高瓴资本 美股持仓 - 按季度 持股数量变化

公司 股票代码 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1
Pinduoduo Inc. PDD 1399928 2011900 2903800 10642847 8172247 7350847 10110947 11791547
BeiGene, Ltd. BGNE 5472259 5472259 5472259 5472259 5176906 5176906 5176906 5176906
KE Holdings Inc. BEKE 9250689 11118106 21045865 31228934 35822654 30665445 29224568 29181868
Legend Biotech Corp LEGN 4436617 5136617 5136617 5130367 6436533 6436533 5984550 5984550
MICROSOFT CORP MSFT 40000 150400 174100 256900 759300 801700 729400 692100
ADVANCED MICRO DEVICES INC AMD 113100 40500 912400
AMAZON COM INC AMZN 60000 70000 67500 97000 24300 802000 811900 822900
Salesforce, Inc. CRM 2326337 2419637 1731237 1731237 1072537 908637 747537 462137
DANAHER CORP /DE/ DHR 85500 85500 471100 471100
TAKE TWO INTERACTIVE SOFTWARE INC TTWO 783000 783000 783000 783000
DoorDash, Inc. DASH 4691023 4691023 4504500 4450700 2666763 2666763 1032763 583463
Kiniksa Pharmaceuticals, Ltd. KNSA 2920023 2920023 2623924 1018091 698741 698741 3135735
MOODYS CORP /DE/ MCO 155846 155846
Enfusion, Inc. ENFN 4975183 4975183 4975183 4975183 4975183 4975183 4975183 4975183
Cytek Biosciences, Inc. CTKB 8757030 8757030 8684530 7703514 6657030 6657030 6657030 6657030
BridgeBio Pharma, Inc. BBIO 5362014 5362014 5187225 3978410 2993447 2782750 1391240 1367489
H World Group Ltd HTHT 303200 307200 307200 3357573 3814305 2433083 935920 935920
Coupang, Inc. CPNG 3376000 3376000 3376000 3241400 2818100 2580700 2217800 1071500
Baidu, Inc. BIDU 405900 553353 535400 535400 150600
NetEase, Inc. NTES 149700 149700 149700 149700 149700 149700
On Holding AG ONON 6200000 5468504 5468504 3291204 2116424 411400 411400 411400
Mondelez International, Inc. MDLZ 1862164 1862164 1070764 1070764 523788 441688 370188 196288
ZTO Express (Cayman) Inc. ZTO 430500 2497414 1350926 814524 654524
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSM 180295 105095 60000 98100
I-Mab IMAB 7182850 7182850 7182850 6954442 6909220 6909220 6909220 6909220
NVIDIA CORP NVDA 13600
Alibaba Group Holding Ltd BABA 1891000 2238100 3122800 3785116 3262527 2030447 1220618 143900
Sea Ltd SE 4357245 174800 174800 174800
AppLovin Corp APP 130800
Alphabet Inc. GOOG 100000 58900
MICRON TECHNOLOGY INC MU 72100
Sohu.com Ltd SOHU 802034 802034 802034 731800 731800 731800 731800 713400
Gossamer Bio, Inc. GOSS 7420974 7420974 4974041 4974041 4974041 4974041 4974041 4974041
Marvell Technology, Inc. MRVL 59500
SAGIMET BIOSCIENCES INC SGMT 1449543 1449543 724800
PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB 918892 918892 918892
GENERAL ELECTRIC CO GE 18800
Vipshop Holdings Ltd VIPS 25116486 20143686 18989100 2304797 198600 198600 198600 198600
ASML HOLDING NV ASML 3300
Vertiv Holdings Co VRT 38200
Meta Platforms Inc. - Class A Common Stock META 6000
Broadcom Inc. AVGO 2100
Tuya Inc. TUYA 1689359 1689359 1689359 1599700 1599700 1599700 1599700 1564400
Smart Share Global Ltd EM 4080000 4080000 4080000 4007331 3949700 3949700 3949700 3949700
Apple Inc. AAPL 11700
BRIGHT SCHOLAR ED HLDGS LTD BEDU 996449 996449 996449 993043 988143 988143 988143
Aligos Therapeutics, Inc. ALGS 2365064 2365064 2309764 2309764 2309764 2309764 1906191 1906191
JD.com, Inc. JD 8485071 6363800 6623200 2397789 2704200 509850 1451150 61250
Pyxis Oncology, Inc. PYXS 764406 764406 764406 530692 382606 382606 382606 382606
MOGU INC MOGU 870580 870580 870580 847510 847510 847510 847510 847510
Kanzhun Ltd BZ 826199 847999 1506199 217816 123000 123700 123700 89100
Arista Networks, Inc. ANET 3600
ATOUR LIFESTYLE HOLDINGS LTD ATAT 545000 477904 661522 200000 200000 50000
YS BIOPHARMA CO LTD YSG 751790 751790 751790 751790 751790
QUALCOMM INC/DE QCOM 3000
Full Truck Alliance Co. Ltd. YMM 3401100 3027100 4127100 5594000 5226419 3533932 2252542 13519
RAYZEBIO INC RYZB 1395716 1062383
NEUMORA THERAPEUTICS INC. NMRA 1699313 1699313
Yatsen Holding Ltd YSG 40451713 34939200 34939200 34939200 34939200 34939200 34939200
Datadog, Inc. DDOG 226200 218100 218100 218100 218100 85100
Futu Holdings Ltd FUTU 96300 320800 417187 417187 80000 80000
iQIYI, Inc. IQ 15414206 15414206 12163800 172300 142500 142500 142500
Playtika Holding Corp. PLTK 3280699 3280699 3164800 3092000 72800 72800 72800
UXIN LTD UXIN 191563 191563 191563 191563 191563
CHINA JO-JO DRUGSTORES INC CJJD 403334 403334 403334 403334 403334 403334 403334
DAQO NEW ENERGY CORP. DQ 1885900 2101315 2101315 2037000 2037000 2037000
Roivant Sciences Ltd. ROIV 523461 2448579
THERMO FISHER SCIENTIFIC INC. TMO 25800 41452 31952
Akero Therapeutics, Inc. AKRO 1359052 680000 315502 295502 273002 273002
EXACT SCIENCES CORP EXAS 170094 197894 197894
BIOMARIN PHARMACEUTICAL INC BMRN 308693 228942 114042
ARGENX SE ARGX 18665 16765
Tesla, Inc. TSLA 10600 30000
Axsome Therapeutics, Inc. AXSM 100000 100000
Ambrx Biopharma Inc. AMAM 31735
Surrozen, Inc./DE SRZNW 399999 399999 399999 399999 387133 384573
Keurig Dr Pepper Inc. KDP 564568
ADOBE INC. ADBE 27000
Coinbase Global, Inc. COIN 100000
Li Auto Inc. LI 1030972 170704
HOOKIPA Pharma Inc. HOOK 770717
FREEPORT-MCMORAN INC FCX 6274800 6274800
Uber Technologies, Inc UBER 1114000 1314000 1403600 1314000
Zoom Video Communications, Inc. ZM 420500 405600 405600
Melco Resorts & Entertainment LTD MLCO 1698877 1698877 1698877 1698877
TLT 140000 195100
Catalent, Inc. CTLT 187000
Sanofi SNY 205700
REGENERON PHARMACEUTICALS, INC. REGN 12500
Snowflake Inc. SNOW 63000 63000 63000 55700
Seagen Inc. SGEN 38350
DIREXION SHS ETF TR 1200000 793050
Dyne Therapeutics, Inc. DYN 1000000 1000000 939648 478401
WOLFSPEED, INC. WOLF 70000
MINISO Group Holding Ltd MNSO 252322 252322 252322 242700
JOYY Inc. YY 100000 96500
UiPath, Inc. PATH 150000 150000 145200 145200
CCC Intelligent Solutions Holdings Inc. CCCS 200000 200000 200000 200000
Sarepta Therapeutics, Inc. SRPT 10404
ROOT INC ROOT 144443 138977 138977
dLocal Ltd DLO 380524 6800 6800
JinkoSolar Holding Co., Ltd. JKS 1140416 1291616 654049
Sunrun Inc. RUN 344800
Trip.com Group Ltd TCOM 180000
Enphase Energy, Inc. ENPH 19300
TQQQ 230000
Allogene Therapeutics, Inc. ALLO 800000 800000 623434
Moderna, Inc. MRNA 15000
Century Therapeutics, Inc. IPSC 614095 614095 496624
Surrozen, Inc./DE SRZN 1200000 1200000 1161400
Forma Therapeutics Holdings, Inc. FMTX 1100000 1100000
ACM Research, Inc. ACMR 670755 670755
MP Materials Corp. / DE MP 200000
VANECK ETF TRUST 20000 20000
Prelude Therapeutics Inc PRLD 583333 583333
ADC Therapeutics SA ADCT 500000 500000
Uxin Ltd UXIN 1915634 1915634
NETFLIX INC NFLX 45000
Lufax Holding Ltd LU 1000000
DIAGEO PLC DEO 30000
SHOPIFY INC. SHOP 150000
Root, Inc. ROOT 2600000
Bright Scholar Education Holdings Ltd BEDU 3985797
Talaris Therapeutics, Inc. TALS 266154
Ribbit LEAP Ltd. Units each consisting of one Class A Ordinary Share and one LEAP.U 50000

高瓴资本由张磊先生于2005年创立,专注于长期结构性价值投资和产业创新,覆盖生命健康、硬科技、消费与零售、碳中和、企业服务等领域,投资横跨早期风险投资、私募股权投资、上市公司投资以及并购投资等阶段。 SEC 13F 文件地址