高瓴资本 美股持仓 - 按季度 持股市值变化

公司 股票代码 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2
Pinduoduo Inc. PDD 125905 236804890 807792087 565029158 720897565 1479332656 1370767339 1182250829
BeiGene, Ltd. BGNE 737770 1203568644 1179435982 923042340 931170082 933706766 809616329 738589179
Alibaba Group Holding Ltd BABA 179026 275087452 386763153 271931625 176120973 94610101 10412604 387320256
KE Holdings Inc. BEKE 194789 293800275 588353117 531966412 475927706 473730247 400667048 327888470
Legend Biotech Corp LEGN 209574 256419921 247386297 444313873 432341922 360090374 335673410 293930408
Vipshop Holdings Ltd VIPS 169408 259011324 34986818 3276900 3179586 3527136 3286830 192774120
NetEase, Inc. NTES 10872711 13239468 14474493 14993952 13946052 15489459 132456102
Trip.com Group Ltd TCOM 6192000 65078174
Futu Holdings Ltd FUTU 3591 13040520 21631146 16579011 4624800 4370400 46979019
Enfusion, Inc. ENFN 61394 48110020 52239422 55821553 44627392 48259275 46020443 42388559
Cytek Biosciences, Inc. CTKB 128903 88669051 70795294 56851036 36746806 60712114 44668671 37146227
BridgeBio Pharma, Inc. BBIO 53298 39526655 65962038 51487288 73381118 56164359 42282760 35225240
DANAHER CORP /DE/ DHR 20520000 21212550 108984274 117643092 27158695
DoorDash, Inc. DASH 231971 219909690 282886492 203794028 211927656 102129933 80354524 26967867
Salesforce, Inc. CRM 348041 229544714 345866528 226584167 184253411 196706886 139186422 24773642
Meta Platforms Inc. - Class A Common Stock META 2913480 22425689
ASTRAZENECA PLC AZN 21193705
H World Group Ltd HTHT 10303 13031424 164453926 147918748 95936463 31297165 36220104 18946185
AppLovin Corp APP 9053976 18175248
On Holding AG ONON 87769 93839529 102126060 69841992 11445148 11095458 14555332 15962320
Alphabet Inc. GOOG 12097000 8968114 12788776
GERON CORP GERN 12679720
Sea Ltd SE 7682460 7079400 9388508 12484216
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSM 7205 4469400 13346505 11610508
I-Mab IMAB 28803 30024313 24062369 20658568 9120170 13127518 12851149 11538397
THERMO FISHER SCIENTIFIC INC. TMO 14870346 21627581 16173144 10175200
Stevanato Group S.p.A. STVN 10087000
Sohu.com Ltd SOHU 12889 10995886 10779414 8064436 6893556 7266774 7540638 9930528
NVIDIA CORP NVDA 12288416 9599058
MICRON TECHNOLOGY INC MU 8499869 9523298
MICROSOFT CORP MSFT 35028 41752662 74064270 258572022 253136775 274283576 291180312 9313097
Coupang, Inc. CPNG 56278 49660960 51862400 49034940 43871900 35906182 19061985 9144968
Apple Inc. AAPL 2006316 8530110
AMAZON COM INC AMZN 7910 5670000 10019130 3167748 101950240 123360086 148434702 8058525
ASML HOLDING NV ASML 3202551 5390810
Gossamer Bio, Inc. GOSS 88903 10793669 6267292 5968849 4142381 4538812 5869368 4481114
Roblox Corp RBLX 4122868
SentinelOne, Inc. S 3589172
Arista Networks, Inc. ANET 1043928 3434704
Smart Share Global Ltd EM 2856 4651200 4367991 3850958 2984393 1978800 2596533 3357245
QUALCOMM INC/DE QCOM 507900 3007618
Tuya Inc. TUYA 1571 3226676 3023433 3023433 2479535 3679310 2737700 2675124
BICYCLE THERAPEUTICS plc BCYC 2535728
SAGIMET BIOSCIENCES INC SGMT 12755978 7856523 3928416 2478816
Broadcom Inc. AVGO 2783361 2167466
APPLIED MATERIALS INC /DE AMAT 2141373
BRIGHT SCHOLAR ED HLDGS LTD BEDU 2940 2405528 2391478 1122139 1136364 1235179 1956523 2075100
MOGU INC MOGU 2046 2150333 2754408 2034024 1779771 1618744 1601794 2034024
Mastercard Inc MA 2013895
VISA INC. V 1982436
MOODYS CORP /DE/ MCO 60867214 61252153 1696348
Kanzhun Ltd BZ 14314 30681274 4145038 1851150 1876529 2054657 1561923 1662804
Trane Technologies plc TT 1631164
PayPal Holdings, Inc. PYPLV 1593098
JD.com, Inc. JD 320099 371760216 105238959 92294346 14851931 41923724 1677638 1576240
GENERAL ELECTRIC CO GE 3299964 1462206
Immunome Inc. IMNM 1302275
Pyxis Oncology, Inc. PYXS 1506 1024304 2128075 979471 761386 688691 1629902 1266426
PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB 7672748 9014331 3445845 1258882
CADENCE DESIGN SYSTEMS INC CDNS 1161449
Aligos Therapeutics, Inc. ALGS 2602 2200974 2018734 2242781 1725394 1265711 1868067 1092591
Dada Nexus Ltd DADA 756000
ZTO Express (Cayman) Inc. ZTO 12338130 62635143 32651881 17333071 13705733 753225
CYBIN INC. CYBN 665994
YS BIOPHARMA CO LTD YSG 1202864 1037470 601432 404463 526253 487085
Alphabet Inc. GOOGL 256649
Surrozen, Inc./DE SRZNW 68 26360 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 37493 39306382 10954659 9838273 12137131 61868052
Baidu, Inc. BIDU 61258428 75759559 71930990 63760786 15855168
Mondelez International, Inc. MDLZ 102102 71366421 74653666 38205097 30653147 26812717 13740160
Marvell Technology, Inc. MRVL 4217360
Vertiv Holdings Co VRT 3119794
ATOUR LIFESTYLE HOLDINGS LTD ATAT 9869950 12525864 10743117 3770000 3472000 897000
Full Truck Alliance Co. Ltd. YMM 19828 33016800 42570340 32508326 24878881 15790319 98283
RAYZEBIO INC RYZB 30984895 66048351
NEUMORA THERAPEUTICS INC. NMRA 23977306 28973287
Yatsen Holding Ltd YSG 38084 51011232 51710016 35288592 34939200 25561519
Datadog, Inc. DDOG 20082 16030350 15847146 21456678 19866729 10329438
iQIYI, Inc. IQ 41772 64468140 1254344 760950 675450 695400
Playtika Holding Corp. PLTK 30806 26932448 34815920 844480 701064 634816
UXIN LTD UXIN 551701 429101 314163 312248 134286
CHINA JO-JO DRUGSTORES INC CJJD 791 1431836 1806936 161293 95993 86757
DAQO NEW ENERGY CORP. DQ 111538 81131772 95413080 80868900 61659990
Roivant Sciences Ltd. ROIV 5276487 28599403
Akero Therapeutics, Inc. AKRO 23154 17289510 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 238442400 256702068
Uber Technologies, Inc UBER 34821 34711028 41653800
Zoom Video Communications, Inc. ZM 30945 27475344 29949504
Melco Resorts & Entertainment LTD MLCO 11264 19537086 21626704
TLT 13938400 20752787
Catalent, Inc. CTLT 12287770
Sanofi SNY 11194194
REGENERON PHARMACEUTICALS, INC. REGN 10270875
Snowflake Inc. SNOW 10707 9043020 8593953
Seagen Inc. SGEN 7764725
DIREXION SHS ETF TR 9144000 7042284
Dyne Therapeutics, Inc. DYN 12700 10890520 5511180
WOLFSPEED, INC. WOLF 4546500
MINISO Group Holding Ltd MNSO 1385 2707415 4305498
JOYY Inc. YY 3159000 3008870
UiPath, Inc. PATH 1892 1845492 2549712
CCC Intelligent Solutions Holdings Inc. CCCS 1820 1740000 1794000
Sarepta Therapeutics, Inc. SRPT 1433983
ROOT INC ROOT 1138 624007 626786
dLocal Ltd DLO 7808 105876 110296
JinkoSolar Holding Co., Ltd. JKS 71543 26737523
Sunrun Inc. RUN 8282096
Enphase Energy, Inc. ENPH 5113728
TQQQ 3979000
Allogene Therapeutics, Inc. ALLO 8640 3921400
Moderna, Inc. MRNA 2694300
Century Therapeutics, Inc. IPSC 6073 2547681
Surrozen, Inc./DE SRZN 2424 675819
Forma Therapeutics Holdings, Inc. FMTX 21945
ACM Research, Inc. ACMR 8358
MP Materials Corp. / DE MP 5460
VANECK ETF TRUST 4224
Prelude Therapeutics Inc PRLD 3856
ADC Therapeutics SA ADCT 2410
Uxin Ltd UXIN 1149

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