HHLR ADVISORS, LTD.
Institutional investor · Portfolio as of Q4 2019
Top Holdings54 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
IQIYI INC | 46.7M | $985.7M | 12.3% | $18.39 | +15.65% | 5 qtrssince 2018-Q4 | Decreased 0 |
BEIGENE LTD-ADR | 5.5M | $907.1M | 11.3% | $134.02 | +24.16% | 5 qtrssince 2018-Q4 | Unchanged 0 |
ALIGN TECHNOLOGY INC | 2.4M | $656.7M | 8.2% | $209.25 | +31.72% | 2 qtrssince 2019-Q3 | Increased 85 |
TAL ED GROUP | 11.5M | $552.6M | 6.9% | $30.74 | +57.21% | 5 qtrssince 2018-Q4 | Decreased 0 |
ZOOM COMMUNICATIONS INC | 6.9M | $470.6M | 5.9% | $66.79 | 0.00% | 1 qtr | New 97 |
UBER TECHNOLOGIES INC | 15.5M | $461M | 5.7% | $30.18 | -1.45% | 2 qtrssince 2019-Q3 | Increased 75 |
ALIBABA GROUP HOLDING-SP ADR | 2M | $419.9M | 5.2% | $141.08 | +43.33% | 5 qtrssince 2018-Q4 | Decreased 0 |
JD.COM INC-ADR | 11.9M | $419.4M | 5.2% | $20.17 | +59.25% | 5 qtrssince 2018-Q4 | Decreased 0 |
ENSTAR GROUP LIMITED | 1.7M | $361.6M | 4.5% | — | — | 4 qtrssince 2019-Q1 | Unchanged 0 |
PDD HOLDINGS INC | 8.7M | $330.1M | 4.1% | $25.15 | +51.69% | 5 qtrssince 2018-Q4 | Decreased 0 |
CHINA BIOLOGIC PRODS HLDGS I | 2.8M | $320.2M | 4.0% | — | — | 5 qtrssince 2018-Q4 | Unchanged 0 |
BILIBILI INC-SPONSORED ADR | 10.2M | $190.2M | 2.4% | $15.50 | +19.06% | 5 qtrssince 2018-Q4 | Decreased 0 |
SEA LTD-ADR | 4.3M | $172.9M | 2.2% | $27.94 | +40.34% | 4 qtrssince 2019-Q1 | Decreased 0 |
Kyntra Bio, Inc. | 4M | $169.7M | 2.1% | — | — | — | — |
BRIDGEBIO PHARMA INC | 4.4M | $153.8M | 1.9% | $23.80 | +48.93% | 3 qtrssince 2019-Q2 | Unchanged 0 |
APELLIS PHARMACEUTICALS INC | 4.7M | $143.2M | 1.8% | $18.73 | +57.53% | 5 qtrssince 2018-Q4 | Unchanged 0 |
MONDELEZ INTERNATIONAL INC-A | 2.5M | $140.3M | 1.7% | $33.70 | +40.68% | 5 qtrssince 2018-Q4 | Unchanged 0 |
VIELA BIO INC | 4.6M | $124.7M | 1.6% | — | — | 1 qtr | New 69 |
BLUEPRINT MEDICINES CORP | 1.5M | $120.5M | 1.5% | — | — | 5 qtrssince 2018-Q4 | Increased 47 |
GOSSAMER BIO INC | 5.9M | $92.4M | 1.2% | $17.90 | -14.25% | 4 qtrssince 2019-Q1 | Unchanged 0 |
HHLR ADVISORS, LTD. manages $8B across 54 positions as of Q4 2019. Top holdings: IQ (12.3%), ONC (11.3%), ALGN (8.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 6 new positions, 16 exits, 6 increased. Top move: ZM (NEW, conviction 97). Portfolio: $8.0B across 54 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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