高瓴资本 美股持仓 - 按季度 持股市值变化

公司 股票代码 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2 2025 Q3
Pinduoduo Inc. PDD 1479332656 1370767339 1182250829 642609612 264809372 776680870 730192307 1135683942
Alibaba Group Holding Ltd BABA 94610101 10412604 387320256 936784912 414394167 516722444 130387477 587962004
Futu Holdings Ltd FUTU 4370400 46979019 100536663 89453057 440871806 532949371 563151710
BeiGene, Ltd. BGNE 933706766 809616329 738589179 1162267166 702711832 281507064 250374453 352388054
Baidu, Inc. BIDU 63760786 15855168 31587000 15645100 216234570
Legend Biotech Corp LEGN 360090374 335673410 293930408 323396450 194737257 203055782 212391680 195156176
NetEase, Inc. NTES 13946052 15489459 132456102 242092060 230959605 274662295 223896439 120194756
ARRIVENT BIOPHARMA INC AVBP 70174030 83190666 105389792 119471662 82921585 97631309 82742198
KE Holdings Inc. BEKE 473730247 400667048 327888470 216395578 207432704 240545646 132437349 80489282
Full Truck Alliance Co. Ltd. YMM 15790319 98283 52743192
YATSEN HLDG LTD YSG 14744341 18587652 23828531 27405775 33121049 58919034 44266009
Sea Ltd SE 7079400 9388508 12484216 32180337
Clearwater Analytics Holdings, Inc. CWAN 29955744 24614797
Cytek Biosciences, Inc. CTKB 60712114 44668671 37146227 36879946 43204125 26694690 22633902 23099894
I-Mab IMAB 13127518 12851149 11538397 8567433 5083483 4927390 14472975 22606547
Gossamer Bio, Inc. GOSS 4538812 5869368 4481114 4906394 4499517 5471445 6118070 13081728
MAZE THERAPEUTICS INC MAZE 5037460 5613954 11863883
Agora, Inc. API 8729980 8436183 7995487 8016472
CONTINEUM THERAPEUTICS INC CTNM 11787025 12811110 9805787 4671972 2657268 7864710
Smart Share Global Ltd EM 1978800 2596533 3357245 2802312 2764790 4423664 4502658 5332095
SAGIMET BIOSCIENCES INC SGMT 7856523 3928416 2478816 2007696 3261600 2362848 5522976 4972128
Tuya Inc. TUYA 3679310 2737700 2675124 2581260 2800276 4740132 3613764 3864068
GENERAL ELECTRIC CO GE 3299964 1462206 1077358 1722607 1352414 1622844 3021135
MOGU INC MOGU 1618744 1601794 2034024 2169626 1839097 1872997 1803332 2906959
BRIGHT SCHOLAR ED HLDGS LTD BEDU 1235179 1956523 2075100 2005831 1699606 1650199 1749013 1926879
MOODYS CORP /DE/ MCO 60867214 61252153 1696348 712834 2119277 1228025 1241937 1376074
PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB 9014331 3445845 1258882 1562116 1681572 1084293 1139426 1176182
Equinox Gold Corp. EQX 902808
ALIGOS THERAPEUTICS INC ALGS 660299 3037680 629038 549741 747221
UXIN LTD UXIN 40611 38887 128537 88692 76432 70494 66280
RIDGETECH INC RDGT 62920 45376 43762 35292 21175 22184 24604
WNS HLDGS LTD WNS 72576174 94169844 96849910
JD.com, Inc. JD 41923724 1677638 1576240 64000000 58592300 197857104 74272320
Vipshop Holdings Ltd VIPS 3527136 3286830 192774120 247280665 200433627 104803568 17033409
Li Auto Inc. LI 15624000 16808200
ZTO Express (Cayman) Inc. ZTO 17333071 13705733 753225 74384508 8522373 13320318 11917119
Kanzhun Ltd BZ 2054657 1561923 1662804 11048419 10281888
MSCI Inc. MSCI 2190037 1203384 1158094
LAKESHORE BIOPHARMA CO LTD LSB 259368 181933 76683
Trip.com Group Ltd TCOM 65078174 105454494 62744392 59691574
Enfusion, Inc. ENFN 48259275 46020443 42388559 47214487 51244385 55473290
Yum China Holdings, Inc. YUMCw 29977152 15207871
H World Group Ltd HTHT 31297165 36220104 18946185 21152404 8783657
ATOUR LIFESTYLE HOLDINGS LTD ATAT 3472000 897000 6870396
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSM 13346505 11610508 3368330 8410704 5478000
Sohu.com Ltd SOHU 7266774 7540638 9930528 11236050 6728179 2652859
DANAHER CORP /DE/ DHR 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 56164359 42282760 35225240 26069767 28097188
Trane Technologies plc TT 1631164 292714 863540
Dada Nexus Ltd DADA 756000 1140000 847000
Pyxis Oncology, Inc. PYXS 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 404463 526253 487085 512721
DoorDash, Inc. DASH 102129933 80354524 26967867
Salesforce, Inc. CRM 196706886 139186422 24773642
ASTRAZENECA PLC AZN 21193705
AppLovin Corp APP 9053976 18175248
On Holding AG ONON 11095458 14555332 15962320
Alphabet Inc. GOOG 8968114 12788776
GERON CORP GERN 12679720
THERMO FISHER SCIENTIFIC INC. TMO 10175200
Stevanato Group S.p.A. STVN 10087000
NVIDIA CORP NVDA 12288416 9599058
MICRON TECHNOLOGY INC MU 8499869 9523298
MICROSOFT CORP MSFT 274283576 291180312 9313097
Coupang, Inc. CPNG 35906182 19061985 9144968
Apple Inc. AAPL 2006316 8530110
AMAZON COM INC AMZN 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 1265711 1868067 1092591
CYBIN INC. CYBN 665994
Alphabet Inc. GOOGL 256649
Surrozen, Inc./DE SRZNW 6379
ADVANCED MICRO DEVICES INC AMD 164679076
TAKE TWO INTERACTIVE SOFTWARE INC TTWO 126023850 116267670
Kiniksa Pharmaceuticals, Ltd. KNSA 61868052
Mondelez International, Inc. MDLZ 26812717 13740160
Marvell Technology, Inc. MRVL 4217360
Vertiv Holdings Co VRT 3119794
RAYZEBIO INC RYZB 66048351
NEUMORA THERAPEUTICS INC. NMRA 28973287
Yatsen Holding Ltd YSG 25561519
Datadog, Inc. DDOG 10329438
iQIYI, Inc. IQ 695400
Playtika Holding Corp. PLTK 634816
UXIN LTD UXIN 134286
CHINA JO-JO DRUGSTORES INC CJJD 86757

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