HHLR ADVISORS, LTD.
Institutional investor · Portfolio as of Q1 2024
Top Holdings63 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PDD HOLDINGS INC | 11.8M | $1.4B | 29.8% | $97.08 | +19.75% | 8 qtrssince 2022-Q2 | Increased 72 |
BEIGENE LTD-ADR | 5.2M | $809.6M | 17.6% | $134.02 | +16.69% | 22 qtrssince 2018-Q4 | Unchanged 0 |
KE HOLDINGS INC-ADR | 29.2M | $400.7M | 8.7% | $21.97 | -40.29% | 15 qtrssince 2020-Q3 | Decreased 0 |
Legend Biotech Corp. Sponsored ADR | 6M | $335.7M | 7.3% | $50.98 | +10.01% | 16 qtrssince 2020-Q2 | Unchanged 0 |
MICROSOFT CORP | 692,100 | $291.2M | 6.3% | $302.56 | +37.26% | 8 qtrssince 2022-Q2 | Decreased 0 |
ADVANCED MICRO DEVICES | 912,400 | $164.7M | 3.6% | $180.49 | +180.35% | 1 qtr | New 84 |
AMAZON.COM INC | 822,900 | $148.4M | 3.2% | $127.55 | +41.42% | 8 qtrssince 2022-Q2 | Increased 56 |
SALESFORCE.COM INC | 462,137 | $139.2M | 3.0% | $206.97 | +43.96% | 17 qtrssince 2020-Q1 | Decreased 0 |
DANAHER CORP | 471,100 | $117.6M | 2.6% | $225.13 | +9.87% | 4 qtrssince 2023-Q2 | Unchanged 0 |
TAKE-TWO INTERACTIVE SOFTWRE | 783,000 | $116.3M | 2.5% | $145.47 | +69.76% | 4 qtrssince 2023-Q2 | Unchanged 0 |
DOORDASH INC - A | 583,463 | $80.4M | 1.7% | $116.24 | +18.48% | 14 qtrssince 2020-Q4 | Decreased 0 |
ARRIVENT BIOPHARMA INC | 3.9M | $70.2M | 1.5% | $17.86 | 0.00% | 1 qtr | New 68 |
Kiniksa Pharmaceuticals Interna | 3.1M | $61.9M | 1.3% | $19.73 | +289.00% | 1 qtr | New 67 |
MOODY'S CORP | 155,846 | $61.3M | 1.3% | $381.99 | +0.86% | 2 qtrssince 2023-Q4 | Unchanged 0 |
ENFUSION INC | 5M | $46M | 1.0% | — | — | 10 qtrssince 2021-Q4 | Unchanged 0 |
CYTEK BIOSCIENCES INC | 6.7M | $44.7M | 1.0% | $20.96 | -67.99% | 11 qtrssince 2021-Q3 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 1.4M | $42.3M | 0.9% | $28.25 | +9.43% | 20 qtrssince 2019-Q2 | Decreased 0 |
H WORLD GROUP LTD | 935,920 | $36.2M | 0.8% | $42.46 | -15.47% | 16 qtrssince 2020-Q2 | Unchanged 0 |
COUPANG INC | 1.1M | $19.1M | 0.4% | $25.60 | -30.52% | 11 qtrssince 2021-Q3 | Decreased 0 |
BAIDU INC - SPON ADR | 150,600 | $15.9M | 0.3% | $148.69 | -29.19% | 5 qtrssince 2023-Q1 | Decreased 0 |
HHLR ADVISORS, LTD. manages $4.6B across 63 positions as of Q1 2024. Top holdings: PDD (29.8%), ONC (17.6%), BEKE (8.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 21 new positions, 7 exits, 2 increased. Top move: AMD (NEW, conviction 84). Portfolio: $4.6B across 63 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