高瓴资本持股数变化

公司	股票代码	2025 Q1	2025 Q2	2025 Q3	2025 Q4	2026 Q1	2026 Q2
Cytek	CTKB	6,657,030	6,657,030	6,657,030	6,657,030	6,657,030	6,657,030
传奇生物	LEGN	5,984,550	5,984,550	5,984,550	5,984,550	5,984,550	5,984,550
天境生物	IMAB	5,980,568	5,980,568	5,980,568	5,980,568	5,980,568	5,980,568
GOSS	GOSS	4,974,041	4,974,041	4,974,041	4,974,041	4,974,041	4,974,041
逸仙电商	YSG	6,885,873	6,111,933	4,885,873	4,885,873	4,885,873	4,885,873
ArriVent BioPharma	AVBP	4,484,672	4,484,672	4,484,672	3,929,117	3,929,117	3,929,117
唯品会	VIPS	6,683,901	1,131,788			124,700	3,470,400
贝壳	BEKE	11,973,402	7,465,465	4,236,278	4,236,278	4,236,278	2,218,377
声网	API	2,098,553	2,098,553	2,098,553	2,098,553	2,098,553	2,098,553
富途控股	FUTU	4,307,492	4,312,237	3,238,179	1,630,249	1,419,483	1,768,283
涂鸦智能	TUYA	1,564,400	1,564,400	1,564,400	1,564,400	1,564,400	1,564,400
ALAMAR BIOSCIENCES INC	010911105						956,462
Pacific Biosciences	PACB	918,892	918,892	918,892	918,892	918,892	918,892
蘑菇街	MOGU	847,510	847,510	847,510	847,510	847,510	847,510
ODYSSEY THERAPEUTICS INC	ODYY						831,656
SAGIME	SGMT	724,800	724,800	724,800	724,800	724,800	724,800
Contineum Therapeutics	CTNM	669,337	669,337	669,337	669,337	669,337	669,337
拼多多	PDD	6,562,576	6,976,804	8,592,600	10,721,400	4,165,029	500,000
Maze Therapeutics	MAZE	457,535	457,535	457,535	457,535	366,028	366,028
WEBULL CORP	G9572D103		33,080,846	33,080,846	5,974,604	1,500,000	309,857
阿里巴巴	BABA	3,907,755	1,149,700	3,289,666	5,430,346	2,453,657	183,934
迈成尔科技	MRVL					171,033	162,933
EQUINOX GOLD CORP	EQX			80,500	80,500	80,500	80,500
ALIGOS THERAPEUTICS INC	ALGS	76,247	76,247	76,247	76,247	76,247	76,247
网易	NTES	2,668,697	1,663,668	790,807			34,999
台积电	TSM	33,000			11,300	15,520	15,510
英特尔	INTC					28,970	14,300
英伟达	NVDA					6,610	14,054
康宁	GLW					7,700	10,266
通用电气	GE	6,757	6,305	10,043	10,043	10,043	10,043
Zoom Video通讯	ZM						9,010
COHERENT CORP	19247G107					4,275	6,417
德州仪器	TXN						4,800
LUMENTUM HLDGS INC	LITEV					1,500	3,300
RIDGETECH INC	G2124G203						136
微博	WB	100,000
优信	UXIN	19,156	19,156	19,156	19,156	19,156
百济神州	BGNE	1,034,306	1,034,306	1,034,306	1,034,306	1,034,306
谷歌A	GOOGL				7,300
怪兽充电	EM	3,949,700	3,949,700	3,949,700
叮咚买菜	DDL					354,500
携程	TCOM	938,842
世纪互联	VNET				53,100	65,100
LAKESHORE BIOPHARMA CO LTD	LSB	75,179	75,179
百度	BIDU	170,000		1,641,000
亚朵	ATAT	242,342
ISHARES BITCOIN TRUST ETF	46438F101				35,300
玉柴国际	CYD	70,000
BOSS直聘	BZ	576,339	576,339
穆迪	MCO	2,637	2,476	2,888	2,888
METAGENOMI INC	MGX	150,699
CENTRAIS ELET BRAS SA	15236F100				25,390
CLEARWATER ANALYTICS HLDGS I	CWAN		1,365,971	1,365,971	1,365,971	1,365,971
WNS控股	WNS	1,531,466	1,531,466
满帮	YMM			4,066,553
亿咖通	ECX	400,000
百胜中国	YUMCw	292,122
BARRICK MNG CORP	06849F108			25,400	25,400	25,400
丹纳赫	DHR	8,026
京东	JD	4,811,700	2,275,500
搜狐	SOHU	201,432
ISHARES INC	464286822					8,800
CENTRAIS ELET BRAS SA	EBR				96,600	63,100
中通快递	ZTO	671,387	671,387
华住	HTHT	237,332
MSCI明晟	MSCI	2,128	2,008
小意科技	XYF	50,000
Ridgetech	RDGT	20,167	20,167	20,167	20,167	20,167
欢聚时代	YY	34,000
Sea Limited	SE			180,050
博实乐教育	BEDU	988,143	988,143	988,143
Enfusion	ENFN	4,975,183
理想汽车	LI	620,000	620,000

高瓴资本 · 按季度持股数量变化