HHLR ADVISORS, LTD.
Institutional investor · Portfolio as of Q4 2020
Top Holdings95 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PDD HOLDINGS INC | 10.2M | $1.8B | 14.5% | $34.04 | +426.10% | 9 qtrssince 2018-Q4 | Increased 62 |
BEIGENE LTD-ADR | 5.5M | $1.4B | 11.2% | $134.02 | +90.27% | 9 qtrssince 2018-Q4 | Unchanged 0 |
JD.COM INC-ADR | 13.6M | $1.2B | 9.5% | $44.76 | +81.47% | 9 qtrssince 2018-Q4 | Decreased 0 |
ZOOM COMMUNICATIONS INC | 3M | $1B | 8.0% | $84.35 | +318.95% | 5 qtrssince 2019-Q4 | Decreased 0 |
IQIYI INC | 38.6M | $675.6M | 5.4% | $18.39 | -4.63% | 9 qtrssince 2018-Q4 | Decreased 0 |
UBER TECHNOLOGIES INC | 11.7M | $596.6M | 4.7% | $29.72 | +78.84% | 6 qtrssince 2019-Q3 | Decreased 0 |
ENSTAR GROUP LIMITED | 1.7M | $358.1M | 2.8% | — | — | 8 qtrssince 2019-Q1 | Unchanged 0 |
CHINA BIOLOGIC PRODS HLDGS I | 3M | $349.9M | 2.8% | — | — | 9 qtrssince 2018-Q4 | Unchanged 0 |
BILIBILI INC-SPONSORED ADR | 4M | $345.9M | 2.7% | $15.50 | +508.84% | 9 qtrssince 2018-Q4 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 4.7M | $335M | 2.7% | $23.99 | +192.03% | 7 qtrssince 2019-Q2 | Unchanged 0 |
KE HOLDINGS INC-ADR | 5M | $307.7M | 2.4% | $62.04 | -2.76% | 2 qtrssince 2020-Q3 | Unchanged 0 |
GDS Holdings Ltd. Sponsored ADR Class A | 3.1M | $294.4M | 2.3% | $80.16 | +17.32% | 3 qtrssince 2020-Q2 | Unchanged 0 |
TAL ED GROUP | 4.1M | $290M | 2.3% | $32.60 | -64.26% | 9 qtrssince 2018-Q4 | Decreased 0 |
APELLIS PHARMACEUTICALS INC | 5M | $287.6M | 2.3% | $19.43 | +194.10% | 9 qtrssince 2018-Q4 | Unchanged 0 |
BEAM THERAPEUTICS INC | 3M | $242.2M | 1.9% | $18.00 | +358.44% | 4 qtrssince 2020-Q1 | Unchanged 0 |
SALESFORCE.COM INC | 1.1M | $238.6M | 1.9% | $183.64 | +19.66% | 4 qtrssince 2020-Q1 | Increased 53 |
Kodiak Sciences, Inc. | 1.2M | $170M | 1.4% | $151.33 | 0.00% | 1 qtr | New 69 |
Kyntra Bio, Inc. | 4M | $146.7M | 1.2% | — | — | — | — |
BLUEPRINT MEDICINES CORP | 1.3M | $142.5M | 1.1% | — | — | 9 qtrssince 2018-Q4 | Decreased 0 |
ARGENX SE - ADR | 470,000 | $138.2M | 1.1% | $216.75 | +37.31% | 5 qtrssince 2019-Q4 | Unchanged 0 |
HHLR ADVISORS, LTD. manages $12.6B across 95 positions as of Q4 2020. Top holdings: PDD (14.5%), ONC (11.2%), JD (9.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 19 new positions, 13 exits, 9 increased. Top move: KOD (NEW, conviction 69). Portfolio: $12.6B across 95 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