高瓴资本 2024 Q3 美股持仓列表
持有证券数：48，总市值：45.6（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 |
5,176,906 |
11.6 |
25.52% |
持平 |
0% |
|
BABA
|
阿里巴巴 |
8,827,600 |
9.4 |
20.57% |
加仓 |
+64.1% |
|
PDD
|
拼多多 |
4,766,780 |
6.4 |
14.11% |
减仓 |
-46.4% |
|
LEGN
|
传奇生物 |
6,636,496 |
3.2 |
7.1% |
持平 |
0% |
|
VIPS
|
唯品会 |
15,720,322 |
2.5 |
5.43% |
加仓 |
+6.2% |
|
NTES
|
网易 |
2,588,943 |
2.4 |
5.31% |
加仓 |
+86.8% |
|
BEKE
|
贝壳 |
10,868,688 |
2.2 |
4.75% |
减仓 |
-53.1% |
|
TCOM
|
携程 |
1,774,432 |
1.1 |
2.32% |
加仓 |
+28.2% |
|
AVBP
|
ArriVent BioPharma |
4,484,672 |
1.1 |
2.31% |
持平 |
0% |
|
FUTU
|
富途控股 |
1,051,089 |
1.0 |
2.21% |
加仓 |
+46.8% |
|
ZTO
|
中通快递 |
3,003,008 |
0.74 |
1.63% |
加仓 |
+8172.7% |
|
JD
|
京东 |
1,600,000 |
0.64 |
1.4% |
加仓 |
+2523% |
|
ENFN
|
Enfusion |
4,975,183 |
0.47 |
1.04% |
持平 |
0% |
|
KNSA
|
KINIKSA PHARMACEUTICALS INTL |
1,582,635 |
0.40 |
0.87% |
减仓 |
-49.7% |
|
CTKB
|
Cytek |
6,657,030 |
0.37 |
0.81% |
持平 |
0% |
|
BIDU
|
百度 |
300,000 |
0.32 |
0.69% |
新进 |
— |
|
YUMCw
|
百胜中国 |
665,863 |
0.30 |
0.66% |
新进 |
— |
|
BBIO
|
Bridgebio |
1,023,950 |
0.26 |
0.57% |
减仓 |
-26.4% |
|
YSG
|
逸仙电商 |
6,987,839 |
0.24 |
0.52% |
持平 |
0% |
|
HTHT
|
华住 |
568,613 |
0.21 |
0.46% |
持平 |
0% |
|
CTNM
|
Contineum Therapeutics |
669,337 |
0.13 |
0.28% |
持平 |
0% |
|
SOHU
|
搜狐 |
713,400 |
0.11 |
0.25% |
持平 |
0% |
|
IMAB
|
天境生物 |
6,909,220 |
0.09 |
0.19% |
持平 |
0% |
|
GOSS
|
GOSS |
4,974,041 |
0.05 |
0.11% |
持平 |
0% |
|
TSM
|
台积电 |
19,395 |
0.03 |
0.07% |
减仓 |
-71% |
|
ZK
|
ZEEKR INTELLIGENT TECHNOLOGY |
145,000 |
0.03 |
0.07% |
持平 |
0% |
|
URA
|
GLOBAL X FDS |
100,000 |
0.03 |
0.06% |
减仓 |
-16.7% |
|
EM
|
怪兽充电 |
3,949,700 |
0.03 |
0.06% |
持平 |
0% |
|
500767306
|
KRANESHARES TRUST |
79,500 |
0.03 |
0.06% |
新进 |
— |
|
TUYA
|
涂鸦智能 |
1,564,400 |
0.03 |
0.06% |
持平 |
0% |
|
DHR
|
丹纳赫 |
9,104 |
0.03 |
0.06% |
减仓 |
-91.6% |
|
META
|
Meta |
4,000 |
0.02 |
0.05% |
减仓 |
-91% |
|
MOGU
|
蘑菇街 |
847,510 |
0.02 |
0.05% |
持平 |
0% |
|
SGMT
|
SAGIME |
724,800 |
0.02 |
0.04% |
持平 |
0% |
|
BEDU
|
博实乐教育 |
988,143 |
0.02 |
0.04% |
持平 |
0% |
|
GEV
|
GE VERNOVA INC |
7,746 |
0.02 |
0.04% |
减仓 |
-19.4% |
|
MGX
|
METAGENOMI INC |
777,768 |
0.02 |
0.04% |
持平 |
0% |
|
PACB
|
Pacific Biosciences |
918,892 |
0.02 |
0.03% |
持平 |
0% |
|
PYXS
|
Pyxis Oncology |
382,606 |
0.01 |
0.03% |
持平 |
0% |
|
DADA
|
达达 |
600,000 |
0.01 |
0.03% |
持平 |
0% |
|
YY
|
欢聚时代 |
30,000 |
0.01 |
0.02% |
新进 |
— |
|
GE
|
通用电气 |
5,713 |
0.01 |
0.02% |
减仓 |
-37.9% |
|
MCO
|
穆迪 |
1,502 |
0.01 |
0.02% |
减仓 |
-62.7% |
|
ALGS
|
ALIGOS THERAPEUTICS INC |
76,247 |
0.01 |
0.01% |
新进 |
— |
|
YSG
|
逸仙电商 |
751,790 |
0.01 |
0.01% |
持平 |
0% |
|
TT
|
Trane技术 |
753 |
0.00 |
0.01% |
减仓 |
-84.8% |
|
UXIN
|
优信 |
19,156 |
0.00 |
0% |
持平 |
0% |
|
RDGT
|
Ridgetech |
20,167 |
0.00 |
0% |
持平 |
0% |
|
DASH
|
Doordash |
— |
— |
— |
清仓 |
-100% |
|
CRM
|
Salesforce |
— |
— |
— |
清仓 |
-100% |
|
AZN
|
阿斯利康 |
— |
— |
— |
清仓 |
-100% |
|
APP
|
Applavin |
— |
— |
— |
清仓 |
-100% |
|
ONON
|
昂跑 |
— |
— |
— |
清仓 |
-100% |
|
GOOG
|
谷歌C |
— |
— |
— |
清仓 |
-100% |
|
GERN
|
GERON CORP |
— |
— |
— |
清仓 |
-100% |
|
SE
|
Sea Limited |
— |
— |
— |
清仓 |
-100% |
|
TMO
|
赛默飞世尔科技 |
— |
— |
— |
清仓 |
-100% |
|
STVN
|
STEVANATO GROUP S P A |
— |
— |
— |
清仓 |
-100% |
|
NVDA
|
英伟达 |
— |
— |
— |
清仓 |
-100% |
|
MU
|
美光科技 |
— |
— |
— |
清仓 |
-100% |
|
MSFT
|
微软 |
— |
— |
— |
清仓 |
-100% |
|
CPNG
|
Coupang |
— |
— |
— |
清仓 |
-100% |
|
AAPL
|
苹果 |
— |
— |
— |
清仓 |
-100% |
|
AMZN
|
亚马逊 |
— |
— |
— |
清仓 |
-100% |
|
ASML
|
阿斯麦 |
— |
— |
— |
清仓 |
-100% |
|
RBLX
|
Roblox |
— |
— |
— |
清仓 |
-100% |
|
S
|
SENTINELONE INC |
— |
— |
— |
清仓 |
-100% |
|
ANET
|
Arista Networks |
— |
— |
— |
清仓 |
-100% |
|
QCOM
|
高通 |
— |
— |
— |
清仓 |
-100% |
|
BCYC
|
BICYCLE THERAPEUTICS PLC |
— |
— |
— |
清仓 |
-100% |
|
AVGO
|
博通 |
— |
— |
— |
清仓 |
-100% |
|
AMAT
|
应用材料公司 |
— |
— |
— |
清仓 |
-100% |
|
MA
|
万事达 |
— |
— |
— |
清仓 |
-100% |
|
V
|
维萨卡 |
— |
— |
— |
清仓 |
-100% |
|
BZ
|
BOSS直聘 |
— |
— |
— |
清仓 |
-100% |
|
PYPLV
|
PayPal |
— |
— |
— |
清仓 |
-100% |
|
FRO
|
FRONTLINE PLC |
— |
— |
— |
清仓 |
-100% |
|
IMNM
|
IMMUNOME INC |
— |
— |
— |
清仓 |
-100% |
|
CDNS
|
铿腦电子 |
— |
— |
— |
清仓 |
-100% |
|
ALGS
|
Aligos |
— |
— |
— |
清仓 |
-100% |
|
CYBN
|
CYBIN INC |
— |
— |
— |
清仓 |
-100% |
|
GOOGL
|
谷歌A |
— |
— |
— |
清仓 |
-100% |
|
SRZNW
|
SURROZEN INC |
— |
— |
— |
清仓 |
-100% |