高瓴资本 2025 Q3 美股持仓列表
持有证券数：33，总市值：40.9（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 |
8,592,600 |
11.4 |
27.76% |
加仓 |
+23.2% |
|
BABA
|
阿里巴巴 |
3,289,666 |
5.9 |
14.37% |
加仓 |
+186.1% |
|
FUTU
|
富途控股 |
3,238,179 |
5.6 |
13.77% |
减仓 |
-24.9% |
|
G9572D103
|
WEBULL CORP |
33,080,846 |
4.9 |
11.96% |
持平 |
0% |
|
BGNE
|
百济神州 |
1,034,306 |
3.5 |
8.61% |
持平 |
0% |
|
BIDU
|
百度 |
1,641,000 |
2.2 |
5.29% |
新进 |
— |
|
LEGN
|
传奇生物 |
5,984,550 |
2.0 |
4.77% |
持平 |
0% |
|
NTES
|
网易 |
790,807 |
1.2 |
2.94% |
减仓 |
-52.5% |
|
AVBP
|
ArriVent BioPharma |
4,484,672 |
0.83 |
2.02% |
持平 |
0% |
|
BEKE
|
贝壳 |
4,236,278 |
0.80 |
1.97% |
减仓 |
-43.3% |
|
YMM
|
满帮 |
4,066,553 |
0.53 |
1.29% |
新进 |
— |
|
YSG
|
逸仙电商 |
4,885,873 |
0.44 |
1.08% |
减仓 |
-20.1% |
|
SE
|
Sea Limited |
180,050 |
0.32 |
0.79% |
新进 |
— |
|
CWAN
|
CLEARWATER ANALYTICS HLDGS I |
1,365,971 |
0.25 |
0.6% |
持平 |
0% |
|
CTKB
|
Cytek |
6,657,030 |
0.23 |
0.56% |
持平 |
0% |
|
IMAB
|
天境生物 |
5,980,568 |
0.23 |
0.55% |
持平 |
0% |
|
GOSS
|
GOSS |
4,974,041 |
0.13 |
0.32% |
持平 |
0% |
|
MAZE
|
Maze Therapeutics |
457,535 |
0.12 |
0.29% |
持平 |
0% |
|
API
|
声网 |
2,098,553 |
0.08 |
0.2% |
持平 |
0% |
|
CTNM
|
Contineum Therapeutics |
669,337 |
0.08 |
0.19% |
持平 |
0% |
|
EM
|
怪兽充电 |
3,949,700 |
0.05 |
0.13% |
持平 |
0% |
|
SGMT
|
SAGIME |
724,800 |
0.05 |
0.12% |
持平 |
0% |
|
TUYA
|
涂鸦智能 |
1,564,400 |
0.04 |
0.09% |
持平 |
0% |
|
GE
|
通用电气 |
10,043 |
0.03 |
0.07% |
加仓 |
+59.3% |
|
MOGU
|
蘑菇街 |
847,510 |
0.03 |
0.07% |
持平 |
0% |
|
BEDU
|
博实乐教育 |
988,143 |
0.02 |
0.05% |
持平 |
0% |
|
MCO
|
穆迪 |
2,888 |
0.01 |
0.03% |
加仓 |
+16.6% |
|
PACB
|
Pacific Biosciences |
918,892 |
0.01 |
0.03% |
持平 |
0% |
|
EQX
|
EQUINOX GOLD CORP |
80,500 |
0.01 |
0.02% |
新进 |
— |
|
06849F108
|
BARRICK MNG CORP |
25,400 |
0.01 |
0.02% |
新进 |
— |
|
ALGS
|
ALIGOS THERAPEUTICS INC |
76,247 |
0.01 |
0.02% |
持平 |
0% |
|
UXIN
|
优信 |
19,156 |
0.00 |
0% |
持平 |
0% |
|
RDGT
|
Ridgetech |
20,167 |
0.00 |
0% |
持平 |
0% |
|
WNS
|
WNS控股 |
— |
— |
— |
清仓 |
-100% |
|
JD
|
京东 |
— |
— |
— |
清仓 |
-100% |
|
VIPS
|
唯品会 |
— |
— |
— |
清仓 |
-100% |
|
LI
|
理想汽车 |
— |
— |
— |
清仓 |
-100% |
|
ZTO
|
中通快递 |
— |
— |
— |
清仓 |
-100% |
|
BZ
|
BOSS直聘 |
— |
— |
— |
清仓 |
-100% |
|
MSCI
|
MSCI明晟 |
— |
— |
— |
清仓 |
-100% |
|
LSB
|
LAKESHORE BIOPHARMA CO LTD |
— |
— |
— |
清仓 |
-100% |