高瓴资本 美股持仓 - 按季度 持股数量变化

公司 股票代码 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4
BeiGene, Ltd. BGNE 5472259 5176906 5176906 5176906 5176906 5176906 5176906 3804406
Alibaba Group Holding Ltd BABA 3785116 3262527 2030447 1220618 143900 5379448 8827600 4887300
Pinduoduo Inc. PDD 10642847 8172247 7350847 10110947 11791547 8892447 4766780 2730275
NetEase, Inc. NTES 149700 149700 149700 149700 149700 1385814 2588943 2588943
KE Holdings Inc. BEKE 31228934 35822654 30665445 29224568 29181868 23172330 10868688 11261276
Vipshop Holdings Ltd VIPS 2304797 198600 198600 198600 198600 14806000 15720322 14880002
Legend Biotech Corp LEGN 5130367 6436533 6436533 5984550 5984550 6636496 6636496 5984550
Futu Holdings Ltd FUTU 417187 417187 80000 80000 716089 1051089 1118303
Trip.com Group Ltd TCOM 1384642 1774432 913842
JD.com, Inc. JD 2397789 2704200 509850 1451150 61250 61000 1600000 1690000
Enfusion, Inc. ENFN 4975183 4975183 4975183 4975183 4975183 4975183 4975183 4975183
Cytek Biosciences, Inc. CTKB 7703514 6657030 6657030 6657030 6657030 6657030 6657030 6657030
BridgeBio Pharma, Inc. BBIO 3978410 2993447 2782750 1391240 1367489 1390653 1023950 1023950
Agora, Inc. API 2098553
ZTO Express (Cayman) Inc. ZTO 430500 2497414 1350926 814524 654524 36300 3003008 435927
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSM 98100 66800 19395 42588
Sohu.com Ltd SOHU 731800 731800 731800 731800 713400 713400 713400 510484
I-Mab IMAB 6954442 6909220 6909220 6909220 6909220 6909220 6909220 5980568
Gossamer Bio, Inc. GOSS 4974041 4974041 4974041 4974041 4974041 4974041 4974041 4974041
SAGIMET BIOSCIENCES INC SGMT 1449543 1449543 724800 724800 724800 724800
DANAHER CORP /DE/ DHR 85500 85500 471100 471100 108700 9104 13079
Tuya Inc. TUYA 1599700 1599700 1599700 1599700 1564400 1564400 1564400 1564400
Smart Share Global Ltd EM 4007331 3949700 3949700 3949700 3949700 3949700 3949700 3949700
MSCI Inc. MSCI 3650
MOODYS CORP /DE/ MCO 155846 155846 4030 1502 4477
MOGU INC MOGU 847510 847510 847510 847510 847510 847510 847510 847510
GENERAL ELECTRIC CO GE 18800 9198 5713 10328
BRIGHT SCHOLAR ED HLDGS LTD BEDU 996449 993043 988143 988143 988143 988143 988143 988143
PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB 918892 918892 918892 918892 918892 918892
JOYY Inc. YY 96500 30000 30000
Trane Technologies plc TT 4959 753 2338
Dada Nexus Ltd DADA 600000 600000 700000
Pyxis Oncology, Inc. PYXS 530692 382606 382606 382606 382606 382606 382606 382606
Hello Group Inc. MOMO 53590
Baidu, Inc. BIDU 405900 553353 535400 535400 150600 300000
Yum China Holdings, Inc. YUMCw 665863
H World Group Ltd HTHT 3357573 3814305 2433083 935920 935920 568613 568613
Meta Platforms Inc. - Class A Common Stock META 6000 44476 4000
YS BIOPHARMA CO LTD YSG 751790 751790 751790 751790 751790 751790 751790
DoorDash, Inc. DASH 4450700 2666763 2666763 1032763 583463 247912
Salesforce, Inc. CRM 1731237 1072537 908637 747537 462137 96358
ASTRAZENECA PLC AZN 271749
AppLovin Corp APP 130800 218400
On Holding AG ONON 3291204 2116424 411400 411400 411400 411400
Alphabet Inc. GOOG 100000 58900 69724
GERON CORP GERN 2990500
Sea Ltd SE 174800 174800 174800 174800
THERMO FISHER SCIENTIFIC INC. TMO 25800 41452 31952 18400
Stevanato Group S.p.A. STVN 550000
NVIDIA CORP NVDA 13600 77700
MICRON TECHNOLOGY INC MU 72100 72404
MICROSOFT CORP MSFT 256900 759300 801700 729400 692100 20837
Coupang, Inc. CPNG 3241400 2818100 2580700 2217800 1071500 436514
Apple Inc. AAPL 11700 40500
AMAZON COM INC AMZN 97000 24300 802000 811900 822900 41700
ASML HOLDING NV ASML 3300 5271
Roblox Corp RBLX 110800
SentinelOne, Inc. S 170507
Arista Networks, Inc. ANET 3600 9800
QUALCOMM INC/DE QCOM 3000 15100
BICYCLE THERAPEUTICS plc BCYC 125283
Broadcom Inc. AVGO 2100 1350
APPLIED MATERIALS INC /DE AMAT 9074
Mastercard Inc MA 4565
VISA INC. V 7553
Kanzhun Ltd BZ 217816 123000 123700 123700 89100 88400
PayPal Holdings, Inc. PYPLV 27453
Immunome Inc. IMNM 107626
CADENCE DESIGN SYSTEMS INC CDNS 3774
Aligos Therapeutics, Inc. ALGS 2309764 2309764 2309764 1906191 1906191 3121689
CYBIN INC. CYBN 2457542
Alphabet Inc. GOOGL 1409
Surrozen, Inc./DE SRZNW 399999 387133 384573 384273
ADVANCED MICRO DEVICES INC AMD 113100 40500 912400
TAKE TWO INTERACTIVE SOFTWARE INC TTWO 783000 783000 783000 783000
Kiniksa Pharmaceuticals, Ltd. KNSA 1018091 698741 698741 3135735
Mondelez International, Inc. MDLZ 1070764 523788 441688 370188 196288
Marvell Technology, Inc. MRVL 59500
Vertiv Holdings Co VRT 38200
ATOUR LIFESTYLE HOLDINGS LTD ATAT 477904 661522 200000 200000 50000
Full Truck Alliance Co. Ltd. YMM 5594000 5226419 3533932 2252542 13519
RAYZEBIO INC RYZB 1395716 1062383
NEUMORA THERAPEUTICS INC. NMRA 1699313 1699313
Yatsen Holding Ltd YSG 34939200 34939200 34939200 34939200
Datadog, Inc. DDOG 218100 218100 218100 85100
iQIYI, Inc. IQ 172300 142500 142500 142500
Playtika Holding Corp. PLTK 3092000 72800 72800 72800
UXIN LTD UXIN 191563 191563 191563 191563
CHINA JO-JO DRUGSTORES INC CJJD 403334 403334 403334 403334
DAQO NEW ENERGY CORP. DQ 2037000 2037000 2037000
Roivant Sciences Ltd. ROIV 523461 2448579
Akero Therapeutics, Inc. AKRO 295502 273002 273002
EXACT SCIENCES CORP EXAS 170094 197894 197894
BIOMARIN PHARMACEUTICAL INC BMRN 308693 228942 114042
ARGENX SE ARGX 18665 16765
Tesla, Inc. TSLA 30000
Axsome Therapeutics, Inc. AXSM 100000 100000
Ambrx Biopharma Inc. AMAM 31735
Keurig Dr Pepper Inc. KDP 564568
ADOBE INC. ADBE 27000
Coinbase Global, Inc. COIN 100000
Li Auto Inc. LI 1030972 170704
HOOKIPA Pharma Inc. HOOK 770717
FREEPORT-MCMORAN INC FCX 6274800
Uber Technologies, Inc UBER 1314000
Zoom Video Communications, Inc. ZM 405600
Melco Resorts & Entertainment LTD MLCO 1698877
TLT 195100
Catalent, Inc. CTLT 187000
Sanofi SNY 205700
REGENERON PHARMACEUTICALS, INC. REGN 12500
Snowflake Inc. SNOW 55700
Seagen Inc. SGEN 38350
DIREXION SHS ETF TR 793050
Dyne Therapeutics, Inc. DYN 478401
WOLFSPEED, INC. WOLF 70000
MINISO Group Holding Ltd MNSO 242700
UiPath, Inc. PATH 145200
CCC Intelligent Solutions Holdings Inc. CCCS 200000
Sarepta Therapeutics, Inc. SRPT 10404
ROOT INC ROOT 138977
dLocal Ltd DLO 6800

高瓴资本由张磊先生于2005年创立,专注于长期结构性价值投资和产业创新,覆盖生命健康、硬科技、消费与零售、碳中和、企业服务等领域,投资横跨早期风险投资、私募股权投资、上市公司投资以及并购投资等阶段。 SEC 13F 文件地址