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高瓴第三季美股加倉阿裏(BABA.US)、拼多多(PDD.US)
美國證交會(SEC)網站顯示,高瓴旗下HHLR Advisors美股持倉截至第三季底,持倉市值爲38.03億美元,按季減少8.62億美元或18.5%。 HHLR繼第二季建倉阿裏(BABA.US)和拼多多(PDD.US)後,於第三季再度增持。季內增持阿裏34.71萬股,持股數增至223.81萬股,持股市值爲1.79億美元,爲第七大重倉股。另增持拼多多61.2萬股,增持貝殼(BEKE.US)186.74萬股,同時減持京東(JD.US)212.13萬股,減持唯品會(VIPS.US)497.28萬股。 於第三季,HHLR十大重倉股爲百濟神州(BGNE.US)、Salesforce(CRM.US)、京東、DoorDash(DASH.US)、傳奇生物(LEGN.US)、貝殼、阿裏巴巴、唯品會、Cytek(CTKB.US)、拼多多。全部美股持倉中,中概股合計持有市值佔比超過60%。
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