高瓴资本 2023 Q4 美股持仓列表
持有证券数：49，总市值：49.6（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
PDD
|
拼多多 |
10,110,947 |
14.8 |
29.81% |
加仓 |
+37.5% |
|
BGNE
|
百济神州 |
5,176,906 |
9.3 |
18.82% |
持平 |
0% |
|
BEKE
|
贝壳 |
29,224,568 |
4.7 |
9.55% |
减仓 |
-4.7% |
|
LEGN
|
传奇生物 |
5,984,550 |
3.6 |
7.26% |
减仓 |
-7% |
|
MSFT
|
微软 |
729,400 |
2.7 |
5.53% |
减仓 |
-9% |
|
CRM
|
Salesforce |
747,537 |
2.0 |
3.96% |
减仓 |
-17.7% |
|
TTWO
|
Take-Two互动软件 |
783,000 |
1.3 |
2.54% |
持平 |
0% |
|
AMZN
|
亚马逊 |
811,900 |
1.2 |
2.49% |
加仓 |
+1.2% |
|
DHR
|
丹纳赫 |
471,100 |
1.1 |
2.2% |
加仓 |
+451% |
|
DASH
|
Doordash |
1,032,763 |
1.0 |
2.06% |
减仓 |
-61.3% |
|
BABA
|
阿里巴巴 |
1,220,618 |
0.95 |
1.91% |
减仓 |
-39.9% |
|
RYZB
|
RAYZEBIO INC |
1,062,383 |
0.66 |
1.33% |
减仓 |
-23.9% |
|
BIDU
|
百度 |
535,400 |
0.64 |
1.28% |
持平 |
0% |
|
MCO
|
穆迪 |
155,846 |
0.61 |
1.23% |
新进 |
— |
|
CTKB
|
Cytek |
6,657,030 |
0.61 |
1.22% |
持平 |
0% |
|
BBIO
|
Bridgebio |
1,391,240 |
0.56 |
1.13% |
减仓 |
-50% |
|
ENFN
|
Enfusion |
4,975,183 |
0.48 |
0.97% |
持平 |
0% |
|
JD
|
京东 |
1,451,150 |
0.42 |
0.84% |
加仓 |
+184.6% |
|
CPNG
|
Coupang |
2,217,800 |
0.36 |
0.72% |
减仓 |
-14.1% |
|
HTHT
|
华住 |
935,920 |
0.31 |
0.63% |
减仓 |
-61.5% |
|
NMRA
|
NEUMORA THERAPEUTICS INC. |
1,699,313 |
0.29 |
0.58% |
持平 |
0% |
|
MDLZ
|
亿滋 |
370,188 |
0.27 |
0.54% |
减仓 |
-16.2% |
|
YSG
|
逸仙电商 |
34,939,200 |
0.26 |
0.52% |
持平 |
0% |
|
ZTO
|
中通快递 |
814,524 |
0.17 |
0.35% |
减仓 |
-39.7% |
|
YMM
|
满帮 |
2,252,542 |
0.16 |
0.32% |
减仓 |
-36.3% |
|
NTES
|
网易 |
149,700 |
0.14 |
0.28% |
持平 |
0% |
|
IMAB
|
天境生物 |
6,909,220 |
0.13 |
0.26% |
持平 |
0% |
|
ONON
|
昂跑 |
411,400 |
0.11 |
0.22% |
持平 |
0% |
|
DDOG
|
Datadog |
85,100 |
0.10 |
0.21% |
减仓 |
-61% |
|
PACB
|
Pacific Biosciences |
918,892 |
0.09 |
0.18% |
持平 |
0% |
|
SGMT
|
SAGIME |
1,449,543 |
0.08 |
0.16% |
持平 |
0% |
|
SOHU
|
搜狐 |
731,800 |
0.07 |
0.15% |
持平 |
0% |
|
SE
|
Sea Limited |
174,800 |
0.07 |
0.14% |
持平 |
0% |
|
GOSS
|
GOSS |
4,974,041 |
0.05 |
0.09% |
持平 |
0% |
|
FUTU
|
富途控股 |
80,000 |
0.04 |
0.09% |
持平 |
0% |
|
TUYA
|
涂鸦智能 |
1,599,700 |
0.04 |
0.07% |
持平 |
0% |
|
VIPS
|
唯品会 |
198,600 |
0.04 |
0.07% |
持平 |
0% |
|
ATAT
|
亚朵 |
200,000 |
0.03 |
0.07% |
持平 |
0% |
|
BZ
|
BOSS直聘 |
123,700 |
0.02 |
0.04% |
持平 |
0% |
|
EM
|
怪兽充电 |
3,949,700 |
0.02 |
0.04% |
持平 |
0% |
|
MOGU
|
蘑菇街 |
847,510 |
0.02 |
0.03% |
持平 |
0% |
|
ALGS
|
Aligos |
1,906,191 |
0.01 |
0.03% |
减仓 |
-17.5% |
|
BEDU
|
博实乐教育 |
988,143 |
0.01 |
0.02% |
持平 |
0% |
|
IQ
|
爱奇艺 |
142,500 |
0.01 |
0.01% |
持平 |
0% |
|
PYXS
|
Pyxis Oncology |
382,606 |
0.01 |
0.01% |
持平 |
0% |
|
PLTK
|
PlayTika |
72,800 |
0.01 |
0.01% |
持平 |
0% |
|
YSG
|
逸仙电商 |
751,790 |
0.00 |
0.01% |
持平 |
0% |
|
UXIN
|
优信 |
191,563 |
0.00 |
0% |
持平 |
0% |
|
CJJD
|
九洲大药房 |
403,334 |
0.00 |
0% |
持平 |
0% |
|
DQ
|
大全新能源 |
— |
— |
— |
清仓 |
-100% |
|
ROIV
|
Roivant Sciences Ltd. |
— |
— |
— |
清仓 |
-100% |
|
TMO
|
赛默飞世尔科技 |
— |
— |
— |
清仓 |
-100% |
|
AKRO
|
AKRO |
— |
— |
— |
清仓 |
-100% |
|
EXAS
|
EXACT SCIENCES CORP |
— |
— |
— |
清仓 |
-100% |
|
KNSA
|
Kiniksa |
— |
— |
— |
清仓 |
-100% |
|
BMRN
|
拜玛林制药 |
— |
— |
— |
清仓 |
-100% |
|
ARGX
|
argenx |
— |
— |
— |
清仓 |
-100% |
|
TSLA
|
特斯拉 |
— |
— |
— |
清仓 |
-100% |
|
AXSM
|
Axsome Therapeutics, Inc. |
— |
— |
— |
清仓 |
-100% |
|
AMAM
|
Ambrx Biopharma Inc. |
— |
— |
— |
清仓 |
-100% |
|
SRZNW
|
Surrozen, Inc./DE |
— |
— |
— |
清仓 |
-100% |