HHLR ADVISORS, LTD.
Institutional investor · Portfolio as of Q2 2020
Top Holdings74 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ZOOM COMMUNICATIONS INC | 6.9M | $1.7B | 15.9% | $84.35 | +194.67% | 3 qtrssince 2019-Q4 | Increased 69 |
IQIYI INC | 46.7M | $1.1B | 9.9% | $18.39 | +26.47% | 7 qtrssince 2018-Q4 | Unchanged 0 |
BEIGENE LTD-ADR | 5.5M | $1B | 9.4% | $134.02 | +41.17% | 7 qtrssince 2018-Q4 | Unchanged 0 |
ALIBABA GROUP HOLDING-SP ADR | 3.9M | $847.7M | 7.7% | $170.74 | +18.88% | 7 qtrssince 2018-Q4 | Increased 99 |
PDD HOLDINGS INC | 9.9M | $846.7M | 7.7% | $32.32 | +170.66% | 7 qtrssince 2018-Q4 | Increased 70 |
UBER TECHNOLOGIES INC | 19.3M | $598.6M | 5.5% | $29.72 | -0.30% | 4 qtrssince 2019-Q3 | Unchanged 0 |
TAL ED GROUP | 7.9M | $540.6M | 4.9% | $32.60 | +106.90% | 7 qtrssince 2018-Q4 | Increased 61 |
JD.COM INC-ADR | 7.8M | $470M | 4.3% | $20.17 | +168.03% | 7 qtrssince 2018-Q4 | Decreased 0 |
BILIBILI INC-SPONSORED ADR | 9.1M | $421.6M | 3.9% | $15.50 | +193.61% | 7 qtrssince 2018-Q4 | Decreased 0 |
CHINA BIOLOGIC PRODS HLDGS I | 3M | $302.7M | 2.8% | — | — | 7 qtrssince 2018-Q4 | Increased 57 |
ENSTAR GROUP LIMITED | 1.7M | $267M | 2.4% | — | — | 6 qtrssince 2019-Q1 | Unchanged 0 |
ALIGN TECHNOLOGY INC | 790,365 | $216.9M | 2.0% | $209.25 | +27.35% | 4 qtrssince 2019-Q3 | Decreased 0 |
APELLIS PHARMACEUTICALS INC | 5M | $164.2M | 1.5% | $19.43 | +58.40% | 7 qtrssince 2018-Q4 | Unchanged 0 |
Kyntra Bio, Inc. | 4M | $160.3M | 1.5% | — | — | — | — |
BRIDGEBIO PHARMA INC | 4.7M | $153.6M | 1.4% | $23.99 | +35.83% | 5 qtrssince 2019-Q2 | Unchanged 0 |
TESLA INC | 130,378 | $140.8M | 1.3% | $33.48 | +100.99% | 2 qtrssince 2020-Q1 | Unchanged 0 |
SALESFORCE.COM INC | 709,495 | $132.9M | 1.2% | $155.46 | +16.51% | 2 qtrssince 2020-Q1 | Increased 60 |
ZTO EXPRESS CAYMAN INC | 3.4M | $126M | 1.2% | $23.13 | +45.48% | 2 qtrssince 2020-Q1 | Unchanged 0 |
MONDELEZ INTERNATIONAL INC-A | 2.4M | $124.3M | 1.1% | $33.70 | +30.92% | 7 qtrssince 2018-Q4 | Decreased 0 |
VIELA BIO INC | 2.8M | $122M | 1.1% | — | — | 3 qtrssince 2019-Q4 | Decreased 0 |
HHLR ADVISORS, LTD. manages $10.9B across 74 positions as of Q2 2020. Top holdings: ZM (15.9%), IQ (9.9%), ONC (9.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 18 new positions, 4 exits, 11 increased. Top move: BABA (INCREASED, conviction 99). Portfolio: $10.9B across 74 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