HHLR ADVISORS, LTD.
Institutional investor · Portfolio as of Q1 2023
Top Holdings70 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BEIGENE LTD-ADR | 5.5M | $1.2B | 20.9% | $134.02 | +62.81% | 18 qtrssince 2018-Q4 | Unchanged 0 |
PDD HOLDINGS INC | 10.6M | $807.8M | 14.3% | $74.21 | +3.01% | 4 qtrssince 2022-Q2 | Increased 99 |
KE HOLDINGS INC-ADR | 31.2M | $588.4M | 10.4% | $23.13 | -23.07% | 11 qtrssince 2020-Q3 | Increased 84 |
ALIBABA GROUP HOLDING-SP ADR | 3.8M | $386.8M | 6.9% | $96.55 | -0.41% | 4 qtrssince 2022-Q2 | Increased 72 |
SALESFORCE.COM INC | 1.7M | $345.9M | 6.1% | $206.97 | -6.15% | 13 qtrssince 2020-Q1 | Unchanged 0 |
DOORDASH INC - A | 4.5M | $282.9M | 5.0% | $116.24 | -46.85% | 10 qtrssince 2020-Q4 | Decreased 0 |
FREEPORT-MCMORAN INC | 6.3M | $256.7M | 4.6% | $36.33 | +88.22% | 2 qtrssince 2022-Q4 | Unchanged 0 |
Legend Biotech Corp. Sponsored ADR | 5.1M | $247.4M | 4.4% | $46.09 | +4.14% | 12 qtrssince 2020-Q2 | Decreased 0 |
H WORLD GROUP LTD | 3.4M | $164.5M | 2.9% | $43.54 | +1.10% | 12 qtrssince 2020-Q2 | Increased 84 |
JD.COM INC-ADR | 2.4M | $105.2M | 1.9% | $52.21 | -20.88% | 18 qtrssince 2018-Q4 | Decreased 0 |
ON HLDG AG | 3.3M | $102.1M | 1.8% | $30.90 | -0.26% | 7 qtrssince 2021-Q3 | Decreased 0 |
DAQO NEW ENERGY CORP | 2M | $95.4M | 1.7% | $64.26 | -27.39% | 5 qtrssince 2022-Q1 | Decreased 0 |
MONDELEZ INTERNATIONAL INC-A | 1.1M | $74.7M | 1.3% | $33.70 | +91.51% | 18 qtrssince 2018-Q4 | Unchanged 0 |
MICROSOFT CORP | 256,900 | $74.1M | 1.3% | $250.02 | +11.23% | 4 qtrssince 2022-Q2 | Increased 64 |
CYTEK BIOSCIENCES INC | 7.7M | $70.8M | 1.3% | $20.96 | -57.49% | 7 qtrssince 2021-Q3 | Decreased 0 |
BRIDGEBIO PHARMA INC | 4M | $66M | 1.2% | $28.25 | -39.30% | 16 qtrssince 2019-Q2 | Decreased 0 |
BAIDU INC - SPON ADR | 405,900 | $61.3M | 1.1% | $153.82 | 0.00% | 1 qtr | New 67 |
ENFUSION INC | 5M | $52.2M | 0.9% | — | — | 6 qtrssince 2021-Q4 | Unchanged 0 |
COUPANG INC | 3.2M | $51.9M | 0.9% | $25.60 | -38.68% | 7 qtrssince 2021-Q3 | Decreased 0 |
Yatsen Holding Limited | 34.9M | $51.7M | 0.9% | — | — | — | — |
HHLR ADVISORS, LTD. manages $5.6B across 70 positions as of Q1 2023. Top holdings: ONC (20.9%), PDD (14.3%), BEKE (10.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 14 new positions, 11 exits, 9 increased. Top move: PDD (INCREASED, conviction 99). Portfolio: $5.6B across 70 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.
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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