高瓴资本 2025 Q1 美股持仓列表
持有股票数：49，总市值：$ 3,539,417,616.00
| 代码 |
公司 |
持股数 |
持股市值 |
占比 |
| PDD | 拼多多 | 6,562,576 | $776,680,870 | 21.94% |
| BABA | 阿里巴巴 | 3,907,755 | $516,722,444 | 14.6% |
| FUTU | 富途控股 | 4,307,492 | $440,871,806 | 12.46% |
| BGNE | 百济神州 | 1,034,306 | $281,507,064 | 7.95% |
| NTES | 网易 | 2,668,697 | $274,662,295 | 7.76% |
| BEKE | 贝壳 | 11,973,402 | $240,545,646 | 6.8% |
| LEGN | 传奇生物 | 5,984,550 | $203,055,782 | 5.74% |
| JD | 京东 | 4,811,700 | $197,857,104 | 5.59% |
| VIPS | 唯品会 | 6,683,901 | $104,803,568 | 2.96% |
| WNS | WNS控股 | 1,531,466 | $94,169,844 | 2.66% |
| AVBP | ArriVent BioPharma | 4,484,672 | $82,921,585 | 2.34% |
| TCOM | 携程 | 938,842 | $59,691,574 | 1.69% |
| ENFN | Enfusion | 4,975,183 | $55,473,290 | 1.57% |
| YSG | 逸仙电商 | 6,885,873 | $33,121,049 | 0.94% |
| CTKB | Cytek | 6,657,030 | $26,694,690 | 0.75% |
| BIDU | 百度 | 170,000 | $15,645,100 | 0.44% |
| LI | 理想汽车 | 620,000 | $15,624,000 | 0.44% |
| YUMC | 百胜中国 | 292,122 | $15,207,871 | 0.43% |
| YUMCw | 百胜中国 | 292,122 | $15,207,871 | 0.43% |
| ZTO | 中通快递 | 671,387 | $13,320,318 | 0.38% |
| BZ | BOSS直聘 | 576,339 | $11,048,419 | 0.31% |
| HTHT | 华住 | 237,332 | $8,783,657 | 0.25% |
| API | 声网 | 2,098,553 | $8,436,183 | 0.24% |
| ATAT | 亚朵 | 242,342 | $6,870,396 | 0.19% |
| TSM | 台积电 | 33,000 | $5,478,000 | 0.15% |
| GOSS | GOSS | 4,974,041 | $5,471,445 | 0.15% |
| MAZE | Maze Therapeutics | 457,535 | $5,037,460 | 0.14% |
| IMAB | 天境生物 | 5,980,568 | $4,927,390 | 0.14% |
| TUYA | 涂鸦智能 | 1,564,400 | $4,740,132 | 0.13% |
| CTNM | Contineum Therapeutics | 669,337 | $4,671,972 | 0.13% |
| EM | 怪兽充电 | 3,949,700 | $4,423,664 | 0.12% |
| SOHU | 搜狐 | 201,432 | $2,652,859 | 0.07% |
| SGMT | SAGIME | 724,800 | $2,362,848 | 0.07% |
| MOGU | 蘑菇街 | 847,510 | $1,872,997 | 0.05% |
| BEDU | 博实乐教育 | 988,143 | $1,650,199 | 0.05% |
| DHR | 丹纳赫 | 8,026 | $1,645,330 | 0.05% |
| YY | 欢聚时代 | 34,000 | $1,427,320 | 0.04% |
| GE | 通用电气 | 6,757 | $1,352,414 | 0.04% |
| MCO | 穆迪 | 2,637 | $1,228,025 | 0.03% |
| MSCI | MSCI明晟 | 2,128 | $1,203,384 | 0.03% |
| CYD | 玉柴国际 | 70,000 | $1,189,300 | 0.03% |
| PACB | Pacific Biosciences | 918,892 | $1,084,293 | 0.03% |
| WB | 微博 | 100,000 | $947,000 | 0.03% |
| XYF | 小意科技 | 50,000 | $719,500 | 0.02% |
| ALGS | | 76,247 | $629,038 | 0.02% |
| ECX | 亿咖通 | 400,000 | $504,000 | 0.01% |
| MGX | | 150,699 | $204,951 | 0.01% |
| LSB | | 75,179 | $181,933 | 0.01% |
| UXIN | 优信 | 19,156 | $76,432 | 0% |
| RDGT | Ridgetech | 20,167 | $21,175 | 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。