |
加仓 |
+0.6% |
|
MOGU
|
蘑菇街 |
847,510 |
0.02 |
0.04% |
持平 |
0% |
|
ALGS
|
Aligos |
2,309,764 |
0.02 |
0.04% |
持平 |
0% |
|
BEDU
|
博实乐教育 |
988,143 |
0.01 |
0.03% |
减仓 |
-0.5% |
|
PYXS
|
Pyxis Oncology |
382,606 |
0.01 |
0.02% |
持平 |
0% |
|
PLTK
|
PlayTika |
72,800 |
0.01 |
0.02% |
持平 |
0% |
|
IQ
|
爱奇艺 |
142,500 |
0.01 |
0.02% |
持平 |
0% |
|
YSG
|
逸仙电商 |
751,790 |
0.01 |
0.01% |
持平 |
0% |
|
AMAM
|
Ambrx Biopharma Inc. |
31,735 |
0.00 |
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 |
384,573 |
0.00 |
0% |
减仓 |
-0.7% |
|
KDP
|
Keurig Dr Pepper |
— |
— |
— |
清仓 |
-100% |
|
ADBE
|
Adobe |
— |
— |
— |
清仓 |
-100% |
|
GOOG
|
谷歌C |
— |
— |
— |
清仓 |
-100% |
|
COIN
|
Coinbase Global |
— |
— |
— |
清仓 |
-100% |
|
LI
|
理想汽车 |
— |
— |
— |
清仓 |
-100% |
|
AMD
|
AMD |
— |
— |
— |
清仓 |
-100% |
|
HOOK
|
HOOKIPA Pharma Inc. |
— |
— |
— |
清仓 |
-100% |