高瓴资本持股数变化

公司	股票代码	2023 Q3	2023 Q4	2024 Q1	2024 Q2	2024 Q3	2024 Q4
唯品会	VIPS	198,600	198,600	198,600	14,806,000	15,720,322	14,880,002
贝壳	BEKE	30,665,445	29,224,568	29,181,868	23,172,330	10,868,688	11,261,276
逸仙电商	YSG			6,987,839	6,987,839	6,987,839	6,885,873
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	6,436,533	5,984,550	5,984,550	6,636,496	6,636,496	5,984,550
天境生物	IMAB	6,909,220	6,909,220	6,909,220	6,909,220	6,909,220	5,980,568
Enfusion	ENFN	4,975,183	4,975,183	4,975,183	4,975,183	4,975,183	4,975,183
GOSS	GOSS	4,974,041	4,974,041	4,974,041	4,974,041	4,974,041	4,974,041
阿里巴巴	BABA	2,030,447	1,220,618	143,900	5,379,448	8,827,600	4,887,300
ArriVent BioPharma	AVBP			3,929,117	4,484,672	4,484,672	4,484,672
怪兽充电	EM	3,949,700	3,949,700	3,949,700	3,949,700	3,949,700	3,949,700
百济神州	BGNE	5,176,906	5,176,906	5,176,906	5,176,906	5,176,906	3,804,406
拼多多	PDD	7,350,847	10,110,947	11,791,547	8,892,447	4,766,780	2,730,275
网易	NTES	149,700	149,700	149,700	1,385,814	2,588,943	2,588,943
声网	API						2,098,553
京东	JD	509,850	1,451,150	61,250	61,000	1,600,000	1,690,000
KINIKSA PHARMACEUTICALS INTL	KNSA				3,144,556	1,582,635	1,582,635
涂鸦智能	TUYA	1,599,700	1,599,700	1,564,400	1,564,400	1,564,400	1,564,400
WNS控股	WNS						1,531,466
富途控股	FUTU	80,000	80,000		716,089	1,051,089	1,118,303
Bridgebio	BBIO	2,782,750	1,391,240	1,367,489	1,390,653	1,023,950	1,023,950
博实乐教育	BEDU	988,143	988,143	988,143	988,143	988,143	988,143
Pacific Biosciences	PACB	918,892	918,892	918,892	918,892	918,892	918,892
携程	TCOM				1,384,642	1,774,432	913,842
蘑菇街	MOGU	847,510	847,510	847,510	847,510	847,510	847,510
METAGENOMI INC	MGX			777,768	777,768	777,768	777,768
SAGIME	SGMT	1,449,543	1,449,543	724,800	724,800	724,800	724,800
达达	DADA				600,000	600,000	700,000
Contineum Therapeutics	CTNM				669,337	669,337	669,337
搜狐	SOHU	731,800	731,800	713,400	713,400	713,400	510,484
中通快递	ZTO	1,350,926	814,524	654,524	36,300	3,003,008	435,927
Pyxis Oncology	PYXS	382,606	382,606	382,606	382,606	382,606	382,606
ALIGOS THERAPEUTICS INC	ALGS					76,247	76,247
LAKESHORE BIOPHARMA CO LTD	LSB						75,179
挚文集团	MOMO						53,590
台积电	TSM			98,100	66,800	19,395	42,588
欢聚时代	YY					30,000	30,000
Ridgetech	RDGT			20,167	20,167	20,167	20,167
优信	UXIN			19,156	19,156	19,156	19,156
丹纳赫	DHR	85,500	471,100	471,100	108,700	9,104	13,079
通用电气	GE			18,800	9,198	5,713	10,328
GE VERNOVA INC	GEV				9,606	7,746	7,826
穆迪	MCO		155,846	155,846	4,030	1,502	4,477
MSCI明晟	MSCI						3,650
Trane技术	TT				4,959	753	2,338
SURROZEN INC	SRZNW	384,573			384,273
ROIVANT SCIENCES LTD	ROIV	2,448,579
亚马逊	AMZN	802,000	811,900	822,900	41,700
Coupang	CPNG	2,580,700	2,217,800	1,071,500	436,514
GERON CORP	GERN				2,990,500
迈成尔科技	MRVL			59,500
KRANESHARES TRUST	500767306					79,500
argenx	ARGX	16,765
CYBIN INC	CYBN				2,457,542
英伟达	NVDA			13,600	77,700
优信	UXIN	191,563	191,563
AKRO	AKRO	273,002
BICYCLE THERAPEUTICS PLC	BCYC				125,283
Kiniksa	KNSA	698,741		3,135,735
AMD	AMD			912,400
铿腦电子	CDNS				3,774
特斯拉	TSLA	30,000
NEUMORA THERAPEUTICS INC.	NMRA	1,699,313	1,699,313
Applavin	APP			130,800	218,400
Datadog	DDOG	218,100	85,100
爱奇艺	IQ	142,500	142,500
逸仙电商	YSG	751,790	751,790	751,790	751,790	751,790
ZEEKR INTELLIGENT TECHNOLOGY	ZK				145,000	145,000
阿斯利康	AZN				271,749
满帮	YMM	3,533,932	2,252,542	13,519
IMMUNOME INC	IMNM				107,626
Salesforce	CRM	908,637	747,537	462,137	96,358
Roblox	RBLX				110,800
Vertiv Holdings	VRT			38,200
应用材料公司	AMAT				9,074
华住	HTHT	2,433,083	935,920	935,920	568,613	568,613
SENTINELONE INC	S				170,507
RAYZEBIO INC	RYZB	1,395,716	1,062,383
苹果	AAPL			11,700	40,500
大全新能源	DQ	2,037,000
谷歌A	GOOGL				1,409
美光科技	MU			72,100	72,404
赛默飞世尔科技	TMO	31,952			18,400
GLOBAL X FDS	URA			100,000	120,000	100,000
AXSOME THERAPEUTICS INC	AXSM	100,000
BOSS直聘	BZ	123,700	123,700	89,100	88,400
高通	QCOM			3,000	15,100
维萨卡	V				7,553
AMBRX BIOPHARMA INC	AMAM	31,735
拜玛林制药	BMRN	114,042
Take-Two互动软件	TTWO	783,000	783,000	783,000
昂跑	ONON	411,400	411,400	411,400	411,400
谷歌C	GOOG			58,900	69,724
微软	MSFT	801,700	729,400	692,100	20,837
博通	AVGO			2,100	1,350
Doordash	DASH	2,666,763	1,032,763	583,463	247,912
PlayTika	PLTK	72,800	72,800
Sea Limited	SE	174,800	174,800	174,800	174,800
Aligos	ALGS	2,309,764	1,906,191	1,906,191	3,121,689
Meta	META			6,000	44,476	4,000
亿滋	MDLZ	441,688	370,188	196,288
百胜中国	YUMCw					665,863
Arista Networks	ANET			3,600	9,800
STEVANATO GROUP S P A	STVN				550,000
亚朵	ATAT	200,000	200,000	50,000
CONSTELLATION ENERGY CORP	CEG			300
阿斯麦	ASML			3,300	5,271
PayPal	PYPLV				27,453
逸仙电商	YSG	34,939,200	34,939,200
九洲大药房	CJJD	403,334	403,334
FRONTLINE PLC	FRO				56,800
百度	BIDU	535,400	535,400	150,600		300,000
EXACT SCIENCES CORP	EXAS	197,894
万事达	MA				4,565

高瓴资本 · 按季度持股数量变化