高瓴资本 美股持仓 - 按季度 持股市值变化

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 1179435982 923042340 931170082 933706766 809616329 738589179 1162267166 702711832
Alibaba Group Holding Ltd BABA 386763153 271931625 176120973 94610101 10412604 387320256 936784912 414394167
Pinduoduo Inc. PDD 807792087 565029158 720897565 1479332656 1370767339 1182250829 642609612 264809372
NetEase, Inc. NTES 13239468 14474493 14993952 13946052 15489459 132456102 242092060 230959605
KE Holdings Inc. BEKE 588353117 531966412 475927706 473730247 400667048 327888470 216395578 207432704
Vipshop Holdings Ltd VIPS 34986818 3276900 3179586 3527136 3286830 192774120 247280665 200433627
Legend Biotech Corp LEGN 247386297 444313873 432341922 360090374 335673410 293930408 323396450 194737257
Futu Holdings Ltd FUTU 21631146 16579011 4624800 4370400 46979019 100536663 89453057
Trip.com Group Ltd TCOM 65078174 105454494 62744392
JD.com, Inc. JD 105238959 92294346 14851931 41923724 1677638 1576240 64000000 58592300
Enfusion, Inc. ENFN 52239422 55821553 44627392 48259275 46020443 42388559 47214487 51244385
Cytek Biosciences, Inc. CTKB 70795294 56851036 36746806 60712114 44668671 37146227 36879946 43204125
BridgeBio Pharma, Inc. BBIO 65962038 51487288 73381118 56164359 42282760 35225240 26069767 28097188
Agora, Inc. API 8729980
ZTO Express (Cayman) Inc. ZTO 12338130 62635143 32651881 17333071 13705733 753225 74384508 8522373
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSM 13346505 11610508 3368330 8410704
Sohu.com Ltd SOHU 10779414 8064436 6893556 7266774 7540638 9930528 11236050 6728179
I-Mab IMAB 24062369 20658568 9120170 13127518 12851149 11538397 8567433 5083483
Gossamer Bio, Inc. GOSS 6267292 5968849 4142381 4538812 5869368 4481114 4906394 4499517
SAGIMET BIOSCIENCES INC SGMT 12755978 7856523 3928416 2478816 2007696 3261600
DANAHER CORP /DE/ DHR 20520000 21212550 108984274 117643092 27158695 2531094 3002284
Tuya Inc. TUYA 3023433 3023433 2479535 3679310 2737700 2675124 2581260 2800276
Smart Share Global Ltd EM 4367991 3850958 2984393 1978800 2596533 3357245 2802312 2764790
MSCI Inc. MSCI 2190037
MOODYS CORP /DE/ MCO 60867214 61252153 1696348 712834 2119277
MOGU INC MOGU 2754408 2034024 1779771 1618744 1601794 2034024 2169626 1839097
GENERAL ELECTRIC CO GE 3299964 1462206 1077358 1722607
BRIGHT SCHOLAR ED HLDGS LTD BEDU 2391478 1122139 1136364 1235179 1956523 2075100 2005831 1699606
PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB 7672748 9014331 3445845 1258882 1562116 1681572
JOYY Inc. YY 3008870 1087200 1255500
Trane Technologies plc TT 1631164 292714 863540
Dada Nexus Ltd DADA 756000 1140000 847000
Pyxis Oncology, Inc. PYXS 2128075 979471 761386 688691 1629902 1266426 1404164 596865
Hello Group Inc. MOMO 413179
Baidu, Inc. BIDU 61258428 75759559 71930990 63760786 15855168 31587000
Yum China Holdings, Inc. YUMCw 29977152
H World Group Ltd HTHT 164453926 147918748 95936463 31297165 36220104 18946185 21152404
Meta Platforms Inc. - Class A Common Stock META 2913480 22425689 2289760
YS BIOPHARMA CO LTD YSG 1202864 1037470 601432 404463 526253 487085 512721
DoorDash, Inc. DASH 282886492 203794028 211927656 102129933 80354524 26967867
Salesforce, Inc. CRM 345866528 226584167 184253411 196706886 139186422 24773642
ASTRAZENECA PLC AZN 21193705
AppLovin Corp APP 9053976 18175248
On Holding AG ONON 102126060 69841992 11445148 11095458 14555332 15962320
Alphabet Inc. GOOG 12097000 8968114 12788776
GERON CORP GERN 12679720
Sea Ltd SE 7682460 7079400 9388508 12484216
THERMO FISHER SCIENTIFIC INC. TMO 14870346 21627581 16173144 10175200
Stevanato Group S.p.A. STVN 10087000
NVIDIA CORP NVDA 12288416 9599058
MICRON TECHNOLOGY INC MU 8499869 9523298
MICROSOFT CORP MSFT 74064270 258572022 253136775 274283576 291180312 9313097
Coupang, Inc. CPNG 51862400 49034940 43871900 35906182 19061985 9144968
Apple Inc. AAPL 2006316 8530110
AMAZON COM INC AMZN 10019130 3167748 101950240 123360086 148434702 8058525
ASML HOLDING NV ASML 3202551 5390810
Roblox Corp RBLX 4122868
SentinelOne, Inc. S 3589172
Arista Networks, Inc. ANET 1043928 3434704
QUALCOMM INC/DE QCOM 507900 3007618
BICYCLE THERAPEUTICS plc BCYC 2535728
Broadcom Inc. AVGO 2783361 2167466
APPLIED MATERIALS INC /DE AMAT 2141373
Mastercard Inc MA 2013895
VISA INC. V 1982436
Kanzhun Ltd BZ 4145038 1851150 1876529 2054657 1561923 1662804
PayPal Holdings, Inc. PYPLV 1593098
Immunome Inc. IMNM 1302275
CADENCE DESIGN SYSTEMS INC CDNS 1161449
Aligos Therapeutics, Inc. ALGS 2018734 2242781 1725394 1265711 1868067 1092591
CYBIN INC. CYBN 665994
Alphabet Inc. GOOGL 256649
Surrozen, Inc./DE SRZNW 24400 21370 15844 6379
ADVANCED MICRO DEVICES INC AMD 11084931 4613355 164679076
TAKE TWO INTERACTIVE SOFTWARE INC TTWO 115226280 109925370 126023850 116267670
Kiniksa Pharmaceuticals, Ltd. KNSA 10954659 9838273 12137131 61868052
Mondelez International, Inc. MDLZ 74653666 38205097 30653147 26812717 13740160
Marvell Technology, Inc. MRVL 4217360
Vertiv Holdings Co VRT 3119794
ATOUR LIFESTYLE HOLDINGS LTD ATAT 12525864 10743117 3770000 3472000 897000
Full Truck Alliance Co. Ltd. YMM 42570340 32508326 24878881 15790319 98283
RAYZEBIO INC RYZB 30984895 66048351
NEUMORA THERAPEUTICS INC. NMRA 23977306 28973287
Yatsen Holding Ltd YSG 51710016 35288592 34939200 25561519
Datadog, Inc. DDOG 15847146 21456678 19866729 10329438
iQIYI, Inc. IQ 1254344 760950 675450 695400
Playtika Holding Corp. PLTK 34815920 844480 701064 634816
UXIN LTD UXIN 429101 314163 312248 134286
CHINA JO-JO DRUGSTORES INC CJJD 1806936 161293 95993 86757
DAQO NEW ENERGY CORP. DQ 95413080 80868900 61659990
Roivant Sciences Ltd. ROIV 5276487 28599403
Akero Therapeutics, Inc. AKRO 11305907 12746463 13808441
EXACT SCIENCES CORP EXAS 11534074 18582247 13500329
BIOMARIN PHARMACEUTICAL INC BMRN 30017307 19844693 10090436
ARGENX SE ARGX 7274310 8242177
Tesla, Inc. TSLA 7506600
Axsome Therapeutics, Inc. AXSM 7186000 6989000
Ambrx Biopharma Inc. AMAM 364953
Keurig Dr Pepper Inc. KDP 17654041
ADOBE INC. ADBE 13202730
Coinbase Global, Inc. COIN 7155000
Li Auto Inc. LI 25722751 5991710
HOOKIPA Pharma Inc. HOOK 678231
FREEPORT-MCMORAN INC FCX 256702068
Uber Technologies, Inc UBER 41653800
Zoom Video Communications, Inc. ZM 29949504
Melco Resorts & Entertainment LTD MLCO 21626704
TLT 20752787
Catalent, Inc. CTLT 12287770
Sanofi SNY 11194194
REGENERON PHARMACEUTICALS, INC. REGN 10270875
Snowflake Inc. SNOW 8593953
Seagen Inc. SGEN 7764725
DIREXION SHS ETF TR 7042284
Dyne Therapeutics, Inc. DYN 5511180
WOLFSPEED, INC. WOLF 4546500
MINISO Group Holding Ltd MNSO 4305498
UiPath, Inc. PATH 2549712
CCC Intelligent Solutions Holdings Inc. CCCS 1794000
Sarepta Therapeutics, Inc. SRPT 1433983
ROOT INC ROOT 626786
dLocal Ltd DLO 110296

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