Hillhouse's public book. Asia-rooted growth conviction.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| PDD | $1.2B | 29% | trimmed |
| ONC | $739M | 18% | unchanged |
| BABA | $387M | 10% | added |
| BEKE | $328M | 8% | trimmed |
| LEGN | $294M | 7% | added |
| VIPS | $193M | 5% | added |
| NTES | $132M | 3% | added |
| AVBP | $83M | 2% | added |
| TCOM | $65M | 2% | new |
| KNSA | $59M | 1% | new |
| FUTU | $47M | 1% | new |
| unlisted | $42M | 1% | unchanged |
| CTKB | $37M | 1% | unchanged |
| BBIO | $35M | 1% | unchanged |
| DHR | $27M | 1% | trimmed |
| DASH | $27M | 1% | trimmed |
| CRM | $25M | 1% | trimmed |
| META | $22M | 1% | added |
| AZN | $21M | 1% | new |
| HTHT | $19M | 0% | trimmed |
| YSG | $19M | 0% | unchanged |
| APP | $18M | 0% | added |
| unlisted | $16M | 0% | unchanged |
| GOOG | $13M | 0% | added |
| GERN | $13M | 0% | new |
| SE | $12M | 0% | unchanged |
| CTNM | $12M | 0% | new |
| TSM | $12M | 0% | trimmed |
| NBP | $12M | 0% | unchanged |
| TMO | $10M | 0% | new |
| STVN | $10M | 0% | new |
| SOHU | $10M | 0% | unchanged |
| NVDA | $10M | 0% | added |
| MU | $10M | 0% | unchanged |
| MSFT | $9M | 0% | trimmed |
| CPNG | $9M | 0% | trimmed |
| AAPL | $9M | 0% | added |
| AMZN | $8M | 0% | trimmed |
| unlisted | $5M | 0% | added |
| GOSS | $4M | 0% | unchanged |
| RBLX | $4M | 0% | new |
| S | $4M | 0% | new |
| URA | $3M | 0% | added |
| ANET | $3M | 0% | added |
| EM | $3M | 0% | unchanged |
| MGX | $3M | 0% | unchanged |
| QCOM | $3M | 0% | added |
| unlisted | $3M | 0% | new |
| TUYA | $3M | 0% | unchanged |
| BCYC | $3M | 0% | new |
| SGMT | $2M | 0% | unchanged |
| AVGO | $2M | 0% | trimmed |
| AMAT | $2M | 0% | new |
| unlisted | $2M | 0% | unchanged |
| MOGU | $2M | 0% | unchanged |
| MA | $2M | 0% | new |
| V | $2M | 0% | new |
| MCO | $2M | 0% | trimmed |
| BZ | $2M | 0% | unchanged |
| GEV | $2M | 0% | new |