Hillhouse's public book. Asia-rooted growth conviction.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| PDD | $1.4B | 30% | new |
| ONC | $810M | 18% | new |
| BEKE | $401M | 9% | new |
| LEGN | $336M | 7% | new |
| MSFT | $291M | 6% | new |
| AMD | $165M | 4% | new |
| AMZN | $148M | 3% | new |
| CRM | $139M | 3% | new |
| DHR | $118M | 3% | new |
| TTWO | $116M | 3% | new |
| DASH | $80M | 2% | new |
| AVBP | $70M | 2% | new |
| unlisted | $62M | 1% | new |
| MCO | $61M | 1% | new |
| unlisted | $46M | 1% | new |
| CTKB | $45M | 1% | new |
| BBIO | $42M | 1% | new |
| HTHT | $36M | 1% | new |
| CPNG | $19M | 0% | new |
| BIDU | $16M | 0% | new |
| NTES | $15M | 0% | new |
| YSG | $15M | 0% | new |
| unlisted | $15M | 0% | new |
| MDLZ | $14M | 0% | new |
| ZTO | $14M | 0% | new |
| TSM | $13M | 0% | new |
| NBP | $13M | 0% | new |
| NVDA | $12M | 0% | new |
| BABA | $10M | 0% | new |
| SE | $9M | 0% | new |
| APP | $9M | 0% | new |
| GOOG | $9M | 0% | new |
| MU | $8M | 0% | new |
| MGX | $8M | 0% | new |
| SOHU | $8M | 0% | new |
| GOSS | $6M | 0% | new |
| MRVL | $4M | 0% | new |
| SGMT | $4M | 0% | new |
| PACB | $3M | 0% | new |
| GE | $3M | 0% | new |
| VIPS | $3M | 0% | new |
| unlisted | $3M | 0% | new |
| VRT | $3M | 0% | new |
| META | $3M | 0% | new |
| URA | $3M | 0% | new |
| AVGO | $3M | 0% | new |
| TUYA | $3M | 0% | new |
| EM | $3M | 0% | new |
| AAPL | $2M | 0% | new |
| unlisted | $2M | 0% | new |
| ALGS | $2M | 0% | new |
| JD | $2M | 0% | new |
| PYXS | $2M | 0% | new |
| MOGU | $2M | 0% | new |
| BZ | $2M | 0% | new |
| ANET | $1M | 0% | new |
| ATAT | $897K | 0% | new |
| unlisted | $526K | 0% | new |
| QCOM | $508K | 0% | new |
| YMM | $98K | 0% | new |