| 公司 | 股票代码 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 |
|---|---|---|---|---|---|---|---|
| 百济神州 | BGNE | 0.01 | 0.01 | 0.01 | 12.0 | 11.8 | 9.2 |
| 拼多多 | PDD | 0.00 | 0.00 | 2.4 | 8.1 | 5.7 | |
| 贝壳 | BEKE | 0.00 | 0.00 | 0.00 | 2.9 | 5.9 | 5.3 |
| 传奇生物 | LEGN | 0.00 | 0.00 | 0.00 | 2.6 | 2.5 | 4.4 |
| 阿里巴巴 | BABA | 0.00 | 0.00 | 2.8 | 3.9 | 2.7 | |
| 微软 | MSFT | 0.00 | 0.00 | 0.42 | 0.74 | 2.6 | |
| Salesforce | CRM | 0.00 | 0.00 | 0.00 | 2.3 | 3.5 | 2.3 |
| Doordash | DASH | 0.00 | 0.00 | 0.00 | 2.2 | 2.8 | 2.0 |
| 华住 | HTHT | 0.00 | 0.00 | 0.00 | 0.13 | 1.6 | 1.5 |
| Take-Two互动软件 | TTWO | 1.2 | |||||
| 京东 | JD | 0.00 | 0.01 | 0.00 | 3.7 | 1.1 | 0.92 |
| 大全新能源 | DQ | 0.00 | 0.00 | 0.00 | 0.81 | 0.95 | 0.81 |
| 百度 | BIDU | 0.61 | 0.76 | ||||
| 昂跑 | ONON | 0.00 | 0.00 | 0.00 | 0.94 | 1.0 | 0.70 |
| 中通快递 | ZTO | 0.00 | 0.12 | 0.63 | |||
| Cytek | CTKB | 0.00 | 0.00 | 0.00 | 0.89 | 0.71 | 0.57 |
| Enfusion | ENFN | 0.00 | 0.00 | 0.00 | 0.48 | 0.52 | 0.56 |
| Bridgebio | BBIO | 0.00 | 0.00 | 0.00 | 0.40 | 0.66 | 0.51 |
| Coupang | CPNG | 0.00 | 0.00 | 0.00 | 0.50 | 0.52 | 0.49 |
| 亿滋 | MDLZ | 0.00 | 0.00 | 0.00 | 0.71 | 0.75 | 0.38 |
| 逸仙电商 | YSG | 0.00 | 0.00 | 0.00 | 0.51 | 0.52 | 0.35 |
| 满帮 | YMM | 0.00 | 0.00 | 0.00 | 0.33 | 0.43 | 0.33 |
| 赛默飞世尔科技 | TMO | 0.15 | 0.22 | ||||
| Datadog | DDOG | 0.00 | 0.16 | 0.16 | 0.21 | ||
| 天境生物 | IMAB | 0.00 | 0.00 | 0.00 | 0.30 | 0.24 | 0.21 |
| 丹纳赫 | DHR | 0.21 | |||||
| 拜玛林制药 | BMRN | 0.30 | 0.20 | ||||
| EXACT SCIENCES CORP | EXAS | 0.12 | 0.19 | ||||
| Keurig Dr Pepper | KDP | 0.18 | |||||
| 富途控股 | FUTU | 0.00 | 0.00 | 0.13 | 0.22 | 0.17 | |
| 网易 | NTES | 0.11 | 0.13 | 0.14 | |||
| Adobe | ADBE | 0.13 | |||||
| AKRO | AKRO | 0.00 | 0.00 | 0.00 | 0.17 | 0.11 | 0.13 |
| 谷歌C | GOOG | 0.12 | |||||
| 亚朵 | ATAT | 0.10 | 0.13 | 0.11 | |||
| Kiniksa | KNSA | 0.00 | 0.00 | 0.00 | 0.39 | 0.11 | 0.10 |
| 搜狐 | SOHU | 0.00 | 0.00 | 0.00 | 0.11 | 0.11 | 0.08 |
| argenx | ARGX | 0.00 | 0.07 | ||||
| AXSOME THERAPEUTICS INC | AXSM | 0.07 | |||||
| Coinbase Global | COIN | 0.07 | |||||
| 理想汽车 | LI | 0.00 | 0.26 | 0.06 | |||
| GOSS | GOSS | 0.00 | 0.00 | 0.00 | 0.11 | 0.06 | 0.06 |
| ROIVANT SCIENCES LTD | ROIV | 0.05 | |||||
| AMD | AMD | 0.11 | 0.05 | ||||
| 怪兽充电 | EM | 0.00 | 0.00 | 0.00 | 0.05 | 0.04 | 0.04 |
| 唯品会 | VIPS | 0.00 | 0.00 | 0.00 | 2.6 | 0.35 | 0.03 |
| 亚马逊 | AMZN | 0.00 | 0.00 | 0.06 | 0.10 | 0.03 | |
| 涂鸦智能 | TUYA | 0.00 | 0.00 | 0.00 | 0.03 | 0.03 | 0.03 |
| Aligos | ALGS | 0.00 | 0.00 | 0.00 | 0.02 | 0.02 | 0.02 |
| 蘑菇街 | MOGU | 0.00 | 0.00 | 0.00 | 0.02 | 0.03 | 0.02 |
| BOSS直聘 | BZ | 0.00 | 0.00 | 0.31 | 0.04 | 0.02 | |
| 博实乐教育 | BEDU | 0.00 | 0.02 | 0.02 | 0.01 | ||
| 逸仙电商 | YSG | 0.01 | 0.01 | ||||
| Pyxis Oncology | PYXS | 0.00 | 0.00 | 0.00 | 0.01 | 0.02 | 0.01 |
| PlayTika | PLTK | 0.00 | 0.00 | 0.00 | 0.27 | 0.35 | 0.01 |
| 爱奇艺 | IQ | 0.00 | 0.00 | 0.00 | 0.64 | 0.01 | 0.01 |
| HOOKIPA PHARMA INC | HOOK | 0.01 | |||||
| 优信 | UXIN | 0.01 | 0.00 | 0.00 | |||
| 九洲大药房 | CJJD | 0.00 | 0.00 | 0.01 | 0.02 | 0.00 | |
| SURROZEN INC | SRZNW | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| 陆控 | LU | 0.00 | |||||
| Showflake | SNOW | 0.00 | 0.00 | 0.00 | 0.09 | 0.09 | |
| DYN | DYN | 0.00 | 0.00 | 0.00 | 0.11 | 0.06 | |
| 欢聚时代 | YY | 0.03 | 0.03 | ||||
| 名创优品 | MNSO | 0.00 | 0.00 | 0.00 | 0.03 | 0.04 | |
| 台积电 | TSM | 0.00 | 0.00 | 0.00 | 0.04 | ||
| ISHARES TR | TLT | 0.14 | 0.21 | ||||
| DIREXION SHS ETF TR | 25459W540 | 0.09 | 0.07 | ||||
| ACM Research | ACMR | 0.00 | 0.00 | 0.00 | |||
| CENTURY THERAPEUTICS INC | IPSC | 0.00 | 0.00 | 0.00 | 0.03 | ||
| PRLD | PRLD | 0.00 | 0.00 | 0.00 | |||
| SEAGEN INC | SGEN | 0.08 | |||||
| WOLFSPEED INC | WOLF | 0.05 | |||||
| ALLO | ALLO | 0.00 | 0.00 | 0.00 | 0.04 | ||
| 新濠博亚娱乐 | MLCO | 0.00 | 0.00 | 0.00 | 0.20 | 0.22 | |
| Sea Limited | SE | 0.00 | 0.00 | ||||
| TSCAN THERAPEUTICS INC | TCRX | 0.00 | |||||
| 帝亚吉欧 | DEO | 0.00 | |||||
| Moderna | MRNA | 0.03 | |||||
| UIPATH INC | PATH | 0.00 | 0.00 | 0.00 | 0.02 | 0.03 | |
| CCC INTELLIGENT SOLUTIONS HL | CCCS | 0.00 | 0.00 | 0.00 | 0.02 | 0.02 | |
| 房天下 | SFUN | 0.00 | |||||
| DLOCAL LTD | DLO | 0.00 | 0.00 | 0.00 | |||
| INVESCO QQQ TR | QQQ | 0.39 | |||||
| HIPPO HLDGS INC | HIPO | 0.00 | |||||
| RIBBIT LEAP LTD | LEAP.U | 0.00 | 0.00 | ||||
| SAREPTA THERAPEUTICS INC | SRPT | 0.01 | |||||
| INSTIL BIO INC | TIL | 0.00 | |||||
| SURROZEN INC | SRZN | 0.00 | 0.00 | 0.00 | 0.01 | ||
| 优步 | UBER | 0.00 | 0.00 | 0.00 | 0.35 | 0.42 | |
| 三倍做多纳指 | TQQQ | 0.04 | |||||
| 博实乐教育 | BEDU | 0.00 | 0.00 | ||||
| Freeport McMoRan | FCX | 2.4 | 2.6 | ||||
| TANGO THERAPEUTICS INC | TNGX | 0.00 | |||||
| 九洲大药房 | CJJD | 0.00 | |||||
| DIDI GLOBAL INC | DIDI | 0.00 | |||||
| MP MATERIALS CORP | MP | 0.00 | |||||
| 特斯拉 | TSLA | 0.00 | |||||
| ADC THERAPEUTICS SA | ADCT | 0.00 | 0.00 | 0.00 | |||
| 携程 | TCOM | 0.06 | |||||
| 优信 | UXIN | 0.00 | 0.00 | 0.00 | |||
| FMTX | FMTX | 0.00 | 0.00 | 0.00 | |||
| 奈飞 | NFLX | 0.00 | |||||
| SUNRUN INC | RUN | 0.08 | |||||
| Zoom Video通讯 | ZM | 0.00 | 0.27 | 0.30 | |||
| VANECK ETF TRUST | 92189H607 | 0.00 | 0.00 | ||||
| ROOT INC | ROOT | 0.00 | 0.00 | ||||
| 賽诺菲-安万特 | SNY | 0.11 | |||||
| CATALENT INC | CTLT | 0.12 | |||||
| MREO | MREO | 0.00 | |||||
| 再生元制药 | REGN | 0.10 | |||||
| TALARIS THERAPEUTICS INC | TALS | 0.00 | 0.00 | ||||
| ROOT INC | ROOT | 0.00 | 0.01 | 0.01 | |||
| CHINA INDEX HLDGS LTD | CIHHV | 0.00 | |||||
| ENPHASE ENERGY INC | ENPH | 0.05 | |||||
| 晶科能源 | JKS | 0.00 | 0.00 | 0.27 | |||
| Shopify Inc. | SHOP | 0.00 |
名人：张磊
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 →