Hillhouse Capital Management, Ltd. 13F 持仓 · 最近申报 2019年Q2
高瓴在 2019年Q2（报告期截至 2019-06-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 31.34 亿美元。前几大持仓：IQ（23.73%）、UBER（22.25%）、SE（8.12%）。本季前 25 大持仓中：新建仓 5 只、增持 9 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IQ | IQIYI INC | $743.5M | 23.73% | 36.0M | 增持 |
| 2 | UBER | UBER TECHNOLOGIES INC | $697.3M | 22.25% | 15.0M | 新建仓 |
| 3 | SE | SEA LTD | $254.4M | 8.12% | 7.7M | 减持 |
| 4 | ESGR | ENSTAR GROUP LIMITED | $209.9M | 6.70% | 1.2M | 持平 |
| 5 | ONC | BEIGENE LTD | $128.2M | 4.09% | 1.0M | 持平 |
| 6 | CVET | COVETRUS INC | $114.2M | 3.64% | 4.7M | 持平 |
| 7 | GOSS | GOSSAMER BIO INC | $110.3M | 3.52% | 5.0M | 持平 |
| 8 | NIO | NIO INC | $106.9M | 3.41% | 41.9M | 增持 |
| 9 | BABA | ALIBABA GROUP HLDG LTD | $100.7M | 3.22% | 594,538 | 增持 |
| 10 | TAL | TAL EDUCATION GROUP | $86.5M | 2.76% | 2.3M | 增持 |
| 11 | AMZN | AMAZON COM INC | $81.7M | 2.61% | 43,156 | 增持 |
| 12 | META | FACEBOOK INC | $56.8M | 1.81% | 294,497 | 减持 |
| 13 | BBIO | BRIDGEBIO PHARMA INC | $54.9M | 1.75% | 2.0M | 新建仓 |
| 14 | APLS | APELLIS PHARMACEUTICALS INC | $53.2M | 1.70% | 2.1M | 持平 |
| 15 | PDD | PINDUODUO INC | $44.8M | 1.43% | 2.2M | 增持 |
| 16 | TSLA | TESLA INC | $33.0M | 1.05% | 147,700 | 新建仓 |
| 17 | NFLX | NETFLIX INC | $32.7M | 1.04% | 88,902 | 增持 |
| 18 | XYZ | SQUARE INC | $31.1M | 0.99% | 428,675 | 增持 |
| 19 | BILI | BILIBILI INC | $29.7M | 0.95% | 1.8M | 增持 |
| 20 | AAPL | APPLE INC | $25.3M | 0.81% | 127,759 | 持平 |
| 21 | UXIN | UXIN LTD | $23.6M | 0.75% | 10.7M | 减持 |
| 22 | MELI | MERCADOLIBRE INC | $19.9M | 0.64% | 32,600 | 持平 |
| 23 | JD | JD COM INC | $16.9M | 0.54% | 558,400 | 持平 |
| 24 | MOGU | MOGU INC | $14.9M | 0.48% | 5.2M | 新建仓 |
| 25 | NXTC | NEXTCURE INC | $14.7M | 0.47% | 978,570 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2019-06-30
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