高瓴资本 2024 Q1 美股持仓列表
持有证券数：63，总市值：46.0（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 |
11,791,547 |
13.7 |
29.77% |
加仓 |
+16.6% |
|
BGNE
|
百济神州 |
5,176,906 |
8.1 |
17.58% |
持平 |
0% |
|
BEKE
|
贝壳 |
29,181,868 |
4.0 |
8.7% |
减仓 |
-0.1% |
|
LEGN
|
传奇生物 |
5,984,550 |
3.4 |
7.29% |
持平 |
0% |
|
MSFT
|
微软 |
692,100 |
2.9 |
6.32% |
减仓 |
-5.1% |
|
AMD
|
AMD |
912,400 |
1.6 |
3.58% |
新进 |
— |
|
AMZN
|
亚马逊 |
822,900 |
1.5 |
3.22% |
加仓 |
+1.4% |
|
CRM
|
Salesforce |
462,137 |
1.4 |
3.02% |
减仓 |
-38.2% |
|
DHR
|
丹纳赫 |
471,100 |
1.2 |
2.55% |
持平 |
0% |
|
TTWO
|
Take-Two互动软件 |
783,000 |
1.2 |
2.53% |
持平 |
0% |
|
DASH
|
Doordash |
583,463 |
0.80 |
1.75% |
减仓 |
-43.5% |
|
AVBP
|
ArriVent BioPharma |
3,929,117 |
0.70 |
1.52% |
新进 |
— |
|
KNSA
|
Kiniksa |
3,135,735 |
0.62 |
1.34% |
新进 |
— |
|
MCO
|
穆迪 |
155,846 |
0.61 |
1.33% |
持平 |
0% |
|
ENFN
|
Enfusion |
4,975,183 |
0.46 |
1% |
持平 |
0% |
|
CTKB
|
Cytek |
6,657,030 |
0.45 |
0.97% |
持平 |
0% |
|
BBIO
|
Bridgebio |
1,367,489 |
0.42 |
0.92% |
减仓 |
-1.7% |
|
HTHT
|
华住 |
935,920 |
0.36 |
0.79% |
持平 |
0% |
|
CPNG
|
Coupang |
1,071,500 |
0.19 |
0.41% |
减仓 |
-51.7% |
|
BIDU
|
百度 |
150,600 |
0.16 |
0.34% |
减仓 |
-71.9% |
|
NTES
|
网易 |
149,700 |
0.15 |
0.34% |
持平 |
0% |
|
YSG
|
逸仙电商 |
6,987,839 |
0.15 |
0.32% |
新进 |
— |
|
ONON
|
昂跑 |
411,400 |
0.15 |
0.32% |
持平 |
0% |
|
MDLZ
|
亿滋 |
196,288 |
0.14 |
0.3% |
减仓 |
-47% |
|
ZTO
|
中通快递 |
654,524 |
0.14 |
0.3% |
减仓 |
-19.6% |
|
TSM
|
台积电 |
98,100 |
0.13 |
0.29% |
新进 |
— |
|
IMAB
|
天境生物 |
6,909,220 |
0.13 |
0.28% |
持平 |
0% |
|
NVDA
|
英伟达 |
13,600 |
0.12 |
0.27% |
新进 |
— |
|
BABA
|
阿里巴巴 |
143,900 |
0.10 |
0.23% |
减仓 |
-88.2% |
|
SE
|
Sea Limited |
174,800 |
0.09 |
0.2% |
持平 |
0% |
|
APP
|
Applavin |
130,800 |
0.09 |
0.2% |
新进 |
— |
|
GOOG
|
谷歌C |
58,900 |
0.09 |
0.19% |
新进 |
— |
|
MU
|
美光科技 |
72,100 |
0.08 |
0.18% |
新进 |
— |
|
MGX
|
METAGENOMI INC |
777,768 |
0.08 |
0.18% |
新进 |
— |
|
SOHU
|
搜狐 |
713,400 |
0.08 |
0.16% |
减仓 |
-2.5% |
|
GOSS
|
GOSS |
4,974,041 |
0.06 |
0.13% |
持平 |
0% |
|
MRVL
|
迈成尔科技 |
59,500 |
0.04 |
0.09% |
新进 |
— |
|
SGMT
|
SAGIME |
724,800 |
0.04 |
0.09% |
减仓 |
-50% |
|
PACB
|
Pacific Biosciences |
918,892 |
0.03 |
0.07% |
持平 |
0% |
|
GE
|
通用电气 |
18,800 |
0.03 |
0.07% |
新进 |
— |
|
VIPS
|
唯品会 |
198,600 |
0.03 |
0.07% |
持平 |
0% |
|
ASML
|
阿斯麦 |
3,300 |
0.03 |
0.07% |
新进 |
— |
|
VRT
|
Vertiv Holdings |
38,200 |
0.03 |
0.07% |
新进 |
— |
|
META
|
Meta |
6,000 |
0.03 |
0.06% |
新进 |
— |
|
URA
|
Global X Uranium ETF |
100,000 |
0.03 |
0.06% |
新进 |
— |
|
AVGO
|
博通 |
2,100 |
0.03 |
0.06% |
新进 |
— |
|
TUYA
|
涂鸦智能 |
1,564,400 |
0.03 |
0.06% |
减仓 |
-2.2% |
|
EM
|
怪兽充电 |
3,949,700 |
0.03 |
0.06% |
持平 |
0% |
|
AAPL
|
苹果 |
11,700 |
0.02 |
0.04% |
新进 |
— |
|
BEDU
|
博实乐教育 |
988,143 |
0.02 |
0.04% |
持平 |
0% |
|
ALGS
|
Aligos |
1,906,191 |
0.02 |
0.04% |
持平 |
0% |
|
JD
|
京东 |
61,250 |
0.02 |
0.04% |
减仓 |
-95.8% |
|
PYXS
|
Pyxis Oncology |
382,606 |
0.02 |
0.04% |
持平 |
0% |
|
MOGU
|
蘑菇街 |
847,510 |
0.02 |
0.03% |
持平 |
0% |
|
BZ
|
BOSS直聘 |
89,100 |
0.02 |
0.03% |
减仓 |
-28% |
|
ANET
|
Arista Networks |
3,600 |
0.01 |
0.02% |
新进 |
— |
|
ATAT
|
亚朵 |
50,000 |
0.01 |
0.02% |
减仓 |
-75% |
|
YSG
|
逸仙电商 |
751,790 |
0.01 |
0.01% |
持平 |
0% |
|
QCOM
|
高通 |
3,000 |
0.01 |
0.01% |
新进 |
— |
|
YMM
|
满帮 |
13,519 |
0.00 |
0% |
减仓 |
-99.4% |
|
RDGT
|
Ridgetech |
20,167 |
0.00 |
0% |
新进 |
— |
|
CEG
|
Constellation Energy Corporatio |
300 |
0.00 |
0% |
新进 |
— |
|
UXIN
|
优信 |
19,156 |
0.00 |
0% |
新进 |
— |
|
RYZB
|
RAYZEBIO INC |
— |
— |
— |
清仓 |
-100% |
|
NMRA
|
NEUMORA THERAPEUTICS INC. |
— |
— |
— |
清仓 |
-100% |
|
YSG
|
逸仙电商 |
— |
— |
— |
清仓 |
-100% |
|
DDOG
|
Datadog |
— |
— |
— |
清仓 |
-100% |
|
FUTU
|
富途控股 |
— |
— |
— |
清仓 |
-100% |
|
IQ
|
爱奇艺 |
— |
— |
— |
清仓 |
-100% |
|
PLTK
|
PlayTika |
— |
— |
— |
清仓 |
-100% |
|
UXIN
|
优信 |
— |
— |
— |
清仓 |
-100% |
|
CJJD
|
九洲大药房 |
— |
— |
— |
清仓 |
-100% |