高瓴资本 2023 Q2 美股持仓列表
持有股票数：60，总市值：$ 4,695,897,028.00
| 代码 |
公司 |
持股数 |
持股市值 |
占比 |
| BGNE | 百济神州 | 5,176,906 | $923,042,340 | 19.66% |
| PDD | 拼多多 | 8,172,247 | $565,029,158 | 12.03% |
| BEKE | 贝壳 | 35,822,654 | $531,966,412 | 11.33% |
| LEGN | 传奇生物 | 6,436,533 | $444,313,873 | 9.46% |
| BABA | 阿里巴巴 | 3,262,527 | $271,931,625 | 5.79% |
| MSFT | 微软 | 759,300 | $258,572,022 | 5.51% |
| CRM | Salesforce | 1,072,537 | $226,584,167 | 4.83% |
| DASH | Doordash | 2,666,763 | $203,794,028 | 4.34% |
| HTHT | 华住 | 3,814,305 | $147,918,748 | 3.15% |
| TTWO | Take-Two互动软件 | 783,000 | $115,226,280 | 2.45% |
| JD | 京东 | 2,704,200 | $92,294,346 | 1.97% |
| DQ | 大全新能源 | 2,037,000 | $80,868,900 | 1.72% |
| BIDU | 百度 | 553,353 | $75,759,559 | 1.61% |
| ONON | 昂跑 | 2,116,424 | $69,841,992 | 1.49% |
| ZTO | 中通快递 | 2,497,414 | $62,635,143 | 1.33% |
| CTKB | Cytek | 6,657,030 | $56,851,036 | 1.21% |
| ENFN | Enfusion | 4,975,183 | $55,821,553 | 1.19% |
| BBIO | Bridgebio | 2,993,447 | $51,487,288 | 1.1% |
| CPNG | Coupang | 2,818,100 | $49,034,940 | 1.04% |
| MDLZ | 亿滋 | 523,788 | $38,205,097 | 0.81% |
| YSG | 逸仙电商 | 34,939,200 | $35,288,592 | 0.75% |
| YMM | 满帮 | 5,226,419 | $32,508,326 | 0.69% |
| TMO | 赛默飞世尔科技 | 41,452 | $21,627,581 | 0.46% |
| DDOG | Datadog | 218,100 | $21,456,678 | 0.46% |
| IMAB | 天境生物 | 6,909,220 | $20,658,568 | 0.44% |
| DHR | 丹纳赫 | 85,500 | $20,520,000 | 0.44% |
| BMRN | 拜玛林制药 | 228,942 | $19,844,693 | 0.42% |
| EXAS | | 197,894 | $18,582,247 | 0.4% |
| KDP | Keurig Dr Pepper | 564,568 | $17,654,041 | 0.38% |
| FUTU | 富途控股 | 417,187 | $16,579,011 | 0.35% |
| NTES | 网易 | 149,700 | $14,474,493 | 0.31% |
| ADBE | Adobe | 27,000 | $13,202,730 | 0.28% |
| AKRO | AKRO | 273,002 | $12,746,463 | 0.27% |
| GOOG | 谷歌C | 100,000 | $12,097,000 | 0.26% |
| ATAT | 亚朵 | 661,522 | $10,743,117 | 0.23% |
| KNSA | Kiniksa | 698,741 | $9,838,273 | 0.21% |
| SOHU | 搜狐 | 731,800 | $8,064,436 | 0.17% |
| ARGX | argenx | 18,665 | $7,274,310 | 0.15% |
| AXSM | | 100,000 | $7,186,000 | 0.15% |
| COIN | Coinbase Global | 100,000 | $7,155,000 | 0.15% |
| LI | 理想汽车 | 170,704 | $5,991,710 | 0.13% |
| GOSS | GOSS | 4,974,041 | $5,968,849 | 0.13% |
| ROIV | | 523,461 | $5,276,487 | 0.11% |
| AMD | AMD | 40,500 | $4,613,355 | 0.1% |
| EM | 怪兽充电 | 3,949,700 | $3,850,958 | 0.08% |
| VIPS | 唯品会 | 198,600 | $3,276,900 | 0.07% |
| AMZN | 亚马逊 | 24,300 | $3,167,748 | 0.07% |
| TUYA | 涂鸦智能 | 1,599,700 | $3,023,433 | 0.06% |
| ALGS | Aligos | 2,309,764 | $2,242,781 | 0.05% |
| MOGU | 蘑菇街 | 847,510 | $2,034,024 | 0.04% |
| BZ | BOSS直聘 | 123,000 | $1,851,150 | 0.04% |
| BEDU | 博实乐教育 | 993,043 | $1,122,139 | 0.02% |
| YSG | 逸仙电商 | 751,790 | $1,037,470 | 0.02% |
| PYXS | Pyxis Oncology | 382,606 | $979,471 | 0.02% |
| PLTK | PlayTika | 72,800 | $844,480 | 0.02% |
| IQ | 爱奇艺 | 142,500 | $760,950 | 0.02% |
| HOOK | | 770,717 | $678,231 | 0.01% |
| UXIN | 优信 | 191,563 | $314,163 | 0.01% |
| CJJD | 九洲大药房 | 403,334 | $161,293 | 0% |
| SRZNW | | 387,133 | $21,370 | 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。