HHLR ADVISORS, LTD.
Institutional investor · Portfolio as of Q2 2023
Top Holdings60 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BEIGENE LTD-ADR | 5.2M | $923M | 19.7% | $134.02 | +33.25% | 19 qtrssince 2018-Q4 | Decreased 0 |
PDD HOLDINGS INC | 8.2M | $565M | 12.0% | $74.21 | -7.15% | 5 qtrssince 2022-Q2 | Decreased 0 |
KE HOLDINGS INC-ADR | 35.8M | $532M | 11.3% | $21.97 | -35.65% | 12 qtrssince 2020-Q3 | Increased 70 |
Legend Biotech Corp. Sponsored ADR | 6.4M | $444.3M | 9.5% | $50.98 | +37.69% | 13 qtrssince 2020-Q2 | Increased 75 |
ALIBABA GROUP HOLDING-SP ADR | 3.3M | $271.9M | 5.8% | $96.55 | -18.76% | 5 qtrssince 2022-Q2 | Decreased 0 |
MICROSOFT CORP | 759,300 | $258.6M | 5.5% | $302.12 | +8.82% | 5 qtrssince 2022-Q2 | Increased 96 |
SALESFORCE.COM INC | 1.1M | $226.6M | 4.8% | $206.97 | +0.45% | 14 qtrssince 2020-Q1 | Decreased 0 |
DOORDASH INC - A | 2.7M | $203.8M | 4.3% | $116.24 | -35.09% | 11 qtrssince 2020-Q4 | Decreased 0 |
H WORLD GROUP LTD | 3.8M | $147.9M | 3.1% | $42.46 | -18.70% | 13 qtrssince 2020-Q2 | Increased 63 |
TAKE-TWO INTERACTIVE SOFTWRE | 783,000 | $115.2M | 2.5% | $145.47 | 0.00% | 1 qtr | New 78 |
JD.COM INC-ADR | 2.7M | $92.3M | 2.0% | $49.93 | -35.67% | 19 qtrssince 2018-Q4 | Increased 53 |
DAQO NEW ENERGY CORP | 2M | $80.9M | 1.7% | $64.26 | -40.50% | 6 qtrssince 2022-Q1 | Unchanged 0 |
BAIDU INC - SPON ADR | 553,353 | $75.8M | 1.6% | $148.69 | -9.50% | 2 qtrssince 2023-Q1 | Increased 61 |
ON HLDG AG | 2.1M | $69.8M | 1.5% | $30.90 | +2.30% | 8 qtrssince 2021-Q3 | Decreased 0 |
ZTO EXPRESS CAYMAN INC | 2.5M | $62.6M | 1.3% | $24.06 | -1.91% | 2 qtrssince 2023-Q1 | Increased 75 |
CYTEK BIOSCIENCES INC | 6.7M | $56.9M | 1.2% | $20.96 | -60.83% | 8 qtrssince 2021-Q3 | Decreased 0 |
ENFUSION INC | 5M | $55.8M | 1.2% | — | — | 7 qtrssince 2021-Q4 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 3M | $51.5M | 1.1% | $28.25 | -39.87% | 17 qtrssince 2019-Q2 | Decreased 0 |
COUPANG INC | 2.8M | $49M | 1.0% | $25.60 | -32.59% | 8 qtrssince 2021-Q3 | Decreased 0 |
MONDELEZ INTERNATIONAL INC-A | 523,788 | $38.2M | 0.8% | $33.70 | +100.00% | 19 qtrssince 2018-Q4 | Decreased 0 |
HHLR ADVISORS, LTD. manages $4.7B across 60 positions as of Q2 2023. Top holdings: ONC (19.7%), PDD (12.0%), BEKE (11.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 10 new positions, 20 exits, 10 increased. Top move: MSFT (INCREASED, conviction 96). Portfolio: $4.7B across 60 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