Hhlr Advisors, Ltd. 13F 持仓 · 2026年Q2
Hhlr Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 8.32 亿美元。前几大持仓：LEGN（20.77%）、FUTU（19.92%）、AVBP（16.40%）。本季前 25 大持仓中：新建仓 3 只、增持 6 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LEGN | LEGEND BIOTECH CORP | $172.8M | 20.77% | 6.0M | 持平 |
| 2 | FUTU | FUTU HLDGS LTD | $165.8M | 19.92% | 1.8M | 增持 |
| 3 | AVBP | ARRIVENT BIOPHARMA INC | $136.5M | 16.40% | 3.9M | 持平 |
| 4 | MRVL | MARVELL TECHNOLOGY INC | $48.5M | 5.83% | 162,933 | 减持 |
| 5 | VIPS | VIPSHOP HLDGS LTD | $46.0M | 5.53% | 3.5M | 增持 |
| 6 | PDD | PDD HOLDINGS INC | $38.1M | 4.58% | 500,000 | 减持 |
| 7 | BEKE | KE HLDGS INC | $32.2M | 3.87% | 2.2M | 减持 |
| 8 | CTKB | CYTEK BIOSCIENCES INC | $29.5M | 3.54% | 6.7M | 持平 |
| 9 | ALMR | ALAMAR BIOSCIENCES INC | $25.9M | 3.11% | 956,462 | 新建仓 |
| 10 | BABA | ALIBABA GROUP HLDG LTD | $17.7M | 2.12% | 183,934 | 减持 |
| 11 | ODTX | ODYSSEY THERAPEUTICS INC | $15.6M | 1.87% | 831,656 | 新建仓 |
| 12 | YSG | YATSEN HLDG LTD | $15.5M | 1.86% | 4.9M | 持平 |
| 13 | NBP | NOVABRIDGE BIOSCIENCES | $11.7M | 1.40% | 6.0M | 持平 |
| 14 | CTNM | CONTINEUM THERAPEUTICS INC | $11.0M | 1.32% | 669,337 | 持平 |
| 15 | MAZE | MAZE THERAPEUTICS INC | $10.9M | 1.31% | 366,028 | 持平 |
| 16 | API | AGORA INC | $8.4M | 1.01% | 2.1M | 持平 |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.4M | 0.89% | 15,510 | 减持 |
| 18 | SGMT | SAGIMET BIOSCIENCES INC | $5.6M | 0.67% | 724,800 | 持平 |
| 19 | NTES | NETEASE COM INC | $4.5M | 0.54% | 34,999 | 新建仓 |
| 20 | GE | GE AEROSPACE | $3.8M | 0.45% | 10,043 | 持平 |
| 21 | LITE | LUMENTUM HLDGS INC | $2.8M | 0.34% | 3,300 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $2.8M | 0.34% | 14,054 | 增持 |
| 23 | TUYA | TUYA INC | $2.8M | 0.33% | 1.6M | 持平 |
| 24 | GLW | CORNING INC | $2.6M | 0.32% | 10,266 | 增持 |
| 25 | COHR | COHERENT CORP | $2.5M | 0.30% | 6,417 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR