高瓴资本 2023 Q1 美股持仓列表
持有股票数：70，总市值：$ 5,640,106,518.00
| 代码 |
公司 |
持股数 |
持股市值 |
占比 |
| BGNE | 百济神州 | 5,472,259 | $1,179,435,982 | 20.91% |
| PDD | 拼多多 | 10,642,847 | $807,792,087 | 14.32% |
| BEKE | 贝壳 | 31,228,934 | $588,353,117 | 10.43% |
| BABA | 阿里巴巴 | 3,785,116 | $386,763,153 | 6.86% |
| CRM | Salesforce | 1,731,237 | $345,866,528 | 6.13% |
| DASH | Doordash | 4,450,700 | $282,886,492 | 5.02% |
| FCX | Freeport McMoRan | 6,274,800 | $256,702,068 | 4.55% |
| LEGN | 传奇生物 | 5,130,367 | $247,386,297 | 4.39% |
| HTHT | 华住 | 3,357,573 | $164,453,926 | 2.92% |
| JD | 京东 | 2,397,789 | $105,238,959 | 1.87% |
| ONON | 昂跑 | 3,291,204 | $102,126,060 | 1.81% |
| DQ | 大全新能源 | 2,037,000 | $95,413,080 | 1.69% |
| MDLZ | 亿滋 | 1,070,764 | $74,653,666 | 1.32% |
| MSFT | 微软 | 256,900 | $74,064,270 | 1.31% |
| CTKB | Cytek | 7,703,514 | $70,795,294 | 1.26% |
| BBIO | Bridgebio | 3,978,410 | $65,962,038 | 1.17% |
| BIDU | 百度 | 405,900 | $61,258,428 | 1.09% |
| ENFN | Enfusion | 4,975,183 | $52,239,422 | 0.93% |
| CPNG | Coupang | 3,241,400 | $51,862,400 | 0.92% |
| YSG | 逸仙电商 | 34,939,200 | $51,710,016 | 0.92% |
| YMM | 满帮 | 5,594,000 | $42,570,340 | 0.75% |
| UBER | 优步 | 1,314,000 | $41,653,800 | 0.74% |
| VIPS | 唯品会 | 2,304,797 | $34,986,818 | 0.62% |
| PLTK | PlayTika | 3,092,000 | $34,815,920 | 0.62% |
| BMRN | 拜玛林制药 | 308,693 | $30,017,307 | 0.53% |
| ZM | Zoom Video通讯 | 405,600 | $29,949,504 | 0.53% |
| LI | 理想汽车 | 1,030,972 | $25,722,751 | 0.46% |
| IMAB | 天境生物 | 6,954,442 | $24,062,369 | 0.43% |
| FUTU | 富途控股 | 417,187 | $21,631,146 | 0.38% |
| MLCO | 新濠博亚娱乐 | 1,698,877 | $21,626,704 | 0.38% |
| TLT | | 195,100 | $20,752,787 | 0.37% |
| DDOG | Datadog | 218,100 | $15,847,146 | 0.28% |
| TMO | 赛默飞世尔科技 | 25,800 | $14,870,346 | 0.26% |
| NTES | 网易 | 149,700 | $13,239,468 | 0.23% |
| ATAT | 亚朵 | 477,904 | $12,525,864 | 0.22% |
| ZTO | 中通快递 | 430,500 | $12,338,130 | 0.22% |
| CTLT | | 187,000 | $12,287,770 | 0.22% |
| EXAS | | 170,094 | $11,534,074 | 0.2% |
| AKRO | AKRO | 295,502 | $11,305,907 | 0.2% |
| SNY | 賽诺菲-安万特 | 205,700 | $11,194,194 | 0.2% |
| AMD | AMD | 113,100 | $11,084,931 | 0.2% |
| KNSA | Kiniksa | 1,018,091 | $10,954,659 | 0.19% |
| SOHU | 搜狐 | 731,800 | $10,779,414 | 0.19% |
| REGN | 再生元制药 | 12,500 | $10,270,875 | 0.18% |
| AMZN | 亚马逊 | 97,000 | $10,019,130 | 0.18% |
| SNOW | Showflake | 55,700 | $8,593,953 | 0.15% |
| SGEN | | 38,350 | $7,764,725 | 0.14% |
| | 793,050 | $7,042,284 | 0.12% |
| GOSS | GOSS | 4,974,041 | $6,267,292 | 0.11% |
| DYN | DYN | 478,401 | $5,511,180 | 0.1% |
| WOLF | | 70,000 | $4,546,500 | 0.08% |
| EM | 怪兽充电 | 4,007,331 | $4,367,991 | 0.08% |
| MNSO | 名创优品 | 242,700 | $4,305,498 | 0.08% |
| BZ | BOSS直聘 | 217,816 | $4,145,038 | 0.07% |
| TUYA | 涂鸦智能 | 1,599,700 | $3,023,433 | 0.05% |
| YY | 欢聚时代 | 96,500 | $3,008,870 | 0.05% |
| MOGU | 蘑菇街 | 847,510 | $2,754,408 | 0.05% |
| PATH | | 145,200 | $2,549,712 | 0.05% |
| BEDU | 博实乐教育 | 996,449 | $2,391,478 | 0.04% |
| PYXS | Pyxis Oncology | 530,692 | $2,128,075 | 0.04% |
| ALGS | Aligos | 2,309,764 | $2,018,734 | 0.04% |
| CJJD | 九洲大药房 | 403,334 | $1,806,936 | 0.03% |
| CCCS | | 200,000 | $1,794,000 | 0.03% |
| SRPT | | 10,404 | $1,433,983 | 0.03% |
| IQ | 爱奇艺 | 172,300 | $1,254,344 | 0.02% |
| YSG | 逸仙电商 | 751,790 | $1,202,864 | 0.02% |
| ROOT | | 138,977 | $626,786 | 0.01% |
| UXIN | 优信 | 191,563 | $429,101 | 0.01% |
| DLO | | 6,800 | $110,296 | 0% |
| SRZNW | | 399,999 | $24,400 | 0% |
使用说明
中国概念股列表股票分类参考表* 以上分类由本站划分，并不科学，仅供参考。
* 不同季度报告的持仓市值单位可能不同，有的是美元，有的是千美元，本站暂未做处理，请自行留意。