Hillhouse's public book. Asia-rooted growth conviction.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| ONC | $923M | 20% | trimmed |
| PDD | $565M | 12% | trimmed |
| BEKE | $532M | 11% | added |
| LEGN | $444M | 9% | added |
| BABA | $272M | 6% | trimmed |
| MSFT | $259M | 6% | added |
| CRM | $227M | 5% | trimmed |
| DASH | $204M | 4% | trimmed |
| HTHT | $148M | 3% | added |
| TTWO | $115M | 2% | new |
| JD | $92M | 2% | added |
| DQ | $81M | 2% | unchanged |
| BIDU | $76M | 2% | added |
| unlisted | $70M | 1% | trimmed |
| ZTO | $63M | 1% | added |
| CTKB | $57M | 1% | trimmed |
| unlisted | $56M | 1% | unchanged |
| BBIO | $51M | 1% | trimmed |
| CPNG | $49M | 1% | trimmed |
| MDLZ | $38M | 1% | trimmed |
| unlisted | $35M | 1% | unchanged |
| YMM | $33M | 1% | trimmed |
| TMO | $22M | 0% | added |
| DDOG | $21M | 0% | unchanged |
| NBP | $21M | 0% | unchanged |
| DHR | $21M | 0% | new |
| BMRN | $20M | 0% | trimmed |
| EXK | $19M | 0% | added |
| KDP | $18M | 0% | new |
| FUTU | $17M | 0% | unchanged |
| NTES | $14M | 0% | unchanged |
| ADBE | $13M | 0% | new |
| unlisted | $13M | 0% | trimmed |
| GOOG | $12M | 0% | new |
| ATAT | $11M | 0% | added |
| unlisted | $10M | 0% | trimmed |
| SOHU | $8M | 0% | unchanged |
| ARGX | $7M | 0% | new |
| AXSM | $7M | 0% | new |
| COIN | $7M | 0% | new |
| LI | $6M | 0% | trimmed |
| GOSS | $6M | 0% | unchanged |
| ROIV | $5M | 0% | new |
| AMD | $5M | 0% | trimmed |
| EM | $4M | 0% | unchanged |
| VIPS | $3M | 0% | trimmed |
| AMZN | $3M | 0% | trimmed |
| TUYA | $3M | 0% | unchanged |
| ALGS | $2M | 0% | unchanged |
| MOGU | $2M | 0% | unchanged |
| BZ | $2M | 0% | trimmed |
| unlisted | $1M | 0% | unchanged |
| unlisted | $1M | 0% | unchanged |
| PYXS | $979K | 0% | trimmed |
| PLTK | $844K | 0% | trimmed |
| IQ | $761K | 0% | trimmed |
| unlisted | $678K | 0% | new |
| UXIN | $314K | 0% | unchanged |
| unlisted | $161K | 0% | unchanged |
| SRZNW | $21K | 0% | trimmed |