HHLR ADVISORS, LTD.HHLR ADVISORS, LTD.

Institutional investor · Portfolio as of Q1 2022

Top Holdings64 positions

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Activity:
ONCONC
ADR

BEONE MEDICINES LTD

5.5M$1B21.5%$136.90+37.77%
14 qtrssince 2018-Q4
Unchanged
0
JDJD
ADR

JD.COM INC

8.4M$488.1M10.2%$52.16+6.98%
14 qtrssince 2018-Q4
Increased
92

Doordash Inc Cl A

3.9M$454.9M9.5%$126.42-6.48%
6 qtrssince 2020-Q4
Increased
98

Salesforce Inc

2.1M$449.9M9.4%$210.79-1.16%
9 qtrssince 2020-Q1
Increased
67
LEGNLEGN
ADR

LEGEND BIOTECH CORP

6.9M$252.1M5.3%$47.04-21.44%
8 qtrssince 2020-Q2
Decreased
0

ON HLDG AG

9.3M$234.7M4.9%$30.90-15.11%
3 qtrssince 2021-Q3
Decreased
0
VIPSVIPS
ADR

VIPSHOP HLDGS LTD

22.2M$199.4M4.2%$12.35-34.26%
5 qtrssince 2021-Q1
Increased
90
IQIQ
ADR

IQIYI INC

38.6M$175.5M3.7%$18.39-72.60%
14 qtrssince 2018-Q4
Unchanged
0
SESE
ADR

Sea Ltd

1.5M$174.1M3.6%$229.21-46.15%
3 qtrssince 2021-Q3
Increased
65

Mondelez Intl Inc Cl A

1.9M$116.9M2.4%$33.70+68.69%
14 qtrssince 2018-Q4
Unchanged
0
NBPNBP
ADR

I MAB

7.2M$116.6M2.4%$47.24-59.88%
7 qtrssince 2020-Q3
Unchanged
0

CYTEK BIOSCIENCES INC

8.8M$94.4M2.0%$21.41-49.65%
3 qtrssince 2021-Q3
Unchanged
0

DIDI GLOBAL INC

36.8M$92.1M1.9%$2.94+12.24%
1 qtr
New
68
LILI
ADR

LI AUTO INC

2.5M$64.4M1.3%$30.61-11.36%
3 qtrssince 2021-Q3
Decreased
0

GOSSAMER BIO INC

7.4M$64.4M1.3%$1,330.85-47.82%
13 qtrssince 2019-Q1
Unchanged
0
BEKEBEKE
ADR

KE HLDGS INC

5.2M$64.1M1.3%$55.39-79.27%
7 qtrssince 2020-Q3
Increased
48
YMMYMM
ADR

FULL TRUCK ALLIANCE CO LTD

9.6M$64M1.3%$6.300.00%
1 qtr
New
67

PLAYTIKA HOLDING CORP

3.3M$63.4M1.3%$23.03-27.53%
5 qtrssince 2021-Q1
Unchanged
0
ENFNENFNDelisted

ENFUSION INC

5M$63.3M1.3%——
2 qtrssince 2021-Q4
Unchanged
0

Coupang Inc Cl A

3.4M$59.2M1.2%$25.70-27.20%
3 qtrssince 2021-Q3
Increased
61
$4.8B
AUM
64
Positions
Q1 2022
Filing
HI score · 2.0/5
Quarterly 13F Value Change
-5%Q4'20$12.6B-20%Q1'21$10.1B-4%Q2'21$9.7B-21%Q3'21$7.6B-15%Q4'21$6.5B-26%Q1'22$4.8B
Activity profile
$ moved · Q1'22
New8%Increased35%Decreased39%Exited17%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.6 years
<1Q5%1-4Q27%1-2Y38%2Y+31%

HHLR ADVISORS, LTD. manages $4.8B across 64 positions as of Q1 2022. Top holdings: ONC (21.5%), JD (10.2%), DASH (9.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.

Q1 2022 Summary

Active quarter - 5 new positions, 17 exits, 8 increased. Top move: DASH (INCREASED, conviction 98). Portfolio: $4.8B across 64 positions.

Top holdings by portfolio weight

Total AUM$5B
ONC21.55%
JD10.19%
DASH9.50%
CRM9.39%
LEGN5.26%
ONON4.90%
VIPS4.16%
IQ3.66%
SE3.63%
MDLZ2.44%
Other2.44%

Portfolio allocation by GICS sector

Sectors9
Healthcare36.93%
Consumer Cyclical35.77%
Technology15.18%
Communication Services5.30%
Consumer Defensive3.03%
Unknown2.15%
Real Estate1.34%
Financial Services0.20%
Industrials0.10%

Behavioral investing profile

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Balanced Allocator- primarily Healthcare, Consumer Cyclical, Technology
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Below Average(2.0 / 5.0)
Holdings P&L23
Conviction41
Concentration100
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Position Outcomes

Best and worst performing positions by estimated return

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

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.

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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