HHLR ADVISORS, LTD.
Institutional investor · Portfolio as of Q1 2020
Top Holdings60 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ZOOM COMMUNICATIONS INC | 6.2M | $905.1M | 12.2% | $66.79 | +125.90% | 2 qtrssince 2019-Q4 | Decreased 0 |
IQIYI INC | 46.7M | $831.2M | 11.2% | $18.39 | +1.46% | 6 qtrssince 2018-Q4 | Unchanged 0 |
BEIGENE LTD-ADR | 5.5M | $673.7M | 9.1% | $134.02 | -6.44% | 6 qtrssince 2018-Q4 | Unchanged 0 |
UBER TECHNOLOGIES INC | 19.3M | $537.8M | 7.2% | $29.72 | -6.36% | 3 qtrssince 2019-Q3 | Increased 74 |
JD.COM INC-ADR | 11.9M | $482.2M | 6.5% | $20.17 | +81.71% | 6 qtrssince 2018-Q4 | Unchanged 0 |
TAL ED GROUP | 7.5M | $399.7M | 5.4% | $30.74 | +69.18% | 6 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 2M | $385M | 5.2% | $138.98 | +31.69% | 6 qtrssince 2018-Q4 | Unchanged 0 |
PDD HOLDINGS INC | 8.7M | $314.5M | 4.2% | $25.15 | +41.67% | 6 qtrssince 2018-Q4 | Unchanged 0 |
CHINA BIOLOGIC PRODS HLDGS I | 2.8M | $296.9M | 4.0% | — | — | 6 qtrssince 2018-Q4 | Unchanged 0 |
ENSTAR GROUP LIMITED | 1.7M | $278M | 3.7% | — | — | 5 qtrssince 2019-Q1 | Unchanged 0 |
BILIBILI INC-SPONSORED ADR | 10.2M | $239.2M | 3.2% | $15.50 | +48.16% | 6 qtrssince 2018-Q4 | Unchanged 0 |
ALIGN TECHNOLOGY INC | 1.1M | $185.5M | 2.5% | $209.25 | -14.02% | 3 qtrssince 2019-Q3 | Decreased 0 |
VIELA BIO INC | 4.6M | $174.5M | 2.4% | — | — | 2 qtrssince 2019-Q4 | Unchanged 0 |
Kyntra Bio, Inc. | 4M | $137.5M | 1.9% | — | — | — | — |
BRIDGEBIO PHARMA INC | 4.7M | $136.6M | 1.8% | $23.99 | +11.15% | 4 qtrssince 2019-Q2 | Increased 51 |
APELLIS PHARMACEUTICALS INC | 5M | $134.7M | 1.8% | $19.43 | +47.64% | 6 qtrssince 2018-Q4 | Increased 51 |
MONDELEZ INTERNATIONAL INC-A | 2.5M | $127.5M | 1.7% | $33.70 | +31.57% | 6 qtrssince 2018-Q4 | Unchanged 0 |
VIPSHOP HLDGS LTD | 7M | $109.8M | 1.5% | $14.08 | 0.00% | 1 qtr | New 69 |
BLUEPRINT MEDICINES CORP | 1.6M | $94.3M | 1.3% | — | — | 6 qtrssince 2018-Q4 | Increased 51 |
ZTO EXPRESS CAYMAN INC | 3.4M | $90.9M | 1.2% | $23.13 | 0.00% | 1 qtr | New 68 |
HHLR ADVISORS, LTD. manages $7.4B across 60 positions as of Q1 2020. Top holdings: ZM (12.2%), IQ (11.2%), ONC (9.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 9 new positions, 3 exits, 5 increased. Top move: UBER (INCREASED, conviction 74). Portfolio: $7.4B across 60 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
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer