高瓴资本 2024 Q4 美股持仓列表
持有证券数：45，总市值：28.9（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 |
3,804,406 |
7.0 |
24.34% |
减仓 |
-26.5% |
|
BABA
|
阿里巴巴 |
4,887,300 |
4.1 |
14.35% |
减仓 |
-44.6% |
|
PDD
|
拼多多 |
2,730,275 |
2.6 |
9.17% |
减仓 |
-42.7% |
|
NTES
|
网易 |
2,588,943 |
2.3 |
8% |
持平 |
0% |
|
BEKE
|
贝壳 |
11,261,276 |
2.1 |
7.18% |
加仓 |
+3.6% |
|
VIPS
|
唯品会 |
14,880,002 |
2.0 |
6.94% |
减仓 |
-5.3% |
|
LEGN
|
传奇生物 |
5,984,550 |
1.9 |
6.74% |
减仓 |
-9.8% |
|
AVBP
|
ArriVent BioPharma |
4,484,672 |
1.2 |
4.14% |
持平 |
0% |
|
FUTU
|
富途控股 |
1,118,303 |
0.89 |
3.1% |
加仓 |
+6.4% |
|
WNS
|
WNS控股 |
1,531,466 |
0.73 |
2.51% |
新进 |
— |
|
TCOM
|
携程 |
913,842 |
0.63 |
2.17% |
减仓 |
-48.5% |
|
JD
|
京东 |
1,690,000 |
0.59 |
2.03% |
加仓 |
+5.6% |
|
ENFN
|
Enfusion |
4,975,183 |
0.51 |
1.77% |
持平 |
0% |
|
CTKB
|
Cytek |
6,657,030 |
0.43 |
1.5% |
持平 |
0% |
|
KNSA
|
KINIKSA PHARMACEUTICALS INTL |
1,582,635 |
0.31 |
1.08% |
持平 |
0% |
|
BBIO
|
Bridgebio |
1,023,950 |
0.28 |
0.97% |
持平 |
0% |
|
YSG
|
逸仙电商 |
6,885,873 |
0.27 |
0.95% |
减仓 |
-1.5% |
|
CTNM
|
Contineum Therapeutics |
669,337 |
0.10 |
0.34% |
持平 |
0% |
|
API
|
声网 |
2,098,553 |
0.09 |
0.3% |
新进 |
— |
|
ZTO
|
中通快递 |
435,927 |
0.09 |
0.3% |
减仓 |
-85.5% |
|
TSM
|
台积电 |
42,588 |
0.08 |
0.29% |
加仓 |
+119.6% |
|
SOHU
|
搜狐 |
510,484 |
0.07 |
0.23% |
减仓 |
-28.4% |
|
IMAB
|
天境生物 |
5,980,568 |
0.05 |
0.18% |
减仓 |
-13.4% |
|
GOSS
|
GOSS |
4,974,041 |
0.04 |
0.16% |
持平 |
0% |
|
SGMT
|
SAGIME |
724,800 |
0.03 |
0.11% |
持平 |
0% |
|
ALGS
|
ALIGOS THERAPEUTICS INC |
76,247 |
0.03 |
0.11% |
持平 |
0% |
|
DHR
|
丹纳赫 |
13,079 |
0.03 |
0.1% |
加仓 |
+43.7% |
|
MGX
|
METAGENOMI INC |
777,768 |
0.03 |
0.1% |
持平 |
0% |
|
TUYA
|
涂鸦智能 |
1,564,400 |
0.03 |
0.1% |
持平 |
0% |
|
EM
|
怪兽充电 |
3,949,700 |
0.03 |
0.1% |
持平 |
0% |
|
GEV
|
GE VERNOVA INC |
7,826 |
0.03 |
0.09% |
加仓 |
+1% |
|
MSCI
|
MSCI明晟 |
3,650 |
0.02 |
0.08% |
新进 |
— |
|
MCO
|
穆迪 |
4,477 |
0.02 |
0.07% |
加仓 |
+198.1% |
|
MOGU
|
蘑菇街 |
847,510 |
0.02 |
0.06% |
持平 |
0% |
|
GE
|
通用电气 |
10,328 |
0.02 |
0.06% |
加仓 |
+80.8% |
|
BEDU
|
博实乐教育 |
988,143 |
0.02 |
0.06% |
持平 |
0% |
|
PACB
|
Pacific Biosciences |
918,892 |
0.02 |
0.06% |
持平 |
0% |
|
YY
|
欢聚时代 |
30,000 |
0.01 |
0.04% |
持平 |
0% |
|
TT
|
Trane技术 |
2,338 |
0.01 |
0.03% |
加仓 |
+210.5% |
|
DADA
|
达达 |
700,000 |
0.01 |
0.03% |
加仓 |
+16.7% |
|
PYXS
|
Pyxis Oncology |
382,606 |
0.01 |
0.02% |
持平 |
0% |
|
MOMO
|
挚文集团 |
53,590 |
0.00 |
0.01% |
新进 |
— |
|
LSB
|
LAKESHORE BIOPHARMA CO LTD |
75,179 |
0.00 |
0.01% |
新进 |
— |
|
UXIN
|
优信 |
19,156 |
0.00 |
0% |
持平 |
0% |
|
RDGT
|
Ridgetech |
20,167 |
0.00 |
0% |
持平 |
0% |
|
BIDU
|
百度 |
— |
— |
— |
清仓 |
-100% |
|
YUMCw
|
百胜中国 |
— |
— |
— |
清仓 |
-100% |
|
HTHT
|
华住 |
— |
— |
— |
清仓 |
-100% |
|
ZK
|
ZEEKR INTELLIGENT TECHNOLOGY |
— |
— |
— |
清仓 |
-100% |
|
URA
|
GLOBAL X FDS |
— |
— |
— |
清仓 |
-100% |
|
500767306
|
KRANESHARES TRUST |
— |
— |
— |
清仓 |
-100% |
|
META
|
Meta |
— |
— |
— |
清仓 |
-100% |
|
YSG
|
逸仙电商 |
— |
— |
— |
清仓 |
-100% |