Hillhouse's public book. Asia-rooted growth conviction.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| ONC | $931M | 21% | unchanged |
| PDD | $721M | 16% | trimmed |
| BEKE | $476M | 11% | trimmed |
| LEGN | $432M | 10% | unchanged |
| MSFT | $253M | 6% | added |
| DASH | $212M | 5% | unchanged |
| CRM | $184M | 4% | trimmed |
| BABA | $176M | 4% | trimmed |
| TTWO | $110M | 2% | unchanged |
| AMZN | $102M | 2% | added |
| HTHT | $96M | 2% | trimmed |
| BBIO | $73M | 2% | trimmed |
| BIDU | $72M | 2% | trimmed |
| DQ | $62M | 1% | unchanged |
| unlisted | $45M | 1% | unchanged |
| CPNG | $44M | 1% | trimmed |
| CTKB | $37M | 1% | unchanged |
| unlisted | $35M | 1% | unchanged |
| ZTO | $33M | 1% | trimmed |
| unlisted | $31M | 1% | new |
| MDLZ | $31M | 1% | trimmed |
| ROIV | $29M | 1% | added |
| YMM | $25M | 1% | trimmed |
| NMRA | $24M | 1% | new |
| DHR | $21M | 0% | unchanged |
| DDOG | $20M | 0% | unchanged |
| TMO | $16M | 0% | trimmed |
| NTES | $15M | 0% | unchanged |
| JD | $15M | 0% | trimmed |
| unlisted | $14M | 0% | unchanged |
| EXK | $14M | 0% | unchanged |
| SGMT | $13M | 0% | new |
| unlisted | $12M | 0% | unchanged |
| unlisted | $11M | 0% | trimmed |
| BMRN | $10M | 0% | trimmed |
| NBP | $9M | 0% | unchanged |
| ARGX | $8M | 0% | trimmed |
| SE | $8M | 0% | new |
| PACB | $8M | 0% | new |
| TSLA | $8M | 0% | new |
| AXSM | $7M | 0% | unchanged |
| SOHU | $7M | 0% | unchanged |
| FUTU | $5M | 0% | trimmed |
| GOSS | $4M | 0% | unchanged |
| ATAT | $4M | 0% | trimmed |
| VIPS | $3M | 0% | unchanged |
| EM | $3M | 0% | unchanged |
| TUYA | $2M | 0% | unchanged |
| BZ | $2M | 0% | unchanged |
| MOGU | $2M | 0% | unchanged |
| ALGS | $2M | 0% | unchanged |
| unlisted | $1M | 0% | unchanged |
| PYXS | $761K | 0% | unchanged |
| PLTK | $701K | 0% | unchanged |
| IQ | $675K | 0% | unchanged |
| unlisted | $601K | 0% | unchanged |
| unlisted | $365K | 0% | new |
| UXIN | $312K | 0% | unchanged |
| unlisted | $96K | 0% | unchanged |
| SRZNW | $16K | 0% | unchanged |