高瓴资本持股数变化

公司	股票代码	2024 Q3	2024 Q4	2025 Q1	2025 Q2	2025 Q3	2025 Q4	2026 Q1	2026 Q2
传奇生物	LEGN	6,636,496	5,984,550	5,984,550	5,984,550	5,984,550	5,984,550	5,984,550	5,984,550
富途控股	FUTU	1,051,089	1,118,303	4,307,492	4,312,237	3,238,179	1,630,249	1,419,483	1,768,283
ArriVent BioPharma	AVBP	4,484,672	4,484,672	4,484,672	4,484,672	4,484,672	3,929,117	3,929,117	3,929,117
迈成尔科技	MRVL							171,033	162,933
唯品会	VIPS	15,720,322	14,880,002	6,683,901	1,131,788			124,700	3,470,400
拼多多	PDD	4,766,780	2,730,275	6,562,576	6,976,804	8,592,600	10,721,400	4,165,029	500,000
贝壳	BEKE	10,868,688	11,261,276	11,973,402	7,465,465	4,236,278	4,236,278	4,236,278	2,218,377
Cytek	CTKB	6,657,030	6,657,030	6,657,030	6,657,030	6,657,030	6,657,030	6,657,030	6,657,030
ALAMAR BIOSCIENCES INC	010911105								956,462
阿里巴巴	BABA	8,827,600	4,887,300	3,907,755	1,149,700	3,289,666	5,430,346	2,453,657	183,934
ODYSSEY THERAPEUTICS INC	ODYY								831,656
逸仙电商	YSG	6,987,839	6,885,873	6,885,873	6,111,933	4,885,873	4,885,873	4,885,873	4,885,873
天境生物	IMAB	6,909,220	5,980,568	5,980,568	5,980,568	5,980,568	5,980,568	5,980,568	5,980,568
Contineum Therapeutics	CTNM	669,337	669,337	669,337	669,337	669,337	669,337	669,337	669,337
Maze Therapeutics	MAZE			457,535	457,535	457,535	457,535	366,028	366,028
声网	API		2,098,553	2,098,553	2,098,553	2,098,553	2,098,553	2,098,553	2,098,553
台积电	TSM	19,395	42,588	33,000			11,300	15,520	15,510
SAGIME	SGMT	724,800	724,800	724,800	724,800	724,800	724,800	724,800	724,800
网易	NTES	2,588,943	2,588,943	2,668,697	1,663,668	790,807			34,999
通用电气	GE	5,713	10,328	6,757	6,305	10,043	10,043	10,043	10,043
Lumentum Holdings Inc.	LITEV							1,500	3,300
英伟达	NVDA							6,610	14,054
涂鸦智能	TUYA	1,564,400	1,564,400	1,564,400	1,564,400	1,564,400	1,564,400	1,564,400	1,564,400
康宁	GLW							7,700	10,266
COHERENT CORP	19247G107							4,275	6,417
WEBULL CORP	G9572D103				33,080,846	33,080,846	5,974,604	1,500,000	309,857
英特尔	INTC							28,970	14,300
Pacific Biosciences	PACB	918,892	918,892	918,892	918,892	918,892	918,892	918,892	918,892
德州仪器	TXN								4,800
蘑菇街	MOGU	847,510	847,510	847,510	847,510	847,510	847,510	847,510	847,510
GOSS	GOSS	4,974,041	4,974,041	4,974,041	4,974,041	4,974,041	4,974,041	4,974,041	4,974,041
Equinox Gold Corp.	EQX					80,500	80,500	80,500	80,500
Zoom Video通讯	ZM								9,010
ALIGOS THERAPEUTICS INC	ALGS	76,247	76,247	76,247	76,247	76,247	76,247	76,247	76,247
RIDGETECH INC	G2124G203								136
百济神州	BGNE	5,176,906	3,804,406	1,034,306	1,034,306	1,034,306	1,034,306	1,034,306
Clearwater Analytics Holdings, Inc.	CWAN				1,365,971	1,365,971	1,365,971	1,365,971
BARRICK MNG CORP	06849F108					25,400	25,400	25,400
叮咚买菜	DDL							354,500
BRAZILIAN ELECTRIC POWER CO	EBR						96,600	63,100
ISHARES INC	464286822							8,800
世纪互联	VNET						53,100	65,100
优信	UXIN	19,156	19,156	19,156	19,156	19,156	19,156	19,156
Ridgetech	RDGT	20,167	20,167	20,167	20,167	20,167	20,167	20,167
谷歌A	GOOGL						7,300
ISHARES BITCOIN TRUST ETF	46438F101						35,300
穆迪	MCO	1,502	4,477	2,637	2,476	2,888	2,888
CENTRAIS ELET BRAS SA	15236F100						25,390
百度	BIDU	300,000		170,000		1,641,000
满帮	YMM					4,066,553

高瓴资本 · 按季度持股数量变化