高瓴资本 2026 Q2 美股持仓列表
持有证券数：35，总市值：8.3（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
LEGN
|
传奇生物 |
5,984,550 |
1.7 |
20.77% |
持平 |
0% |
|
FUTU
|
富途控股 |
1,768,283 |
1.7 |
19.92% |
加仓 |
+24.6% |
|
AVBP
|
ArriVent BioPharma |
3,929,117 |
1.4 |
16.4% |
持平 |
0% |
|
MRVL
|
迈成尔科技 |
162,933 |
0.49 |
5.83% |
减仓 |
-4.7% |
|
VIPS
|
唯品会 |
3,470,400 |
0.46 |
5.53% |
加仓 |
+2683% |
|
PDD
|
拼多多 |
500,000 |
0.38 |
4.58% |
减仓 |
-88% |
|
BEKE
|
贝壳 |
2,218,377 |
0.32 |
3.87% |
减仓 |
-47.6% |
|
CTKB
|
Cytek |
6,657,030 |
0.29 |
3.54% |
持平 |
0% |
|
010911105
|
ALAMAR BIOSCIENCES INC |
956,462 |
0.26 |
3.11% |
新进 |
— |
|
BABA
|
阿里巴巴 |
183,934 |
0.18 |
2.12% |
减仓 |
-92.5% |
|
ODYY
|
ODYSSEY THERAPEUTICS INC |
831,656 |
0.16 |
1.87% |
新进 |
— |
|
YSG
|
逸仙电商 |
4,885,873 |
0.15 |
1.86% |
持平 |
0% |
|
IMAB
|
天境生物 |
5,980,568 |
0.12 |
1.4% |
持平 |
0% |
|
CTNM
|
Contineum Therapeutics |
669,337 |
0.11 |
1.32% |
持平 |
0% |
|
MAZE
|
Maze Therapeutics |
366,028 |
0.11 |
1.31% |
持平 |
0% |
|
API
|
声网 |
2,098,553 |
0.08 |
1.01% |
持平 |
0% |
|
TSM
|
台积电 |
15,510 |
0.07 |
0.89% |
减仓 |
-0.1% |
|
SGMT
|
SAGIME |
724,800 |
0.06 |
0.67% |
持平 |
0% |
|
NTES
|
网易 |
34,999 |
0.04 |
0.54% |
新进 |
— |
|
GE
|
通用电气 |
10,043 |
0.04 |
0.45% |
持平 |
0% |
|
LITEV
|
Lumentum Holdings Inc. |
3,300 |
0.03 |
0.34% |
加仓 |
+120% |
|
NVDA
|
英伟达 |
14,054 |
0.03 |
0.34% |
加仓 |
+112.6% |
|
TUYA
|
涂鸦智能 |
1,564,400 |
0.03 |
0.33% |
持平 |
0% |
|
GLW
|
康宁 |
10,266 |
0.03 |
0.32% |
加仓 |
+33.3% |
|
19247G107
|
COHERENT CORP |
6,417 |
0.03 |
0.3% |
加仓 |
+50.1% |
|
G9572D103
|
WEBULL CORP |
309,857 |
0.02 |
0.24% |
减仓 |
-79.3% |
|
INTC
|
英特尔 |
14,300 |
0.02 |
0.24% |
减仓 |
-50.6% |
|
PACB
|
Pacific Biosciences |
918,892 |
0.02 |
0.19% |
持平 |
0% |
|
TXN
|
德州仪器 |
4,800 |
0.01 |
0.17% |
新进 |
— |
|
MOGU
|
蘑菇街 |
847,510 |
0.01 |
0.17% |
持平 |
0% |
|
GOSS
|
GOSS |
4,974,041 |
0.01 |
0.1% |
持平 |
0% |
|
EQX
|
Equinox Gold Corp. |
80,500 |
0.01 |
0.09% |
持平 |
0% |
|
ZM
|
Zoom Video通讯 |
9,010 |
0.01 |
0.09% |
新进 |
— |
|
ALGS
|
ALIGOS THERAPEUTICS INC |
76,247 |
0.00 |
0.05% |
持平 |
0% |
|
G2124G203
|
RIDGETECH INC |
136 |
0.00 |
0% |
新进 |
— |
|
BGNE
|
百济神州 |
— |
— |
— |
清仓 |
-100% |
|
CWAN
|
Clearwater Analytics Holdings, Inc. |
— |
— |
— |
清仓 |
-100% |
|
06849F108
|
BARRICK MNG CORP |
— |
— |
— |
清仓 |
-100% |
|
DDL
|
叮咚买菜 |
— |
— |
— |
清仓 |
-100% |
|
EBR
|
BRAZILIAN ELECTRIC POWER CO |
— |
— |
— |
清仓 |
-100% |
|
464286822
|
ISHARES INC |
— |
— |
— |
清仓 |
-100% |
|
VNET
|
世纪互联 |
— |
— |
— |
清仓 |
-100% |
|
UXIN
|
优信 |
— |
— |
— |
清仓 |
-100% |
|
RDGT
|
Ridgetech |
— |
— |
— |
清仓 |
-100% |