高瓴资本 2023 Q4 美股持仓列表
持有股票数：49，总市值：$ 4,962,469,488.00
| 代码 |
公司 |
持股数 |
持股市值 |
占比 |
| PDD | 拼多多 | 10,110,947 | $1,479,332,656 | 29.81% |
| BGNE | 百济神州 | 5,176,906 | $933,706,766 | 18.82% |
| BEKE | 贝壳 | 29,224,568 | $473,730,247 | 9.55% |
| LEGN | 传奇生物 | 5,984,550 | $360,090,374 | 7.26% |
| MSFT | 微软 | 729,400 | $274,283,576 | 5.53% |
| CRM | Salesforce | 747,537 | $196,706,886 | 3.96% |
| TTWO | Take-Two互动软件 | 783,000 | $126,023,850 | 2.54% |
| AMZN | 亚马逊 | 811,900 | $123,360,086 | 2.49% |
| DHR | 丹纳赫 | 471,100 | $108,984,274 | 2.2% |
| DASH | Doordash | 1,032,763 | $102,129,933 | 2.06% |
| BABA | 阿里巴巴 | 1,220,618 | $94,610,101 | 1.91% |
| RYZB | | 1,062,383 | $66,048,351 | 1.33% |
| BIDU | 百度 | 535,400 | $63,760,786 | 1.28% |
| MCO | 穆迪 | 155,846 | $60,867,214 | 1.23% |
| CTKB | Cytek | 6,657,030 | $60,712,114 | 1.22% |
| BBIO | Bridgebio | 1,391,240 | $56,164,359 | 1.13% |
| ENFN | Enfusion | 4,975,183 | $48,259,275 | 0.97% |
| JD | 京东 | 1,451,150 | $41,923,724 | 0.84% |
| CPNG | Coupang | 2,217,800 | $35,906,182 | 0.72% |
| HTHT | 华住 | 935,920 | $31,297,165 | 0.63% |
| NMRA | | 1,699,313 | $28,973,287 | 0.58% |
| MDLZ | 亿滋 | 370,188 | $26,812,717 | 0.54% |
| YSG | 逸仙电商 | 34,939,200 | $25,561,519 | 0.52% |
| ZTO | 中通快递 | 814,524 | $17,333,071 | 0.35% |
| YMM | 满帮 | 2,252,542 | $15,790,319 | 0.32% |
| NTES | 网易 | 149,700 | $13,946,052 | 0.28% |
| IMAB | 天境生物 | 6,909,220 | $13,127,518 | 0.26% |
| ONON | 昂跑 | 411,400 | $11,095,458 | 0.22% |
| DDOG | Datadog | 85,100 | $10,329,438 | 0.21% |
| PACB | Pacific Biosciences | 918,892 | $9,014,331 | 0.18% |
| SGMT | SAGIME | 1,449,543 | $7,856,523 | 0.16% |
| SOHU | 搜狐 | 731,800 | $7,266,774 | 0.15% |
| SE | Sea Limited | 174,800 | $7,079,400 | 0.14% |
| GOSS | GOSS | 4,974,041 | $4,538,812 | 0.09% |
| FUTU | 富途控股 | 80,000 | $4,370,400 | 0.09% |
| TUYA | 涂鸦智能 | 1,599,700 | $3,679,310 | 0.07% |
| VIPS | 唯品会 | 198,600 | $3,527,136 | 0.07% |
| ATAT | 亚朵 | 200,000 | $3,472,000 | 0.07% |
| BZ | BOSS直聘 | 123,700 | $2,054,657 | 0.04% |
| EM | 怪兽充电 | 3,949,700 | $1,978,800 | 0.04% |
| MOGU | 蘑菇街 | 847,510 | $1,618,744 | 0.03% |
| ALGS | Aligos | 1,906,191 | $1,265,711 | 0.03% |
| BEDU | 博实乐教育 | 988,143 | $1,235,179 | 0.02% |
| IQ | 爱奇艺 | 142,500 | $695,400 | 0.01% |
| PYXS | Pyxis Oncology | 382,606 | $688,691 | 0.01% |
| PLTK | PlayTika | 72,800 | $634,816 | 0.01% |
| YSG | 逸仙电商 | 751,790 | $404,463 | 0.01% |
| UXIN | 优信 | 191,563 | $134,286 | 0% |
| CJJD | 九洲大药房 | 403,334 | $86,757 | 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。