高瓴资本 2022 Q3 美股持仓列表
持有证券数：61，总市值：0.04（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
BGNE
|
百济神州 |
5,472,259 |
0.01 |
19.4% |
持平 |
0% |
|
CRM
|
Salesforce |
2,419,637 |
0.00 |
9.15% |
加仓 |
+4% |
|
JD
|
京东 |
6,363,800 |
0.00 |
8.42% |
减仓 |
-25% |
|
DASH
|
Doordash |
4,691,023 |
0.00 |
6.1% |
持平 |
0% |
|
LEGN
|
传奇生物 |
5,136,617 |
0.00 |
5.51% |
加仓 |
+15.8% |
|
BEKE
|
贝壳 |
11,118,106 |
0.00 |
5.12% |
加仓 |
+20.2% |
|
BABA
|
阿里巴巴 |
2,238,100 |
0.00 |
4.71% |
加仓 |
+18.4% |
|
VIPS
|
唯品会 |
20,143,686 |
0.00 |
4.45% |
减仓 |
-19.8% |
|
CTKB
|
Cytek |
8,757,030 |
0.00 |
3.39% |
持平 |
0% |
|
PDD
|
拼多多 |
2,011,900 |
0.00 |
3.31% |
加仓 |
+43.7% |
|
DQ
|
大全新能源 |
2,101,315 |
0.00 |
2.93% |
加仓 |
+11.4% |
|
MDLZ
|
亿滋 |
1,862,164 |
0.00 |
2.68% |
持平 |
0% |
|
GOSS
|
GOSS |
7,420,974 |
0.00 |
2.34% |
持平 |
0% |
|
ONON
|
昂跑 |
5,468,504 |
0.00 |
2.31% |
减仓 |
-11.8% |
|
JKS
|
晶科能源 |
1,291,616 |
0.00 |
1.88% |
加仓 |
+13.3% |
|
ENFN
|
Enfusion |
4,975,183 |
0.00 |
1.61% |
持平 |
0% |
|
CPNG
|
Coupang |
3,376,000 |
0.00 |
1.48% |
持平 |
0% |
|
BBIO
|
Bridgebio |
5,362,014 |
0.00 |
1.4% |
持平 |
0% |
|
IQ
|
爱奇艺 |
15,414,206 |
0.00 |
1.1% |
持平 |
0% |
|
YSG
|
逸仙电商 |
34,939,200 |
0.00 |
1% |
减仓 |
-13.6% |
|
KNSA
|
Kiniksa |
2,920,023 |
0.00 |
0.99% |
持平 |
0% |
|
MSFT
|
微软 |
150,400 |
0.00 |
0.92% |
加仓 |
+276% |
|
UBER
|
优步 |
1,314,000 |
0.00 |
0.92% |
加仓 |
+18% |
|
ZM
|
Zoom Video通讯 |
420,500 |
0.00 |
0.81% |
新进 |
— |
|
PLTK
|
PlayTika |
3,280,699 |
0.00 |
0.81% |
持平 |
0% |
|
IMAB
|
天境生物 |
7,182,850 |
0.00 |
0.76% |
持平 |
0% |
|
AKRO
|
AKRO |
680,000 |
0.00 |
0.61% |
减仓 |
-50% |
|
FMTX
|
FMTX |
1,100,000 |
0.00 |
0.58% |
持平 |
0% |
|
DDOG
|
Datadog |
226,200 |
0.00 |
0.53% |
新进 |
— |
|
YMM
|
满帮 |
3,027,100 |
0.00 |
0.52% |
减仓 |
-11% |
|
BZ
|
BOSS直聘 |
847,999 |
0.00 |
0.38% |
加仓 |
+2.6% |
|
SOHU
|
搜狐 |
802,034 |
0.00 |
0.34% |
持平 |
0% |
|
DYN
|
DYN |
1,000,000 |
0.00 |
0.33% |
持平 |
0% |
|
MLCO
|
新濠博亚娱乐 |
1,698,877 |
0.00 |
0.3% |
持平 |
0% |
|
SNOW
|
Showflake |
63,000 |
0.00 |
0.28% |
持平 |
0% |
|
HTHT
|
华住 |
307,200 |
0.00 |
0.27% |
加仓 |
+1.3% |
|
ALLO
|
ALLO |
800,000 |
0.00 |
0.23% |
持平 |
0% |
|
ACMR
|
ACM Research |
670,755 |
0.00 |
0.22% |
持平 |
0% |
|
AMZN
|
亚马逊 |
70,000 |
0.00 |
0.21% |
加仓 |
+16.7% |
|
DLO
|
DLOCAL LTD |
380,524 |
0.00 |
0.21% |
新进 |
— |
|
TSM
|
台积电 |
105,095 |
0.00 |
0.19% |
减仓 |
-41.7% |
|
IPSC
|
CENTURY THERAPEUTICS INC |
614,095 |
0.00 |
0.16% |
持平 |
0% |
|
MP
|
MP MATERIALS CORP |
200,000 |
0.00 |
0.14% |
新进 |
— |
|
92189H607
|
VANECK ETF TRUST |
20,000 |
0.00 |
0.11% |
持平 |
0% |
|
PRLD
|
PRLD |
583,333 |
0.00 |
0.1% |
持平 |
0% |
|
FUTU
|
富途控股 |
96,300 |
0.00 |
0.09% |
新进 |
— |
|
BEDU
|
博实乐教育 |
996,449 |
0.00 |
0.08% |
新进 |
— |
|
EM
|
怪兽充电 |
4,080,000 |
0.00 |
0.08% |
持平 |
0% |
|
ALGS
|
Aligos |
2,365,064 |
0.00 |
0.07% |
持平 |
0% |
|
SRZN
|
SURROZEN INC |
1,200,000 |
0.00 |
0.06% |
持平 |
0% |
|
ADCT
|
ADC THERAPEUTICS SA |
500,000 |
0.00 |
0.06% |
持平 |
0% |
|
MOGU
|
蘑菇街 |
870,580 |
0.00 |
0.05% |
持平 |
0% |
|
PATH
|
UIPATH INC |
150,000 |
0.00 |
0.05% |
持平 |
0% |
|
CCCS
|
CCC INTELLIGENT SOLUTIONS HL |
200,000 |
0.00 |
0.05% |
持平 |
0% |
|
TUYA
|
涂鸦智能 |
1,689,359 |
0.00 |
0.04% |
持平 |
0% |
|
PYXS
|
Pyxis Oncology |
764,406 |
0.00 |
0.04% |
持平 |
0% |
|
MNSO
|
名创优品 |
252,322 |
0.00 |
0.04% |
持平 |
0% |
|
UXIN
|
优信 |
1,915,634 |
0.00 |
0.03% |
持平 |
0% |
|
ROOT
|
ROOT INC |
144,443 |
0.00 |
0.03% |
新进 |
— |
|
CJJD
|
九洲大药房 |
403,334 |
0.00 |
0.02% |
持平 |
0% |
|
SRZNW
|
SURROZEN INC |
399,999 |
0.00 |
0% |
持平 |
0% |
|
SE
|
Sea Limited |
— |
— |
— |
清仓 |
-100% |
|
NFLX
|
奈飞 |
— |
— |
— |
清仓 |
-100% |
|
TSLA
|
特斯拉 |
— |
— |
— |
清仓 |
-100% |
|
LU
|
陆控 |
— |
— |
— |
清仓 |
-100% |
|
DEO
|
帝亚吉欧 |
— |
— |
— |
清仓 |
-100% |
|
SHOP
|
Shopify Inc. |
— |
— |
— |
清仓 |
-100% |
|
ROOT
|
ROOT INC |
— |
— |
— |
清仓 |
-100% |
|
BEDU
|
博实乐教育 |
— |
— |
— |
清仓 |
-100% |
|
TALS
|
TALARIS THERAPEUTICS INC |
— |
— |
— |
清仓 |
-100% |
|
LEAP.U
|
RIBBIT LEAP LTD |
— |
— |
— |
清仓 |
-100% |