高瓴资本持股数变化

公司	股票代码	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1	2023 Q2
贝壳	BEKE	5,182,364	9,250,689	11,118,106	21,045,865	31,228,934	35,822,654
逸仙电商	YSG	40,451,713	40,451,713	34,939,200	34,939,200	34,939,200	34,939,200
拼多多	PDD		1,399,928	2,011,900	2,903,800	10,642,847	8,172,247
天境生物	IMAB	7,182,850	7,182,850	7,182,850	7,182,850	6,954,442	6,909,220
Cytek	CTKB	8,757,030	8,757,030	8,757,030	8,684,530	7,703,514	6,657,030
传奇生物	LEGN	6,936,617	4,436,617	5,136,617	5,136,617	5,130,367	6,436,533
满帮	YMM	9,590,942	3,401,100	3,027,100	4,127,100	5,594,000	5,226,419
百济神州	BGNE	5,472,259	5,472,259	5,472,259	5,472,259	5,472,259	5,176,906
Enfusion	ENFN	4,975,183	4,975,183	4,975,183	4,975,183	4,975,183	4,975,183
GOSS	GOSS	7,420,974	7,420,974	7,420,974	4,974,041	4,974,041	4,974,041
怪兽充电	EM	4,080,000	4,080,000	4,080,000	4,080,000	4,007,331	3,949,700
华住	HTHT	303,200	303,200	307,200	307,200	3,357,573	3,814,305
阿里巴巴	BABA		1,891,000	2,238,100	3,122,800	3,785,116	3,262,527
Bridgebio	BBIO	5,362,014	5,362,014	5,362,014	5,187,225	3,978,410	2,993,447
Coupang	CPNG	3,350,400	3,376,000	3,376,000	3,376,000	3,241,400	2,818,100
京东	JD	8,434,471	8,485,071	6,363,800	6,623,200	2,397,789	2,704,200
Doordash	DASH	3,881,700	4,691,023	4,691,023	4,504,500	4,450,700	2,666,763
中通快递	ZTO	200,000				430,500	2,497,414
Aligos	ALGS	2,365,064	2,365,064	2,365,064	2,309,764	2,309,764	2,309,764
昂跑	ONON	9,300,000	6,200,000	5,468,504	5,468,504	3,291,204	2,116,424
大全新能源	DQ	100,000	1,885,900	2,101,315	2,101,315	2,037,000	2,037,000
涂鸦智能	TUYA	1,689,359	1,689,359	1,689,359	1,689,359	1,599,700	1,599,700
Salesforce	CRM	2,119,037	2,326,337	2,419,637	1,731,237	1,731,237	1,072,537
博实乐教育	BEDU			996,449	996,449	996,449	993,043
蘑菇街	MOGU	870,580	870,580	870,580	870,580	847,510	847,510
Take-Two互动软件	TTWO						783,000
HOOKIPA PHARMA INC	HOOK						770,717
微软	MSFT		40,000	150,400	174,100	256,900	759,300
逸仙电商	YSG					751,790	751,790
搜狐	SOHU	802,034	802,034	802,034	802,034	731,800	731,800
Kiniksa	KNSA	2,920,023	2,920,023	2,920,023	2,623,924	1,018,091	698,741
亚朵	ATAT				545,000	477,904	661,522
Keurig Dr Pepper	KDP						564,568
百度	BIDU					405,900	553,353
亿滋	MDLZ	1,862,164	1,862,164	1,862,164	1,070,764	1,070,764	523,788
ROIVANT SCIENCES LTD	ROIV						523,461
富途控股	FUTU	130,000		96,300	320,800	417,187	417,187
九洲大药房	CJJD		403,334	403,334	403,334	403,334	403,334
SURROZEN INC	SRZNW	399,999	399,999	399,999	399,999	399,999	387,133
Pyxis Oncology	PYXS	764,406	764,406	764,406	764,406	530,692	382,606
AKRO	AKRO	1,359,152	1,359,052	680,000	315,502	295,502	273,002
拜玛林制药	BMRN					308,693	228,942
Datadog	DDOG			226,200	218,100	218,100	218,100
唯品会	VIPS	22,150,493	25,116,486	20,143,686	18,989,100	2,304,797	198,600
EXACT SCIENCES CORP	EXAS					170,094	197,894
优信	UXIN				191,563	191,563	191,563
理想汽车	LI	2,496,550				1,030,972	170,704
网易	NTES				149,700	149,700	149,700
爱奇艺	IQ	38,648,477	15,414,206	15,414,206	12,163,800	172,300	142,500
BOSS直聘	BZ		826,199	847,999	1,506,199	217,816	123,000
谷歌C	GOOG						100,000
Coinbase Global	COIN						100,000
AXSOME THERAPEUTICS INC	AXSM						100,000
丹纳赫	DHR						85,500
PlayTika	PLTK	3,280,699	3,280,699	3,280,699	3,164,800	3,092,000	72,800
赛默飞世尔科技	TMO					25,800	41,452
AMD	AMD					113,100	40,500
Adobe	ADBE						27,000
亚马逊	AMZN		60,000	70,000	67,500	97,000	24,300
argenx	ARGX	120,000					18,665
TANGO THERAPEUTICS INC	TNGX	882,088
三倍做多纳指	TQQQ				230,000
博实乐教育	BEDU	3,985,797	3,985,797
Freeport McMoRan	FCX				6,274,800	6,274,800
MP MATERIALS CORP	MP			200,000
特斯拉	TSLA		10,600
九洲大药房	CJJD	4,840,000
DIDI GLOBAL INC	DIDI	36,834,320
携程	TCOM				180,000
ADC THERAPEUTICS SA	ADCT	500,000	500,000	500,000
奈飞	NFLX		45,000
SUNRUN INC	RUN				344,800
优信	UXIN	2,297,318	1,915,634	1,915,634
FMTX	FMTX	1,100,000	1,100,000	1,100,000
ROOT INC	ROOT	2,600,000	2,600,000
賽诺菲-安万特	SNY					205,700
Zoom Video通讯	ZM			420,500	405,600	405,600
VANECK ETF TRUST	92189H607		20,000	20,000
MREO	MREO	2,976,121
再生元制药	REGN					12,500
TALARIS THERAPEUTICS INC	TALS	698,797	266,154
CATALENT INC	CTLT					187,000
ENPHASE ENERGY INC	ENPH				19,300
晶科能源	JKS		1,140,416	1,291,616	654,049
Shopify Inc.	SHOP		150,000
ROOT INC	ROOT			144,443	138,977	138,977
CHINA INDEX HLDGS LTD	CIHHV	300,000
陆控	LU		1,000,000
Showflake	SNOW	63,000	63,000	63,000	63,000	55,700
欢聚时代	YY				100,000	96,500
名创优品	MNSO	252,322	252,322	252,322	252,322	242,700
台积电	TSM	360,495	180,295	105,095	60,000
ISHARES TR	TLT				140,000	195,100
DYN	DYN	1,000,000	1,000,000	1,000,000	939,648	478,401
PRLD	PRLD	583,333	583,333	583,333
SEAGEN INC	SGEN					38,350
DIREXION SHS ETF TR	25459W540				1,200,000	793,050
ACM Research	ACMR	670,755	670,755	670,755
CENTURY THERAPEUTICS INC	IPSC	614,095	614,095	614,095	496,624
新濠博亚娱乐	MLCO	1,698,877	1,698,877	1,698,877	1,698,877	1,698,877
Sea Limited	SE	1,453,300	4,357,245
TSCAN THERAPEUTICS INC	TCRX	669,513
WOLFSPEED INC	WOLF					70,000
ALLO	ALLO	800,000	800,000	800,000	623,434
Moderna	MRNA				15,000
UIPATH INC	PATH	150,000	150,000	150,000	145,200	145,200
帝亚吉欧	DEO		30,000
房天下	SFUN	327,720
CCC INTELLIGENT SOLUTIONS HL	CCCS	200,000	200,000	200,000	200,000	200,000
HIPPO HLDGS INC	HIPO	2,771,691
RIBBIT LEAP LTD	LEAP.U	50,000	50,000
SAREPTA THERAPEUTICS INC	SRPT					10,404
DLOCAL LTD	DLO			380,524	6,800	6,800
INVESCO QQQ TR	QQQ				144,800
INSTIL BIO INC	TIL	2,385,457
SURROZEN INC	SRZN	1,200,000	1,200,000	1,200,000	1,161,400
优步	UBER	1,114,000	1,114,000	1,314,000	1,403,600	1,314,000

高瓴资本 · 按季度持股数量变化