HHLR ADVISORS, LTD.
Institutional investor · Portfolio as of Q1 2019
Top Holdings30 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BEIGENE LTD-ADR | 4.4M | $585.8M | 16.3% | $136.92 | -3.59% | 2 qtrssince 2018-Q4 | Unchanged 0 |
JD.COM INC-ADR | 15M | $453.5M | 12.6% | $19.70 | +38.88% | 2 qtrssince 2018-Q4 | Unchanged 0 |
TAL ED GROUP | 11.4M | $411.7M | 11.5% | $29.99 | +20.32% | 2 qtrssince 2018-Q4 | Increased 86 |
IQIYI INC | 12.6M | $300.4M | 8.4% | $23.15 | +3.33% | 2 qtrssince 2018-Q4 | Increased 98 |
ALIBABA GROUP HOLDING-SP ADR | 1.4M | $257.6M | 7.2% | $128.99 | +33.11% | 2 qtrssince 2018-Q4 | Unchanged 0 |
CHINA BIOLOGIC PRODS HLDGS I | 2.8M | $251M | 7.0% | — | — | 2 qtrssince 2018-Q4 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 1.2M | $196.6M | 5.5% | $165.53 | 0.00% | 1 qtr | New 95 |
MONDELEZ INTERNATIONAL INC-A | 3M | $150.5M | 4.2% | $33.70 | +25.79% | 2 qtrssince 2018-Q4 | Decreased 0 |
BLUEPRINT MEDICINES CORP | 1.5M | $120M | 3.3% | — | — | 2 qtrssince 2018-Q4 | Increased 59 |
Kyntra Bio, Inc. | 2M | $108.9M | 3.0% | — | — | — | — |
SEA LTD-ADR | 4.3M | $101.1M | 2.8% | $23.52 | 0.00% | 1 qtr | New 78 |
MELCO RESORTS ENTERT ADR | 4.4M | $99.3M | 2.8% | $21.86 | +0.14% | 2 qtrssince 2018-Q4 | Increased 84 |
ENSTAR GROUP LIMITED | 543,487 | $94.6M | 2.6% | — | — | 1 qtr | New 78 |
PDD HOLDINGS INC | 3.1M | $77.7M | 2.2% | $23.29 | +6.50% | 2 qtrssince 2018-Q4 | Increased 79 |
BILIBILI INC-SPONSORED ADR | 3.5M | $65.4M | 1.8% | $16.06 | +17.99% | 2 qtrssince 2018-Q4 | Increased 68 |
MYOKARDIA INC | 975,987 | $50.7M | 1.4% | — | — | 2 qtrssince 2018-Q4 | Increased 53 |
APELLIS PHARMACEUTICALS INC | 2.6M | $50.3M | 1.4% | $14.10 | +38.32% | 2 qtrssince 2018-Q4 | Increased 54 |
LINE CORP | 1.2M | $42.5M | 1.2% | — | — | 2 qtrssince 2018-Q4 | Unchanged 0 |
BRIGHT SCHOLAR ED HLDGS LTD | 4M | $41.2M | 1.1% | — | — | — | — |
Kiniksa Pharmaceuticals Interna | 1.8M | $33.2M | 0.9% | $23.21 | -22.20% | 2 qtrssince 2018-Q4 | Increased 53 |
HHLR ADVISORS, LTD. manages $3.6B across 30 positions as of Q1 2019. Top holdings: ONC (16.3%), JD (12.6%), TAL (11.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 5 new positions, 7 exits, 9 increased. Top move: IQ (INCREASED, conviction 98). Portfolio: $3.6B across 30 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer