高瓴资本 美股持仓 - 按季度 持股数量变化

公司 股票代码 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2
Pinduoduo Inc. PDD 2011900 2903800 10642847 8172247 7350847 10110947 11791547 8892447
BeiGene, Ltd. BGNE 5472259 5472259 5472259 5176906 5176906 5176906 5176906 5176906
Alibaba Group Holding Ltd BABA 2238100 3122800 3785116 3262527 2030447 1220618 143900 5379448
KE Holdings Inc. BEKE 11118106 21045865 31228934 35822654 30665445 29224568 29181868 23172330
Legend Biotech Corp LEGN 5136617 5136617 5130367 6436533 6436533 5984550 5984550 6636496
Vipshop Holdings Ltd VIPS 20143686 18989100 2304797 198600 198600 198600 198600 14806000
NetEase, Inc. NTES 149700 149700 149700 149700 149700 149700 1385814
Trip.com Group Ltd TCOM 180000 1384642
Futu Holdings Ltd FUTU 96300 320800 417187 417187 80000 80000 716089
Enfusion, Inc. ENFN 4975183 4975183 4975183 4975183 4975183 4975183 4975183 4975183
Cytek Biosciences, Inc. CTKB 8757030 8684530 7703514 6657030 6657030 6657030 6657030 6657030
BridgeBio Pharma, Inc. BBIO 5362014 5187225 3978410 2993447 2782750 1391240 1367489 1390653
DANAHER CORP /DE/ DHR 85500 85500 471100 471100 108700
DoorDash, Inc. DASH 4691023 4504500 4450700 2666763 2666763 1032763 583463 247912
Salesforce, Inc. CRM 2419637 1731237 1731237 1072537 908637 747537 462137 96358
Meta Platforms Inc. - Class A Common Stock META 6000 44476
ASTRAZENECA PLC AZN 271749
H World Group Ltd HTHT 307200 307200 3357573 3814305 2433083 935920 935920 568613
AppLovin Corp APP 130800 218400
On Holding AG ONON 5468504 5468504 3291204 2116424 411400 411400 411400 411400
Alphabet Inc. GOOG 100000 58900 69724
GERON CORP GERN 2990500
Sea Ltd SE 174800 174800 174800 174800
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSM 105095 60000 98100 66800
I-Mab IMAB 7182850 7182850 6954442 6909220 6909220 6909220 6909220 6909220
THERMO FISHER SCIENTIFIC INC. TMO 25800 41452 31952 18400
Stevanato Group S.p.A. STVN 550000
Sohu.com Ltd SOHU 802034 802034 731800 731800 731800 731800 713400 713400
NVIDIA CORP NVDA 13600 77700
MICRON TECHNOLOGY INC MU 72100 72404
MICROSOFT CORP MSFT 150400 174100 256900 759300 801700 729400 692100 20837
Coupang, Inc. CPNG 3376000 3376000 3241400 2818100 2580700 2217800 1071500 436514
Apple Inc. AAPL 11700 40500
AMAZON COM INC AMZN 70000 67500 97000 24300 802000 811900 822900 41700
ASML HOLDING NV ASML 3300 5271
Gossamer Bio, Inc. GOSS 7420974 4974041 4974041 4974041 4974041 4974041 4974041 4974041
Roblox Corp RBLX 110800
SentinelOne, Inc. S 170507
Arista Networks, Inc. ANET 3600 9800
Smart Share Global Ltd EM 4080000 4080000 4007331 3949700 3949700 3949700 3949700 3949700
QUALCOMM INC/DE QCOM 3000 15100
Tuya Inc. TUYA 1689359 1689359 1599700 1599700 1599700 1599700 1564400 1564400
BICYCLE THERAPEUTICS plc BCYC 125283
SAGIMET BIOSCIENCES INC SGMT 1449543 1449543 724800 724800
Broadcom Inc. AVGO 2100 1350
APPLIED MATERIALS INC /DE AMAT 9074
BRIGHT SCHOLAR ED HLDGS LTD BEDU 996449 996449 996449 993043 988143 988143 988143 988143
MOGU INC MOGU 870580 870580 847510 847510 847510 847510 847510 847510
Mastercard Inc MA 4565
VISA INC. V 7553
MOODYS CORP /DE/ MCO 155846 155846 4030
Kanzhun Ltd BZ 847999 1506199 217816 123000 123700 123700 89100 88400
Trane Technologies plc TT 4959
PayPal Holdings, Inc. PYPLV 27453
JD.com, Inc. JD 6363800 6623200 2397789 2704200 509850 1451150 61250 61000
GENERAL ELECTRIC CO GE 18800 9198
Immunome Inc. IMNM 107626
Pyxis Oncology, Inc. PYXS 764406 764406 530692 382606 382606 382606 382606 382606
PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB 918892 918892 918892 918892
CADENCE DESIGN SYSTEMS INC CDNS 3774
Aligos Therapeutics, Inc. ALGS 2365064 2309764 2309764 2309764 2309764 1906191 1906191 3121689
Dada Nexus Ltd DADA 600000
ZTO Express (Cayman) Inc. ZTO 430500 2497414 1350926 814524 654524 36300
CYBIN INC. CYBN 2457542
YS BIOPHARMA CO LTD YSG 751790 751790 751790 751790 751790 751790
Alphabet Inc. GOOGL 1409
Surrozen, Inc./DE SRZNW 399999 399999 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 2920023 2623924 1018091 698741 698741 3135735
Baidu, Inc. BIDU 405900 553353 535400 535400 150600
Mondelez International, Inc. MDLZ 1862164 1070764 1070764 523788 441688 370188 196288
Marvell Technology, Inc. MRVL 59500
Vertiv Holdings Co VRT 38200
ATOUR LIFESTYLE HOLDINGS LTD ATAT 545000 477904 661522 200000 200000 50000
Full Truck Alliance Co. Ltd. YMM 3027100 4127100 5594000 5226419 3533932 2252542 13519
RAYZEBIO INC RYZB 1395716 1062383
NEUMORA THERAPEUTICS INC. NMRA 1699313 1699313
Yatsen Holding Ltd YSG 34939200 34939200 34939200 34939200 34939200 34939200
Datadog, Inc. DDOG 226200 218100 218100 218100 218100 85100
iQIYI, Inc. IQ 15414206 12163800 172300 142500 142500 142500
Playtika Holding Corp. PLTK 3280699 3164800 3092000 72800 72800 72800
UXIN LTD UXIN 191563 191563 191563 191563 191563
CHINA JO-JO DRUGSTORES INC CJJD 403334 403334 403334 403334 403334 403334
DAQO NEW ENERGY CORP. DQ 2101315 2101315 2037000 2037000 2037000
Roivant Sciences Ltd. ROIV 523461 2448579
Akero Therapeutics, Inc. AKRO 680000 315502 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 6274800
Uber Technologies, Inc UBER 1314000 1403600 1314000
Zoom Video Communications, Inc. ZM 420500 405600 405600
Melco Resorts & Entertainment LTD MLCO 1698877 1698877 1698877
TLT 140000 195100
Catalent, Inc. CTLT 187000
Sanofi SNY 205700
REGENERON PHARMACEUTICALS, INC. REGN 12500
Snowflake Inc. SNOW 63000 63000 55700
Seagen Inc. SGEN 38350
DIREXION SHS ETF TR 1200000 793050
Dyne Therapeutics, Inc. DYN 1000000 939648 478401
WOLFSPEED, INC. WOLF 70000
MINISO Group Holding Ltd MNSO 252322 252322 242700
JOYY Inc. YY 100000 96500
UiPath, Inc. PATH 150000 145200 145200
CCC Intelligent Solutions Holdings Inc. CCCS 200000 200000 200000
Sarepta Therapeutics, Inc. SRPT 10404
ROOT INC ROOT 144443 138977 138977
dLocal Ltd DLO 380524 6800 6800
JinkoSolar Holding Co., Ltd. JKS 1291616 654049
Sunrun Inc. RUN 344800
Enphase Energy, Inc. ENPH 19300
TQQQ 230000
Allogene Therapeutics, Inc. ALLO 800000 623434
Moderna, Inc. MRNA 15000
Century Therapeutics, Inc. IPSC 614095 496624
Surrozen, Inc./DE SRZN 1200000 1161400
Forma Therapeutics Holdings, Inc. FMTX 1100000
ACM Research, Inc. ACMR 670755
MP Materials Corp. / DE MP 200000
VANECK ETF TRUST 20000
Prelude Therapeutics Inc PRLD 583333
ADC Therapeutics SA ADCT 500000
Uxin Ltd UXIN 1915634

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