高瓴资本 美股持仓 - 按季度 持股数量变化

公司 股票代码 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2
Pinduoduo Inc. PDD 7350847 10110947 11791547 8892447 4766780 2730275 6562576 6976804
Futu Holdings Ltd FUTU 80000 80000 716089 1051089 1118303 4307492 4312237
BeiGene, Ltd. BGNE 5176906 5176906 5176906 5176906 5176906 3804406 1034306 1034306
NetEase, Inc. NTES 149700 149700 149700 1385814 2588943 2588943 2668697 1663668
Legend Biotech Corp LEGN 6436533 5984550 5984550 6636496 6636496 5984550 5984550 5984550
KE Holdings Inc. BEKE 30665445 29224568 29181868 23172330 10868688 11261276 11973402 7465465
Alibaba Group Holding Ltd BABA 2030447 1220618 143900 5379448 8827600 4887300 3907755 1149700
ARRIVENT BIOPHARMA INC AVBP 3929117 4484672 4484672 4484672 4484672 4484672
WNS HLDGS LTD WNS 1531466 1531466 1531466
JD.com, Inc. JD 509850 1451150 61250 61000 1600000 1690000 4811700 2275500
YATSEN HLDG LTD YSG 6987839 6987839 6987839 6885873 6885873 6111933
Clearwater Analytics Holdings, Inc. CWAN 1365971
Cytek Biosciences, Inc. CTKB 6657030 6657030 6657030 6657030 6657030 6657030 6657030 6657030
Vipshop Holdings Ltd VIPS 198600 198600 198600 14806000 15720322 14880002 6683901 1131788
Li Auto Inc. LI 620000 620000
I-Mab IMAB 6909220 6909220 6909220 6909220 6909220 5980568 5980568 5980568
ZTO Express (Cayman) Inc. ZTO 1350926 814524 654524 36300 3003008 435927 671387 671387
Kanzhun Ltd BZ 123700 123700 89100 88400 576339 576339
Agora, Inc. API 2098553 2098553 2098553
Gossamer Bio, Inc. GOSS 4974041 4974041 4974041 4974041 4974041 4974041 4974041 4974041
MAZE THERAPEUTICS INC MAZE 457535 457535
SAGIMET BIOSCIENCES INC SGMT 1449543 1449543 724800 724800 724800 724800 724800 724800
Smart Share Global Ltd EM 3949700 3949700 3949700 3949700 3949700 3949700 3949700 3949700
Tuya Inc. TUYA 1599700 1599700 1564400 1564400 1564400 1564400 1564400 1564400
CONTINEUM THERAPEUTICS INC CTNM 669337 669337 669337 669337 669337
MOGU INC MOGU 847510 847510 847510 847510 847510 847510 847510 847510
BRIGHT SCHOLAR ED HLDGS LTD BEDU 988143 988143 988143 988143 988143 988143 988143 988143
GENERAL ELECTRIC CO GE 18800 9198 5713 10328 6757 6305
MOODYS CORP /DE/ MCO 155846 155846 4030 1502 4477 2637 2476
MSCI Inc. MSCI 3650 2128 2008
PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB 918892 918892 918892 918892 918892 918892 918892 918892
ALIGOS THERAPEUTICS INC ALGS 76247 76247 76247 76247
LAKESHORE BIOPHARMA CO LTD LSB 75179 75179 75179
UXIN LTD UXIN 19156 19156 19156 19156 19156 19156
RIDGETECH INC RDGT 20167 20167 20167 20167 20167 20167
Trip.com Group Ltd TCOM 1384642 1774432 913842 938842
Enfusion, Inc. ENFN 4975183 4975183 4975183 4975183 4975183 4975183 4975183
Baidu, Inc. BIDU 535400 535400 150600 300000 170000
Yum China Holdings, Inc. YUMCw 665863 292122
H World Group Ltd HTHT 2433083 935920 935920 568613 568613 237332
ATOUR LIFESTYLE HOLDINGS LTD ATAT 200000 200000 50000 242342
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSM 98100 66800 19395 42588 33000
Sohu.com Ltd SOHU 731800 731800 713400 713400 713400 510484 201432
DANAHER CORP /DE/ DHR 85500 471100 471100 108700 9104 13079 8026
JOYY Inc. YY 30000 30000 34000
CHINA YUCHAI INTERNATIONAL LTD CYD 70000
WEIBO Corp WB 100000
X Financial XYF 50000
ECARX HOLDINGS INC ECX 400000
METAGENOMI INC MGX 777768 777768 777768 777768 150699
BridgeBio Pharma, Inc. BBIO 2782750 1391240 1367489 1390653 1023950 1023950
Trane Technologies plc TT 4959 753 2338
Dada Nexus Ltd DADA 600000 600000 700000
Pyxis Oncology, Inc. PYXS 382606 382606 382606 382606 382606 382606
Hello Group Inc. MOMO 53590
Meta Platforms Inc. - Class A Common Stock META 6000 44476 4000
YS BIOPHARMA CO LTD YSG 751790 751790 751790 751790 751790
DoorDash, Inc. DASH 2666763 1032763 583463 247912
Salesforce, Inc. CRM 908637 747537 462137 96358
ASTRAZENECA PLC AZN 271749
AppLovin Corp APP 130800 218400
On Holding AG ONON 411400 411400 411400 411400
Alphabet Inc. GOOG 58900 69724
GERON CORP GERN 2990500
Sea Ltd SE 174800 174800 174800 174800
THERMO FISHER SCIENTIFIC INC. TMO 31952 18400
Stevanato Group S.p.A. STVN 550000
NVIDIA CORP NVDA 13600 77700
MICRON TECHNOLOGY INC MU 72100 72404
MICROSOFT CORP MSFT 801700 729400 692100 20837
Coupang, Inc. CPNG 2580700 2217800 1071500 436514
Apple Inc. AAPL 11700 40500
AMAZON COM INC AMZN 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
PayPal Holdings, Inc. PYPLV 27453
Immunome Inc. IMNM 107626
CADENCE DESIGN SYSTEMS INC CDNS 3774
Aligos Therapeutics, Inc. ALGS 2309764 1906191 1906191 3121689
CYBIN INC. CYBN 2457542
Alphabet Inc. GOOGL 1409
Surrozen, Inc./DE SRZNW 384573 384273
ADVANCED MICRO DEVICES INC AMD 912400
TAKE TWO INTERACTIVE SOFTWARE INC TTWO 783000 783000 783000
Kiniksa Pharmaceuticals, Ltd. KNSA 698741 3135735
Mondelez International, Inc. MDLZ 441688 370188 196288
Marvell Technology, Inc. MRVL 59500
Vertiv Holdings Co VRT 38200
Full Truck Alliance Co. Ltd. YMM 3533932 2252542 13519
RAYZEBIO INC RYZB 1395716 1062383
NEUMORA THERAPEUTICS INC. NMRA 1699313 1699313
Yatsen Holding Ltd YSG 34939200 34939200
Datadog, Inc. DDOG 218100 85100
iQIYI, Inc. IQ 142500 142500
Playtika Holding Corp. PLTK 72800 72800
UXIN LTD UXIN 191563 191563
CHINA JO-JO DRUGSTORES INC CJJD 403334 403334
DAQO NEW ENERGY CORP. DQ 2037000
Roivant Sciences Ltd. ROIV 2448579
Akero Therapeutics, Inc. AKRO 273002
EXACT SCIENCES CORP EXAS 197894
BIOMARIN PHARMACEUTICAL INC BMRN 114042
ARGENX SE ARGX 16765
Tesla, Inc. TSLA 30000
Axsome Therapeutics, Inc. AXSM 100000
Ambrx Biopharma Inc. AMAM 31735

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