Hillhouse Capital (HHLR Advisors) Portfolio
Hillhouse Capital (HHLR Advisors) is managed by Zhang Lei; 13F filer (CIK 0001762304).
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Q2 2022
Q1 2022
Q4 2021
Q3 2021
Q2 2026 · 35 positions · Total reported value $832.07M · Top-10 concentration 85.7%
Turnover: 46.5% · 5 new · 7 cut · 8 exited
Sector Allocation
Health Care
43.9%
Financials
24.0%
Consumer Discretionary
14.3%
Technology
10.2%
Industrials
7.2%
Materials
0.1%
Consumer Staples
0.0%
| # | Symbol | Company | Shares | Value | Weight | Change |
|---|---|---|---|---|---|---|
| 1 | LEGN | LEGEND BIOTECH CORP | 5.98M | $172.83M | 20.77% | Hold |
| 2 | FUTU | FUTU HLDGS LTD | 1.77M | $165.76M | 19.92% | Add |
| 3 | AVBP | ARRIVENT BIOPHARMA INC | 3.93M | $136.50M | 16.41% | Hold |
| 4 | MRVL | MARVELL TECHNOLOGY INC | 162.93K | $48.54M | 5.83% | Reduce |
| 5 | VIPS | VIPSHOP HLDGS LTD | 3.47M | $46.02M | 5.53% | Add |
| 6 | PDD | PDD HOLDINGS INC | 500.00K | $38.14M | 4.58% | Reduce |
| 7 | BEKE | KE HLDGS INC | 2.22M | $32.23M | 3.87% | Reduce |
| 8 | CTKB | CYTEK BIOSCIENCES INC | 6.66M | $29.49M | 3.54% | Hold |
| 9 | ALMR | ALAMAR BIOSCIENCES INC | 956.46K | $25.91M | 3.11% | New |
| 10 | BABA | ALIBABA GROUP HLDG LTD | 183.93K | $17.65M | 2.12% | Reduce |
| 11 | ODTX | ODYSSEY THERAPEUTICS INC | 831.66K | $15.56M | 1.87% | New |
| 12 | YSG | YATSEN HLDG LTD | 4.89M | $15.49M | 1.86% | Hold |
| 13 | NBP | I MAB | 5.98M | $11.66M | 1.40% | Hold |
| 14 | CTNM | CONTINEUM THERAPEUTICS INC | 669.34K | $10.97M | 1.32% | Hold |
| 15 | MAZE | MAZE THERAPEUTICS INC | 366.03K | $10.92M | 1.31% | Hold |
| 16 | API | AGORA INC | 2.10M | $8.37M | 1.01% | Hold |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 15.51K | $7.41M | 0.89% | Hold |
| 18 | SGMT | SAGIMET BIOSCIENCES INC | 724.80K | $5.60M | 0.67% | Hold |
| 19 | NTES | NETEASE INC | 35.00K | $4.48M | 0.54% | New |
| 20 | GE | GE AEROSPACE | 10.04K | $3.75M | 0.45% | Hold |
| 21 | LITE | LUMENTUM HLDGS INC | 3.30K | $2.83M | 0.34% | Add |
| 22 | NVDA | NVIDIA CORPORATION | 14.05K | $2.81M | 0.34% | Add |
| 23 | TUYA | TUYA INC | 1.56M | $2.75M | 0.33% | Hold |
| 24 | GLW | CORNING INC | 10.27K | $2.62M | 0.32% | Add |
| 25 | COHR | COHERENT CORP | 6.42K | $2.53M | 0.30% | Add |
| 26 | BULL | WEBULL CORP | 309.86K | $2.02M | 0.24% | Reduce |
| 27 | INTC | INTEL CORP | 14.30K | $2.00M | 0.24% | Reduce |
| 28 | PACB | PACIFIC BIOSCIENCES CALIF IN | 918.89K | $1.54M | 0.19% | Hold |
| 29 | TXN | TEXAS INSTRS INC | 4.80K | $1.43M | 0.17% | New |
| 30 | MOGU | MOGU INC | 847.51K | $1.42M | 0.17% | Hold |
| 31 | GOSS | GOSSAMER BIO INC | 4.97M | $818.73K | 0.10% | Hold |
| 32 | EQX | EQUINOX GOLD CORP | 80.50K | $782.46K | 0.09% | Hold |
| 33 | ZM | ZOOM COMMUNICATIONS INC | 9.01K | $777.65K | 0.09% | New |
| 34 | ALGS | ALIGOS THERAPEUTICS INC | 76.25K | $439.94K | 0.05% | Hold |
| 35 | RDGT | RIDGETECH INC | 136 | $204 | 0.00% | Reduce |