HHLR ADVISORS, LTD.HHLR ADVISORS, LTD.

Institutional investor · Portfolio as of Q2 2022

Top Holdings64 positions

Checking export access…
Activity:
ONCONC
ADR

BEIGENE LTD

5.5M$885.7M19.0%$136.90+18.23%
15 qtrssince 2018-Q4
Unchanged
0
JDJD
ADR

JD.COM INC

8.5M$544.9M11.7%$52.21+15.55%
15 qtrssince 2018-Q4
Increased
61

SALESFORCE COM INC

2.3M$383.9M8.2%$209.45-19.52%
10 qtrssince 2020-Q1
Increased
66

DOORDASH INC

4.7M$301M6.5%$116.24-42.00%
7 qtrssince 2020-Q4
Increased
72
SESE
ADR

SEA LTD

4.4M$291.3M6.2%$122.37-43.70%
4 qtrssince 2021-Q3
Increased
97
VIPSVIPS
ADR

VIPSHOP HOLDINGS LIMITED

25.1M$248.4M5.3%$11.95-25.32%
6 qtrssince 2021-Q1
Increased
68
LEGNLEGN
ADR

LEGEND BIOTECH CORP

4.4M$244M5.2%$47.04+15.74%
9 qtrssince 2020-Q2
Decreased
0
BABABABA
ADR

ALIBABA GROUP HLDG LTD

1.9M$215M4.6%$106.980.00%
1 qtr
New
85
BEKEBEKE
ADR

KE HLDGS INC

9.3M$166.1M3.6%$38.36-56.57%
8 qtrssince 2020-Q3
Increased
85
DQDQ
ADR

DAQO NEW ENERGY CORP

1.9M$134.6M2.9%$65.89+1.94%
2 qtrssince 2022-Q1
Increased
84

MONDELEZ INTL INC

1.9M$115.6M2.5%$33.70+67.77%
15 qtrssince 2018-Q4
Unchanged
0

ON HLDG AG

6.2M$109.7M2.4%$30.90-42.46%
4 qtrssince 2021-Q3
Decreased
0

CYTEK BIOSCIENCES INC

8.8M$94M2.0%$21.41-49.88%
4 qtrssince 2021-Q3
Unchanged
0
PDDPDD
ADR

PINDUODUO INC

1.4M$86.5M1.9%$61.800.00%
1 qtr
New
68
NBPNBP
ADR

I MAB

7.2M$81.2M1.7%$47.24-76.97%
8 qtrssince 2020-Q3
Unchanged
0
JKSJKS
ADR

JINKOSOLAR HLDG CO LTD

1.1M$78.9M1.7%$53.440.00%
1 qtr
New
68
IQIQ
ADR

IQIYI INC

15.4M$64.7M1.4%$18.39-75.91%
15 qtrssince 2018-Q4
Decreased
0
YSYSG
ADR

YATSEN HLDG LTD

40.5M$62.7M1.3%$10.59-33.91%
7 qtrssince 2020-Q4
Unchanged
0

GOSSAMER BIO INC

7.4M$62.1M1.3%$1,330.85-49.69%
14 qtrssince 2019-Q1
Unchanged
0
ENFNENFNDelisted

ENFUSION INC

5M$50.8M1.1%——
3 qtrssince 2021-Q4
Unchanged
0
$4.7B
AUM
64
Positions
Q2 2022
Filing
HI score · 2.5/5
Quarterly 13F Value Change
-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-3%Q2'22$4.7B
Activity profile
$ moved · Q2'22
New27%Increased40%Decreased18%Exited15%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.8 years
<1Q11%1-4Q17%1-2Y30%2Y+42%

HHLR ADVISORS, LTD. manages $4.7B across 64 positions as of Q2 2022. Top holdings: ONC (19.0%), JD (11.7%), CRM (8.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.

Q2 2022 Summary

Active quarter - 13 new positions, 13 exits, 8 increased. Top move: SE (INCREASED, conviction 97). Portfolio: $4.7B across 64 positions.

Top holdings by portfolio weight

Total AUM$5B
ONC18.98%
JD11.68%
CRM8.23%
DASH6.45%
SE6.24%
VIPS5.32%
LEGN5.23%
BABA4.61%
BEKE3.56%
DQ2.89%
Other2.48%

Portfolio allocation by GICS sector

Sectors8
Consumer Cyclical40.39%
Healthcare31.74%
Technology15.22%
Consumer Defensive3.94%
Real Estate3.56%
Communication Services3.24%
Unknown1.73%
Financial Services0.19%

Behavioral investing profile

Checking access…
Balanced Allocator- primarily Consumer Cyclical, Healthcare, Technology
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Solid(2.5 / 5.0)
Holdings P&L26
Conviction41
Concentration100
Checking access…

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used