HHLR ADVISORS, LTD.
Institutional investor · Portfolio as of Q4 2022
Top Holdings67 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BEIGENE LTD-ADR | 5.5M | $1.2B | 25.4% | $134.02 | +64.11% | 17 qtrssince 2018-Q4 | Unchanged 0 |
JD.COM INC-ADR | 6.6M | $371.8M | 7.8% | $52.21 | +0.02% | 17 qtrssince 2018-Q4 | Increased 63 |
KE HOLDINGS INC-ADR | 21M | $293.8M | 6.2% | $25.71 | -48.65% | 10 qtrssince 2020-Q3 | Increased 94 |
ALIBABA GROUP HOLDING-SP ADR | 3.1M | $275.1M | 5.8% | $98.77 | -15.30% | 3 qtrssince 2022-Q2 | Increased 79 |
VIPSHOP HLDGS LTD | 19M | $259M | 5.5% | $12.57 | +1.95% | 8 qtrssince 2021-Q1 | Decreased 0 |
Legend Biotech Corp. Sponsored ADR | 5.1M | $256.4M | 5.4% | $46.09 | +8.30% | 11 qtrssince 2020-Q2 | Unchanged 0 |
FREEPORT-MCMORAN INC | 6.3M | $238.4M | 5.0% | $36.33 | 0.00% | 1 qtr | New 95 |
PDD HOLDINGS INC | 2.9M | $236.8M | 5.0% | $68.26 | +19.47% | 3 qtrssince 2022-Q2 | Increased 76 |
SALESFORCE.COM INC | 1.7M | $229.5M | 4.8% | $206.97 | -36.70% | 12 qtrssince 2020-Q1 | Decreased 0 |
DOORDASH INC - A | 4.5M | $219.9M | 4.6% | $116.24 | -58.00% | 9 qtrssince 2020-Q4 | Decreased 0 |
ON HLDG AG | 5.5M | $93.8M | 2.0% | $30.90 | -44.47% | 6 qtrssince 2021-Q3 | Unchanged 0 |
CYTEK BIOSCIENCES INC | 8.7M | $88.7M | 1.9% | $20.96 | -51.29% | 6 qtrssince 2021-Q3 | Decreased 0 |
DAQO NEW ENERGY CORP | 2.1M | $81.1M | 1.7% | $64.26 | -39.91% | 4 qtrssince 2022-Q1 | Unchanged 0 |
MONDELEZ INTERNATIONAL INC-A | 1.1M | $71.4M | 1.5% | $33.70 | +82.46% | 17 qtrssince 2018-Q4 | Decreased 0 |
IQIYI INC | 12.2M | $64.5M | 1.4% | $18.39 | -71.18% | 17 qtrssince 2018-Q4 | Decreased 0 |
Yatsen Holding Limited | 34.9M | $51M | 1.1% | — | — | — | — |
COUPANG INC | 3.4M | $49.7M | 1.0% | $25.60 | -42.55% | 6 qtrssince 2021-Q3 | Unchanged 0 |
ENFUSION INC | 5M | $48.1M | 1.0% | — | — | 5 qtrssince 2021-Q4 | Unchanged 0 |
MICROSOFT CORP | 174,100 | $41.8M | 0.9% | $236.67 | -1.03% | 3 qtrssince 2022-Q2 | Increased 47 |
BRIDGEBIO PHARMA INC | 5.2M | $39.5M | 0.8% | $28.25 | -73.03% | 15 qtrssince 2019-Q2 | Decreased 0 |
HHLR ADVISORS, LTD. manages $4.7B across 67 positions as of Q4 2022. Top holdings: ONC (25.4%), JD (7.8%), BEKE (6.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 12 new positions, 6 exits, 9 increased. Top move: FCX (NEW, conviction 95). Portfolio: $4.7B across 67 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