高瓴资本 2023 Q3 美股持仓列表
持有股票数：60，总市值：$ 4,478,660,675.00
| 代码 |
公司 |
持股数 |
持股市值 |
占比 |
| BGNE | 百济神州 | 5,176,906 | $931,170,082 | 20.79% |
| PDD | 拼多多 | 7,350,847 | $720,897,565 | 16.1% |
| BEKE | 贝壳 | 30,665,445 | $475,927,706 | 10.63% |
| LEGN | 传奇生物 | 6,436,533 | $432,341,922 | 9.65% |
| MSFT | 微软 | 801,700 | $253,136,775 | 5.65% |
| DASH | Doordash | 2,666,763 | $211,927,656 | 4.73% |
| CRM | Salesforce | 908,637 | $184,253,411 | 4.11% |
| BABA | 阿里巴巴 | 2,030,447 | $176,120,973 | 3.93% |
| TTWO | Take-Two互动软件 | 783,000 | $109,925,370 | 2.45% |
| AMZN | 亚马逊 | 802,000 | $101,950,240 | 2.28% |
| HTHT | 华住 | 2,433,083 | $95,936,463 | 2.14% |
| BBIO | Bridgebio | 2,782,750 | $73,381,118 | 1.64% |
| BIDU | 百度 | 535,400 | $71,930,990 | 1.61% |
| DQ | 大全新能源 | 2,037,000 | $61,659,990 | 1.38% |
| ENFN | Enfusion | 4,975,183 | $44,627,392 | 1% |
| CPNG | Coupang | 2,580,700 | $43,871,900 | 0.98% |
| CTKB | Cytek | 6,657,030 | $36,746,806 | 0.82% |
| YSG | 逸仙电商 | 34,939,200 | $34,939,200 | 0.78% |
| ZTO | 中通快递 | 1,350,926 | $32,651,881 | 0.73% |
| RYZB | | 1,395,716 | $30,984,895 | 0.69% |
| MDLZ | 亿滋 | 441,688 | $30,653,147 | 0.68% |
| ROIV | | 2,448,579 | $28,599,403 | 0.64% |
| YMM | 满帮 | 3,533,932 | $24,878,881 | 0.56% |
| NMRA | | 1,699,313 | $23,977,306 | 0.54% |
| DHR | 丹纳赫 | 85,500 | $21,212,550 | 0.47% |
| DDOG | Datadog | 218,100 | $19,866,729 | 0.44% |
| TMO | 赛默飞世尔科技 | 31,952 | $16,173,144 | 0.36% |
| NTES | 网易 | 149,700 | $14,993,952 | 0.33% |
| JD | 京东 | 509,850 | $14,851,931 | 0.33% |
| AKRO | AKRO | 273,002 | $13,808,441 | 0.31% |
| EXAS | | 197,894 | $13,500,329 | 0.3% |
| SGMT | SAGIME | 1,449,543 | $12,755,978 | 0.28% |
| KNSA | Kiniksa | 698,741 | $12,137,131 | 0.27% |
| ONON | 昂跑 | 411,400 | $11,445,148 | 0.26% |
| BMRN | 拜玛林制药 | 114,042 | $10,090,436 | 0.23% |
| IMAB | 天境生物 | 6,909,220 | $9,120,170 | 0.2% |
| ARGX | argenx | 16,765 | $8,242,177 | 0.18% |
| SE | Sea Limited | 174,800 | $7,682,460 | 0.17% |
| PACB | Pacific Biosciences | 918,892 | $7,672,748 | 0.17% |
| TSLA | 特斯拉 | 30,000 | $7,506,600 | 0.17% |
| AXSM | | 100,000 | $6,989,000 | 0.16% |
| SOHU | 搜狐 | 731,800 | $6,893,556 | 0.15% |
| FUTU | 富途控股 | 80,000 | $4,624,800 | 0.1% |
| GOSS | GOSS | 4,974,041 | $4,142,381 | 0.09% |
| ATAT | 亚朵 | 200,000 | $3,770,000 | 0.08% |
| VIPS | 唯品会 | 198,600 | $3,179,586 | 0.07% |
| EM | 怪兽充电 | 3,949,700 | $2,984,393 | 0.07% |
| TUYA | 涂鸦智能 | 1,599,700 | $2,479,535 | 0.06% |
| BZ | BOSS直聘 | 123,700 | $1,876,529 | 0.04% |
| MOGU | 蘑菇街 | 847,510 | $1,779,771 | 0.04% |
| ALGS | Aligos | 2,309,764 | $1,725,394 | 0.04% |
| BEDU | 博实乐教育 | 988,143 | $1,136,364 | 0.03% |
| PYXS | Pyxis Oncology | 382,606 | $761,386 | 0.02% |
| PLTK | PlayTika | 72,800 | $701,064 | 0.02% |
| IQ | 爱奇艺 | 142,500 | $675,450 | 0.02% |
| YSG | 逸仙电商 | 751,790 | $601,432 | 0.01% |
| AMAM | | 31,735 | $364,953 | 0.01% |
| UXIN | 优信 | 191,563 | $312,248 | 0.01% |
| CJJD | 九洲大药房 | 403,334 | $95,993 | 0% |
| SRZNW | | 384,573 | $15,844 | 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。