| 公司 | 股票代码 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | 2025 Q3 | 2025 Q4 | 2026 Q1 | 2026 Q2 |
|---|---|---|---|---|---|---|---|---|---|
| Sea Limited | SE | 180,050 | |||||||
| 怪兽充电 | EM | 3,949,700 | 3,949,700 | 3,949,700 | 3,949,700 | 3,949,700 | |||
| 博实乐教育 | BEDU | 988,143 | 988,143 | 988,143 | 988,143 | 988,143 | |||
| WNS控股 | WNS | 1,531,466 | 1,531,466 | 1,531,466 | |||||
| 京东 | JD | 1,600,000 | 1,690,000 | 4,811,700 | 2,275,500 | ||||
| 理想汽车 | LI | 620,000 | 620,000 | ||||||
| 中通快递 | ZTO | 3,003,008 | 435,927 | 671,387 | 671,387 | ||||
| BOSS直聘 | BZ | 576,339 | 576,339 | ||||||
| MSCI明晟 | MSCI | 3,650 | 2,128 | 2,008 | |||||
| LAKESHORE BIOPHARMA CO LTD | LSB | 75,179 | 75,179 | 75,179 | |||||
| 携程 | TCOM | 1,774,432 | 913,842 | 938,842 | |||||
| Enfusion | ENFN | 4,975,183 | 4,975,183 | 4,975,183 | |||||
| 百胜中国 | YUMCw | 665,863 | 292,122 | ||||||
| 华住 | HTHT | 568,613 | 237,332 | ||||||
| 亚朵 | ATAT | 242,342 | |||||||
| 搜狐 | SOHU | 713,400 | 510,484 | 201,432 | |||||
| 丹纳赫 | DHR | 9,104 | 13,079 | 8,026 | |||||
| 欢聚时代 | YY | 30,000 | 30,000 | 34,000 | |||||
| 玉柴国际 | CYD | 70,000 | |||||||
| 微博 | WB | 100,000 | |||||||
| 小意科技 | XYF | 50,000 | |||||||
| 亿咖通 | ECX | 400,000 | |||||||
| METAGENOMI INC | MGX | 777,768 | 777,768 | 150,699 | |||||
| Kiniksa Pharmaceuticals, Ltd. | KNSA | 1,582,635 | 1,582,635 | ||||||
| Bridgebio | BBIO | 1,023,950 | 1,023,950 | ||||||
| GE Vernova Inc. | GEV | 7,746 | 7,826 | ||||||
| Trane技术 | TT | 753 | 2,338 | ||||||
| 达达 | DADA | 600,000 | 700,000 | ||||||
| Pyxis Oncology | PYXS | 382,606 | 382,606 | ||||||
| 挚文集团 | MOMO | 53,590 | |||||||
| ZEEKR Intelligent Technology Ho | ZK | 145,000 | |||||||
| Global X Uranium ETF | URA | 100,000 | |||||||
| KRANESHARES TRUST | 500767306 | 79,500 | |||||||
| Meta | META | 4,000 | |||||||
| 逸仙电商 | YSG | 751,790 |
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。
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