高瓴资本 2025 Q2 美股持仓列表
持有股票数：36，总市值：$ 3,104,509,729.00
| 代码 |
公司 |
持股数 |
持股市值 |
占比 |
| PDD | 拼多多 | 6,976,804 | $730,192,307 | 23.52% |
| FUTU | 富途控股 | 4,312,237 | $532,949,371 | 17.17% |
| BGNE | 百济神州 | 1,034,306 | $250,374,453 | 8.06% |
| NTES | 网易 | 1,663,668 | $223,896,439 | 7.21% |
| LEGN | 传奇生物 | 5,984,550 | $212,391,680 | 6.84% |
| BEKE | 贝壳 | 7,465,465 | $132,437,349 | 4.27% |
| BABA | 阿里巴巴 | 1,149,700 | $130,387,477 | 4.2% |
| AVBP | ArriVent BioPharma | 4,484,672 | $97,631,309 | 3.14% |
| WNS | WNS控股 | 1,531,466 | $96,849,910 | 3.12% |
| JD | 京东 | 2,275,500 | $74,272,320 | 2.39% |
| YSG | 逸仙电商 | 6,111,933 | $58,919,034 | 1.9% |
| CWAN | | 1,365,971 | $29,955,744 | 0.96% |
| CTKB | Cytek | 6,657,030 | $22,633,902 | 0.73% |
| VIPS | 唯品会 | 1,131,788 | $17,033,409 | 0.55% |
| LI | 理想汽车 | 620,000 | $16,808,200 | 0.54% |
| IMAB | 天境生物 | 5,980,568 | $14,472,975 | 0.47% |
| ZTO | 中通快递 | 671,387 | $11,917,119 | 0.38% |
| BZ | BOSS直聘 | 576,339 | $10,281,888 | 0.33% |
| API | 声网 | 2,098,553 | $7,995,487 | 0.26% |
| GOSS | GOSS | 4,974,041 | $6,118,070 | 0.2% |
| MAZE | Maze Therapeutics | 457,535 | $5,613,954 | 0.18% |
| SGMT | SAGIME | 724,800 | $5,522,976 | 0.18% |
| EM | 怪兽充电 | 3,949,700 | $4,502,658 | 0.15% |
| TUYA | 涂鸦智能 | 1,564,400 | $3,613,764 | 0.12% |
| CTNM | Contineum Therapeutics | 669,337 | $2,657,268 | 0.09% |
| MOGU | 蘑菇街 | 847,510 | $1,803,332 | 0.06% |
| BEDU | 博实乐教育 | 988,143 | $1,749,013 | 0.06% |
| GE | 通用电气 | 6,305 | $1,622,844 | 0.05% |
| MCO | 穆迪 | 2,476 | $1,241,937 | 0.04% |
| MSCI | MSCI明晟 | 2,008 | $1,158,094 | 0.04% |
| PACB | Pacific Biosciences | 918,892 | $1,139,426 | 0.04% |
| ALGS | | 76,247 | $549,741 | 0.02% |
| LSB | | 75,179 | $76,683 | 0% |
| UXIN | 优信 | 19,156 | $70,494 | 0% |
| RDGT | Ridgetech | 20,167 | $22,184 | 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。