高瓴资本 2025 Q2 美股持仓列表
持有证券数：36，总市值：31.0（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
PDD
|
拼多多 |
6,976,804 |
7.3 |
23.52% |
加仓 |
+6.3% |
|
FUTU
|
富途控股 |
4,312,237 |
5.3 |
17.17% |
加仓 |
+0.1% |
|
G9572D103
|
WEBULL CORP |
33,080,846 |
4.0 |
12.74% |
新进 |
— |
|
BGNE
|
百济神州 |
1,034,306 |
2.5 |
8.06% |
持平 |
0% |
|
NTES
|
网易 |
1,663,668 |
2.2 |
7.21% |
减仓 |
-37.7% |
|
LEGN
|
传奇生物 |
5,984,550 |
2.1 |
6.84% |
持平 |
0% |
|
BEKE
|
贝壳 |
7,465,465 |
1.3 |
4.27% |
减仓 |
-37.6% |
|
BABA
|
阿里巴巴 |
1,149,700 |
1.3 |
4.2% |
减仓 |
-70.6% |
|
AVBP
|
ArriVent BioPharma |
4,484,672 |
0.98 |
3.14% |
持平 |
0% |
|
WNS
|
WNS控股 |
1,531,466 |
0.97 |
3.12% |
持平 |
0% |
|
JD
|
京东 |
2,275,500 |
0.74 |
2.39% |
减仓 |
-52.7% |
|
YSG
|
逸仙电商 |
6,111,933 |
0.59 |
1.9% |
减仓 |
-11.2% |
|
CWAN
|
CLEARWATER ANALYTICS HLDGS I |
1,365,971 |
0.30 |
0.96% |
新进 |
— |
|
CTKB
|
Cytek |
6,657,030 |
0.23 |
0.73% |
持平 |
0% |
|
VIPS
|
唯品会 |
1,131,788 |
0.17 |
0.55% |
减仓 |
-83.1% |
|
LI
|
理想汽车 |
620,000 |
0.17 |
0.54% |
持平 |
0% |
|
IMAB
|
天境生物 |
5,980,568 |
0.14 |
0.47% |
持平 |
0% |
|
ZTO
|
中通快递 |
671,387 |
0.12 |
0.38% |
持平 |
0% |
|
BZ
|
BOSS直聘 |
576,339 |
0.10 |
0.33% |
持平 |
0% |
|
API
|
声网 |
2,098,553 |
0.08 |
0.26% |
持平 |
0% |
|
GOSS
|
GOSS |
4,974,041 |
0.06 |
0.2% |
持平 |
0% |
|
MAZE
|
Maze Therapeutics |
457,535 |
0.06 |
0.18% |
持平 |
0% |
|
SGMT
|
SAGIME |
724,800 |
0.06 |
0.18% |
持平 |
0% |
|
EM
|
怪兽充电 |
3,949,700 |
0.05 |
0.15% |
持平 |
0% |
|
TUYA
|
涂鸦智能 |
1,564,400 |
0.04 |
0.12% |
持平 |
0% |
|
CTNM
|
Contineum Therapeutics |
669,337 |
0.03 |
0.09% |
持平 |
0% |
|
MOGU
|
蘑菇街 |
847,510 |
0.02 |
0.06% |
持平 |
0% |
|
BEDU
|
博实乐教育 |
988,143 |
0.02 |
0.06% |
持平 |
0% |
|
GE
|
通用电气 |
6,305 |
0.02 |
0.05% |
减仓 |
-6.7% |
|
MCO
|
穆迪 |
2,476 |
0.01 |
0.04% |
减仓 |
-6.1% |
|
MSCI
|
MSCI明晟 |
2,008 |
0.01 |
0.04% |
减仓 |
-5.6% |
|
PACB
|
Pacific Biosciences |
918,892 |
0.01 |
0.04% |
持平 |
0% |
|
ALGS
|
ALIGOS THERAPEUTICS INC |
76,247 |
0.01 |
0.02% |
持平 |
0% |
|
LSB
|
LAKESHORE BIOPHARMA CO LTD |
75,179 |
0.00 |
0% |
持平 |
0% |
|
UXIN
|
优信 |
19,156 |
0.00 |
0% |
持平 |
0% |
|
RDGT
|
Ridgetech |
20,167 |
0.00 |
0% |
持平 |
0% |
|
TCOM
|
携程 |
— |
— |
— |
清仓 |
-100% |
|
ENFN
|
Enfusion |
— |
— |
— |
清仓 |
-100% |
|
BIDU
|
百度 |
— |
— |
— |
清仓 |
-100% |
|
YUMCw
|
百胜中国 |
— |
— |
— |
清仓 |
-100% |
|
HTHT
|
华住 |
— |
— |
— |
清仓 |
-100% |
|
ATAT
|
亚朵 |
— |
— |
— |
清仓 |
-100% |
|
TSM
|
台积电 |
— |
— |
— |
清仓 |
-100% |
|
SOHU
|
搜狐 |
— |
— |
— |
清仓 |
-100% |
|
DHR
|
丹纳赫 |
— |
— |
— |
清仓 |
-100% |
|
YY
|
欢聚时代 |
— |
— |
— |
清仓 |
-100% |
|
CYD
|
玉柴国际 |
— |
— |
— |
清仓 |
-100% |
|
WB
|
微博 |
— |
— |
— |
清仓 |
-100% |
|
XYF
|
小意科技 |
— |
— |
— |
清仓 |
-100% |
|
ECX
|
亿咖通 |
— |
— |
— |
清仓 |
-100% |
|
MGX
|
METAGENOMI INC |
— |
— |
— |
清仓 |
-100% |