高瓴资本 2024 Q2 美股持仓列表
持有证券数：78，总市值：40.5（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 |
8,892,447 |
11.8 |
29.16% |
减仓 |
-24.6% |
|
BGNE
|
百济神州 |
5,176,906 |
7.4 |
18.22% |
持平 |
0% |
|
BABA
|
阿里巴巴 |
5,379,448 |
3.9 |
9.55% |
加仓 |
+3638.3% |
|
BEKE
|
贝壳 |
23,172,330 |
3.3 |
8.09% |
减仓 |
-20.6% |
|
LEGN
|
传奇生物 |
6,636,496 |
2.9 |
7.25% |
加仓 |
+10.9% |
|
VIPS
|
唯品会 |
14,806,000 |
1.9 |
4.76% |
加仓 |
+7355.2% |
|
NTES
|
网易 |
1,385,814 |
1.3 |
3.27% |
加仓 |
+825.7% |
|
AVBP
|
ArriVent BioPharma |
4,484,672 |
0.83 |
2.05% |
加仓 |
+14.1% |
|
TCOM
|
携程 |
1,384,642 |
0.65 |
1.61% |
新进 |
— |
|
KNSA
|
Kiniksa Pharmaceuticals, Ltd. |
3,144,556 |
0.59 |
1.45% |
新进 |
— |
|
FUTU
|
富途控股 |
716,089 |
0.47 |
1.16% |
新进 |
— |
|
ENFN
|
Enfusion |
4,975,183 |
0.42 |
1.05% |
持平 |
0% |
|
CTKB
|
Cytek |
6,657,030 |
0.37 |
0.92% |
持平 |
0% |
|
BBIO
|
Bridgebio |
1,390,653 |
0.35 |
0.87% |
加仓 |
+1.7% |
|
DHR
|
丹纳赫 |
108,700 |
0.27 |
0.67% |
减仓 |
-76.9% |
|
DASH
|
Doordash |
247,912 |
0.27 |
0.67% |
减仓 |
-57.5% |
|
CRM
|
Salesforce |
96,358 |
0.25 |
0.61% |
减仓 |
-79.1% |
|
META
|
Meta |
44,476 |
0.22 |
0.55% |
加仓 |
+641.3% |
|
AZN
|
阿斯利康 |
271,749 |
0.21 |
0.52% |
新进 |
— |
|
HTHT
|
华住 |
568,613 |
0.19 |
0.47% |
减仓 |
-39.2% |
|
YSG
|
逸仙电商 |
6,987,839 |
0.19 |
0.46% |
持平 |
0% |
|
APP
|
Applavin |
218,400 |
0.18 |
0.45% |
加仓 |
+67% |
|
ONON
|
昂跑 |
411,400 |
0.16 |
0.39% |
持平 |
0% |
|
GOOG
|
谷歌C |
69,724 |
0.13 |
0.32% |
加仓 |
+18.4% |
|
GERN
|
GERON CORP |
2,990,500 |
0.13 |
0.31% |
新进 |
— |
|
SE
|
Sea Limited |
174,800 |
0.12 |
0.31% |
持平 |
0% |
|
CTNM
|
Contineum Therapeutics |
669,337 |
0.12 |
0.29% |
新进 |
— |
|
TSM
|
台积电 |
66,800 |
0.12 |
0.29% |
减仓 |
-31.9% |
|
IMAB
|
天境生物 |
6,909,220 |
0.12 |
0.28% |
持平 |
0% |
|
TMO
|
赛默飞世尔科技 |
18,400 |
0.10 |
0.25% |
新进 |
— |
|
STVN
|
Stevanato Group S.p.A. |
550,000 |
0.10 |
0.25% |
新进 |
— |
|
SOHU
|
搜狐 |
713,400 |
0.10 |
0.24% |
持平 |
0% |
|
NVDA
|
英伟达 |
77,700 |
0.10 |
0.24% |
加仓 |
+471.3% |
|
MU
|
美光科技 |
72,404 |
0.10 |
0.23% |
加仓 |
+0.4% |
|
MSFT
|
微软 |
20,837 |
0.09 |
0.23% |
减仓 |
-97% |
|
CPNG
|
Coupang |
436,514 |
0.09 |
0.23% |
减仓 |
-59.3% |
|
AAPL
|
苹果 |
40,500 |
0.09 |
0.21% |
加仓 |
+246.2% |
|
AMZN
|
亚马逊 |
41,700 |
0.08 |
0.2% |
减仓 |
-94.9% |
|
ASML
|
阿斯麦 |
5,271 |
0.05 |
0.13% |
加仓 |
+59.7% |
|
GOSS
|
GOSS |
4,974,041 |
0.04 |
0.11% |
持平 |
0% |
|
RBLX
|
Roblox |
110,800 |
0.04 |
0.1% |
新进 |
— |
|
S
|
SentinelOne, Inc. |
170,507 |
0.04 |
0.09% |
新进 |
— |
|
URA
|
Global X Uranium ETF |
120,000 |
0.03 |
0.09% |
加仓 |
+20% |
|
ANET
|
Arista Networks |
9,800 |
0.03 |
0.08% |
加仓 |
+172.2% |
|
EM
|
怪兽充电 |
3,949,700 |
0.03 |
0.08% |
持平 |
0% |
|
MGX
|
METAGENOMI INC |
777,768 |
0.03 |
0.08% |
持平 |
0% |
|
QCOM
|
高通 |
15,100 |
0.03 |
0.07% |
加仓 |
+403.3% |
|
ZK
|
ZEEKR Intelligent Technology Ho |
145,000 |
0.03 |
0.07% |
新进 |
— |
|
TUYA
|
涂鸦智能 |
1,564,400 |
0.03 |
0.07% |
持平 |
0% |
|
BCYC
|
BICYCLE THERAPEUTICS plc |
125,283 |
0.03 |
0.06% |
新进 |
— |
|
SGMT
|
SAGIME |
724,800 |
0.02 |
0.06% |
持平 |
0% |
|
AVGO
|
博通 |
1,350 |
0.02 |
0.05% |
减仓 |
-35.7% |
|
AMAT
|
应用材料公司 |
9,074 |
0.02 |
0.05% |
新进 |
— |
|
BEDU
|
博实乐教育 |
988,143 |
0.02 |
0.05% |
持平 |
0% |
|
MOGU
|
蘑菇街 |
847,510 |
0.02 |
0.05% |
持平 |
0% |
|
MA
|
万事达 |
4,565 |
0.02 |
0.05% |
新进 |
— |
|
V
|
维萨卡 |
7,553 |
0.02 |
0.05% |
新进 |
— |
|
MCO
|
穆迪 |
4,030 |
0.02 |
0.04% |
减仓 |
-97.4% |
|
BZ
|
BOSS直聘 |
88,400 |
0.02 |
0.04% |
减仓 |
-0.8% |
|
GEV
|
GE Vernova Inc. |
9,606 |
0.02 |
0.04% |
新进 |
— |
|
TT
|
Trane技术 |
4,959 |
0.02 |
0.04% |
新进 |
— |
|
PYPLV
|
PayPal |
27,453 |
0.02 |
0.04% |
新进 |
— |
|
JD
|
京东 |
61,000 |
0.02 |
0.04% |
减仓 |
-0.4% |
|
FRO
|
Frontline Plc |
56,800 |
0.01 |
0.04% |
新进 |
— |
|
GE
|
通用电气 |
9,198 |
0.01 |
0.04% |
减仓 |
-51.1% |
|
IMNM
|
Immunome Inc. |
107,626 |
0.01 |
0.03% |
新进 |
— |
|
PYXS
|
Pyxis Oncology |
382,606 |
0.01 |
0.03% |
持平 |
0% |
|
PACB
|
Pacific Biosciences |
918,892 |
0.01 |
0.03% |
持平 |
0% |
|
CDNS
|
铿腦电子 |
3,774 |
0.01 |
0.03% |
新进 |
— |
|
ALGS
|
Aligos |
3,121,689 |
0.01 |
0.03% |
加仓 |
+63.8% |
|
DADA
|
达达 |
600,000 |
0.01 |
0.02% |
新进 |
— |
|
ZTO
|
中通快递 |
36,300 |
0.01 |
0.02% |
减仓 |
-94.5% |
|
CYBN
|
CYBIN INC. |
2,457,542 |
0.01 |
0.02% |
新进 |
— |
|
YSG
|
逸仙电商 |
751,790 |
0.00 |
0.01% |
持平 |
0% |
|
GOOGL
|
谷歌A |
1,409 |
0.00 |
0.01% |
新进 |
— |
|
RDGT
|
Ridgetech |
20,167 |
0.00 |
0% |
持平 |
0% |
|
UXIN
|
优信 |
19,156 |
0.00 |
0% |
持平 |
0% |
|
SRZNW
|
Surrozen, Inc./DE |
384,273 |
0.00 |
0% |
新进 |
— |
|
AMD
|
AMD |
— |
— |
— |
清仓 |
-100% |
|
TTWO
|
Take-Two互动软件 |
— |
— |
— |
清仓 |
-100% |
|
KNSA
|
Kiniksa |
— |
— |
— |
清仓 |
-100% |
|
BIDU
|
百度 |
— |
— |
— |
清仓 |
-100% |
|
MDLZ
|
亿滋 |
— |
— |
— |
清仓 |
-100% |
|
MRVL
|
迈成尔科技 |
— |
— |
— |
清仓 |
-100% |
|
VRT
|
Vertiv Holdings |
— |
— |
— |
清仓 |
-100% |
|
ATAT
|
亚朵 |
— |
— |
— |
清仓 |
-100% |
|
YMM
|
满帮 |
— |
— |
— |
清仓 |
-100% |
|
CEG
|
Constellation Energy Corporatio |
— |
— |
— |
清仓 |
-100% |