高瓴资本 2024 Q2 美股持仓列表
持有股票数：78，总市值：$ 4,054,057,896.00
| 代码 |
公司 |
持股数 |
持股市值 |
占比 |
| PDD | 拼多多 | 8,892,447 | $1,182,250,829 | 29.16% |
| BGNE | 百济神州 | 5,176,906 | $738,589,179 | 18.22% |
| BABA | 阿里巴巴 | 5,379,448 | $387,320,256 | 9.55% |
| BEKE | 贝壳 | 23,172,330 | $327,888,470 | 8.09% |
| LEGN | 传奇生物 | 6,636,496 | $293,930,408 | 7.25% |
| VIPS | 唯品会 | 14,806,000 | $192,774,120 | 4.76% |
| NTES | 网易 | 1,385,814 | $132,456,102 | 3.27% |
| TCOM | 携程 | 1,384,642 | $65,078,174 | 1.61% |
| FUTU | 富途控股 | 716,089 | $46,979,019 | 1.16% |
| ENFN | Enfusion | 4,975,183 | $42,388,559 | 1.05% |
| CTKB | Cytek | 6,657,030 | $37,146,227 | 0.92% |
| BBIO | Bridgebio | 1,390,653 | $35,225,240 | 0.87% |
| DHR | 丹纳赫 | 108,700 | $27,158,695 | 0.67% |
| DASH | Doordash | 247,912 | $26,967,867 | 0.67% |
| CRM | Salesforce | 96,358 | $24,773,642 | 0.61% |
| META | Meta | 44,476 | $22,425,689 | 0.55% |
| AZN | 阿斯利康 | 271,749 | $21,193,705 | 0.52% |
| HTHT | 华住 | 568,613 | $18,946,185 | 0.47% |
| APP | Applavin | 218,400 | $18,175,248 | 0.45% |
| ONON | 昂跑 | 411,400 | $15,962,320 | 0.39% |
| GOOG | 谷歌C | 69,724 | $12,788,776 | 0.32% |
| GERN | | 2,990,500 | $12,679,720 | 0.31% |
| SE | Sea Limited | 174,800 | $12,484,216 | 0.31% |
| TSM | 台积电 | 66,800 | $11,610,508 | 0.29% |
| IMAB | 天境生物 | 6,909,220 | $11,538,397 | 0.28% |
| TMO | 赛默飞世尔科技 | 18,400 | $10,175,200 | 0.25% |
| STVN | | 550,000 | $10,087,000 | 0.25% |
| SOHU | 搜狐 | 713,400 | $9,930,528 | 0.24% |
| NVDA | 英伟达 | 77,700 | $9,599,058 | 0.24% |
| MU | 美光科技 | 72,404 | $9,523,298 | 0.23% |
| MSFT | 微软 | 20,837 | $9,313,097 | 0.23% |
| CPNG | Coupang | 436,514 | $9,144,968 | 0.23% |
| AAPL | 苹果 | 40,500 | $8,530,110 | 0.21% |
| AMZN | 亚马逊 | 41,700 | $8,058,525 | 0.2% |
| ASML | 阿斯麦 | 5,271 | $5,390,810 | 0.13% |
| GOSS | GOSS | 4,974,041 | $4,481,114 | 0.11% |
| RBLX | Roblox | 110,800 | $4,122,868 | 0.1% |
| S | | 170,507 | $3,589,172 | 0.09% |
| ANET | Arista Networks | 9,800 | $3,434,704 | 0.08% |
| EM | 怪兽充电 | 3,949,700 | $3,357,245 | 0.08% |
| QCOM | 高通 | 15,100 | $3,007,618 | 0.07% |
| TUYA | 涂鸦智能 | 1,564,400 | $2,675,124 | 0.07% |
| BCYC | | 125,283 | $2,535,728 | 0.06% |
| SGMT | SAGIME | 724,800 | $2,478,816 | 0.06% |
| AVGO | 博通 | 1,350 | $2,167,466 | 0.05% |
| AMAT | 应用材料公司 | 9,074 | $2,141,373 | 0.05% |
| BEDU | 博实乐教育 | 988,143 | $2,075,100 | 0.05% |
| MOGU | 蘑菇街 | 847,510 | $2,034,024 | 0.05% |
| MA | 万事达 | 4,565 | $2,013,895 | 0.05% |
| V | 维萨卡 | 7,553 | $1,982,436 | 0.05% |
| MCO | 穆迪 | 4,030 | $1,696,348 | 0.04% |
| BZ | BOSS直聘 | 88,400 | $1,662,804 | 0.04% |
| TT | Trane技术 | 4,959 | $1,631,164 | 0.04% |
| PYPL | PayPal | 27,453 | $1,593,098 | 0.04% |
| PYPLV | | 27,453 | $1,593,098 | 0.04% |
| JD | 京东 | 61,000 | $1,576,240 | 0.04% |
| GE | 通用电气 | 9,198 | $1,462,206 | 0.04% |
| IMNM | | 107,626 | $1,302,275 | 0.03% |
| PYXS | Pyxis Oncology | 382,606 | $1,266,426 | 0.03% |
| PACB | Pacific Biosciences | 918,892 | $1,258,882 | 0.03% |
| CDNS | 铿腦电子 | 3,774 | $1,161,449 | 0.03% |
| ALGS | Aligos | 3,121,689 | $1,092,591 | 0.03% |
| DADA | 达达 | 600,000 | $756,000 | 0.02% |
| ZTO | 中通快递 | 36,300 | $753,225 | 0.02% |
| CYBN | | 2,457,542 | $665,994 | 0.02% |
| YSG | 逸仙电商 | 751,790 | $487,085 | 0.01% |
| GOOGL | 谷歌A | 1,409 | $256,649 | 0.01% |
| SRZNW | | 384,273 | $6,379 | 0% |
使用说明
中国概念股列表股票分类参考表* 以上分类由本站划分，并不科学，仅供参考。
* 不同季度报告的持仓市值单位可能不同，有的是美元，有的是千美元，本站暂未做处理，请自行留意。