高瓴资本 美股持仓 - 按季度 持股市值变化

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 720897565 1479332656 1370767339 1182250829 642609612 264809372 776680870 730192307
Futu Holdings Ltd FUTU 4624800 4370400 46979019 100536663 89453057 440871806 532949371
BeiGene, Ltd. BGNE 931170082 933706766 809616329 738589179 1162267166 702711832 281507064 250374453
NetEase, Inc. NTES 14993952 13946052 15489459 132456102 242092060 230959605 274662295 223896439
Legend Biotech Corp LEGN 432341922 360090374 335673410 293930408 323396450 194737257 203055782 212391680
KE Holdings Inc. BEKE 475927706 473730247 400667048 327888470 216395578 207432704 240545646 132437349
Alibaba Group Holding Ltd BABA 176120973 94610101 10412604 387320256 936784912 414394167 516722444 130387477
ARRIVENT BIOPHARMA INC AVBP 70174030 83190666 105389792 119471662 82921585 97631309
WNS HLDGS LTD WNS 72576174 94169844 96849910
JD.com, Inc. JD 14851931 41923724 1677638 1576240 64000000 58592300 197857104 74272320
YATSEN HLDG LTD YSG 14744341 18587652 23828531 27405775 33121049 58919034
Clearwater Analytics Holdings, Inc. CWAN 29955744
Cytek Biosciences, Inc. CTKB 36746806 60712114 44668671 37146227 36879946 43204125 26694690 22633902
Vipshop Holdings Ltd VIPS 3179586 3527136 3286830 192774120 247280665 200433627 104803568 17033409
Li Auto Inc. LI 15624000 16808200
I-Mab IMAB 9120170 13127518 12851149 11538397 8567433 5083483 4927390 14472975
ZTO Express (Cayman) Inc. ZTO 32651881 17333071 13705733 753225 74384508 8522373 13320318 11917119
Kanzhun Ltd BZ 1876529 2054657 1561923 1662804 11048419 10281888
Agora, Inc. API 8729980 8436183 7995487
Gossamer Bio, Inc. GOSS 4142381 4538812 5869368 4481114 4906394 4499517 5471445 6118070
MAZE THERAPEUTICS INC MAZE 5037460 5613954
SAGIMET BIOSCIENCES INC SGMT 12755978 7856523 3928416 2478816 2007696 3261600 2362848 5522976
Smart Share Global Ltd EM 2984393 1978800 2596533 3357245 2802312 2764790 4423664 4502658
Tuya Inc. TUYA 2479535 3679310 2737700 2675124 2581260 2800276 4740132 3613764
CONTINEUM THERAPEUTICS INC CTNM 11787025 12811110 9805787 4671972 2657268
MOGU INC MOGU 1779771 1618744 1601794 2034024 2169626 1839097 1872997 1803332
BRIGHT SCHOLAR ED HLDGS LTD BEDU 1136364 1235179 1956523 2075100 2005831 1699606 1650199 1749013
GENERAL ELECTRIC CO GE 3299964 1462206 1077358 1722607 1352414 1622844
MOODYS CORP /DE/ MCO 60867214 61252153 1696348 712834 2119277 1228025 1241937
MSCI Inc. MSCI 2190037 1203384 1158094
PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB 7672748 9014331 3445845 1258882 1562116 1681572 1084293 1139426
ALIGOS THERAPEUTICS INC ALGS 660299 3037680 629038 549741
LAKESHORE BIOPHARMA CO LTD LSB 259368 181933 76683
UXIN LTD UXIN 40611 38887 128537 88692 76432 70494
RIDGETECH INC RDGT 62920 45376 43762 35292 21175 22184
Trip.com Group Ltd TCOM 65078174 105454494 62744392 59691574
Enfusion, Inc. ENFN 44627392 48259275 46020443 42388559 47214487 51244385 55473290
Baidu, Inc. BIDU 71930990 63760786 15855168 31587000 15645100
Yum China Holdings, Inc. YUMCw 29977152 15207871
H World Group Ltd HTHT 95936463 31297165 36220104 18946185 21152404 8783657
ATOUR LIFESTYLE HOLDINGS LTD ATAT 3770000 3472000 897000 6870396
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSM 13346505 11610508 3368330 8410704 5478000
Sohu.com Ltd SOHU 6893556 7266774 7540638 9930528 11236050 6728179 2652859
DANAHER CORP /DE/ DHR 21212550 108984274 117643092 27158695 2531094 3002284 1645330
JOYY Inc. YY 1087200 1255500 1427320
CHINA YUCHAI INTERNATIONAL LTD CYD 1189300
WEIBO Corp WB 947000
X Financial XYF 719500
ECARX HOLDINGS INC ECX 504000
METAGENOMI INC MGX 8205452 3173293 1687757 2807742 204951
BridgeBio Pharma, Inc. BBIO 73381118 56164359 42282760 35225240 26069767 28097188
Trane Technologies plc TT 1631164 292714 863540
Dada Nexus Ltd DADA 756000 1140000 847000
Pyxis Oncology, Inc. PYXS 761386 688691 1629902 1266426 1404164 596865
Hello Group Inc. MOMO 413179
Meta Platforms Inc. - Class A Common Stock META 2913480 22425689 2289760
YS BIOPHARMA CO LTD YSG 601432 404463 526253 487085 512721
DoorDash, Inc. DASH 211927656 102129933 80354524 26967867
Salesforce, Inc. CRM 184253411 196706886 139186422 24773642
ASTRAZENECA PLC AZN 21193705
AppLovin Corp APP 9053976 18175248
On Holding AG ONON 11445148 11095458 14555332 15962320
Alphabet Inc. GOOG 8968114 12788776
GERON CORP GERN 12679720
Sea Ltd SE 7682460 7079400 9388508 12484216
THERMO FISHER SCIENTIFIC INC. TMO 16173144 10175200
Stevanato Group S.p.A. STVN 10087000
NVIDIA CORP NVDA 12288416 9599058
MICRON TECHNOLOGY INC MU 8499869 9523298
MICROSOFT CORP MSFT 253136775 274283576 291180312 9313097
Coupang, Inc. CPNG 43871900 35906182 19061985 9144968
Apple Inc. AAPL 2006316 8530110
AMAZON COM INC AMZN 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
PayPal Holdings, Inc. PYPLV 1593098
Immunome Inc. IMNM 1302275
CADENCE DESIGN SYSTEMS INC CDNS 1161449
Aligos Therapeutics, Inc. ALGS 1725394 1265711 1868067 1092591
CYBIN INC. CYBN 665994
Alphabet Inc. GOOGL 256649
Surrozen, Inc./DE SRZNW 15844 6379
ADVANCED MICRO DEVICES INC AMD 164679076
TAKE TWO INTERACTIVE SOFTWARE INC TTWO 109925370 126023850 116267670
Kiniksa Pharmaceuticals, Ltd. KNSA 12137131 61868052
Mondelez International, Inc. MDLZ 30653147 26812717 13740160
Marvell Technology, Inc. MRVL 4217360
Vertiv Holdings Co VRT 3119794
Full Truck Alliance Co. Ltd. YMM 24878881 15790319 98283
RAYZEBIO INC RYZB 30984895 66048351
NEUMORA THERAPEUTICS INC. NMRA 23977306 28973287
Yatsen Holding Ltd YSG 34939200 25561519
Datadog, Inc. DDOG 19866729 10329438
iQIYI, Inc. IQ 675450 695400
Playtika Holding Corp. PLTK 701064 634816
UXIN LTD UXIN 312248 134286
CHINA JO-JO DRUGSTORES INC CJJD 95993 86757
DAQO NEW ENERGY CORP. DQ 61659990
Roivant Sciences Ltd. ROIV 28599403
Akero Therapeutics, Inc. AKRO 13808441
EXACT SCIENCES CORP EXAS 13500329
BIOMARIN PHARMACEUTICAL INC BMRN 10090436
ARGENX SE ARGX 8242177
Tesla, Inc. TSLA 7506600
Axsome Therapeutics, Inc. AXSM 6989000
Ambrx Biopharma Inc. AMAM 364953

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