高瓴资本 2024 Q1 美股持仓列表
持有股票数：63，总市值：$ 4,604,482,261.00
| 代码 |
公司 |
持股数 |
持股市值 |
占比 |
| PDD | 拼多多 | 11,791,547 | $1,370,767,339 | 29.77% |
| BGNE | 百济神州 | 5,176,906 | $809,616,329 | 17.58% |
| BEKE | 贝壳 | 29,181,868 | $400,667,048 | 8.7% |
| LEGN | 传奇生物 | 5,984,550 | $335,673,410 | 7.29% |
| MSFT | 微软 | 692,100 | $291,180,312 | 6.32% |
| AMD | AMD | 912,400 | $164,679,076 | 3.58% |
| AMZN | 亚马逊 | 822,900 | $148,434,702 | 3.22% |
| CRM | Salesforce | 462,137 | $139,186,422 | 3.02% |
| DHR | 丹纳赫 | 471,100 | $117,643,092 | 2.55% |
| TTWO | Take-Two互动软件 | 783,000 | $116,267,670 | 2.53% |
| DASH | Doordash | 583,463 | $80,354,524 | 1.75% |
| KNSA | Kiniksa | 3,135,735 | $61,868,052 | 1.34% |
| MCO | 穆迪 | 155,846 | $61,252,153 | 1.33% |
| ENFN | Enfusion | 4,975,183 | $46,020,443 | 1% |
| CTKB | Cytek | 6,657,030 | $44,668,671 | 0.97% |
| BBIO | Bridgebio | 1,367,489 | $42,282,760 | 0.92% |
| HTHT | 华住 | 935,920 | $36,220,104 | 0.79% |
| CPNG | Coupang | 1,071,500 | $19,061,985 | 0.41% |
| BIDU | 百度 | 150,600 | $15,855,168 | 0.34% |
| NTES | 网易 | 149,700 | $15,489,459 | 0.34% |
| ONON | 昂跑 | 411,400 | $14,555,332 | 0.32% |
| MDLZ | 亿滋 | 196,288 | $13,740,160 | 0.3% |
| ZTO | 中通快递 | 654,524 | $13,705,733 | 0.3% |
| TSM | 台积电 | 98,100 | $13,346,505 | 0.29% |
| IMAB | 天境生物 | 6,909,220 | $12,851,149 | 0.28% |
| NVDA | 英伟达 | 13,600 | $12,288,416 | 0.27% |
| BABA | 阿里巴巴 | 143,900 | $10,412,604 | 0.23% |
| SE | Sea Limited | 174,800 | $9,388,508 | 0.2% |
| APP | Applavin | 130,800 | $9,053,976 | 0.2% |
| GOOG | 谷歌C | 58,900 | $8,968,114 | 0.19% |
| MU | 美光科技 | 72,100 | $8,499,869 | 0.18% |
| SOHU | 搜狐 | 713,400 | $7,540,638 | 0.16% |
| GOSS | GOSS | 4,974,041 | $5,869,368 | 0.13% |
| MRVL | 迈成尔科技 | 59,500 | $4,217,360 | 0.09% |
| SGMT | SAGIME | 724,800 | $3,928,416 | 0.09% |
| PACB | Pacific Biosciences | 918,892 | $3,445,845 | 0.07% |
| GE | 通用电气 | 18,800 | $3,299,964 | 0.07% |
| VIPS | 唯品会 | 198,600 | $3,286,830 | 0.07% |
| ASML | 阿斯麦 | 3,300 | $3,202,551 | 0.07% |
| VRT | Vertiv Holdings | 38,200 | $3,119,794 | 0.07% |
| META | Meta | 6,000 | $2,913,480 | 0.06% |
| AVGO | 博通 | 2,100 | $2,783,361 | 0.06% |
| TUYA | 涂鸦智能 | 1,564,400 | $2,737,700 | 0.06% |
| EM | 怪兽充电 | 3,949,700 | $2,596,533 | 0.06% |
| AAPL | 苹果 | 11,700 | $2,006,316 | 0.04% |
| BEDU | 博实乐教育 | 988,143 | $1,956,523 | 0.04% |
| ALGS | Aligos | 1,906,191 | $1,868,067 | 0.04% |
| JD | 京东 | 61,250 | $1,677,638 | 0.04% |
| PYXS | Pyxis Oncology | 382,606 | $1,629,902 | 0.04% |
| MOGU | 蘑菇街 | 847,510 | $1,601,794 | 0.03% |
| BZ | BOSS直聘 | 89,100 | $1,561,923 | 0.03% |
| ANET | Arista Networks | 3,600 | $1,043,928 | 0.02% |
| ATAT | 亚朵 | 50,000 | $897,000 | 0.02% |
| YSG | 逸仙电商 | 751,790 | $526,253 | 0.01% |
| QCOM | 高通 | 3,000 | $507,900 | 0.01% |
| YMM | 满帮 | 13,519 | $98,283 | 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。