Hillhouse's public book. Asia-rooted growth conviction.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| ONC | $1.2B | 26% | unchanged |
| BABA | $937M | 21% | added |
| PDD | $643M | 14% | trimmed |
| LEGN | $323M | 7% | unchanged |
| VIPS | $247M | 5% | added |
| NTES | $242M | 5% | added |
| BEKE | $216M | 5% | trimmed |
| TCOM | $105M | 2% | added |
| AVBP | $105M | 2% | unchanged |
| FUTU | $101M | 2% | added |
| ZTO | $74M | 2% | added |
| JD | $64M | 1% | added |
| unlisted | $47M | 1% | unchanged |
| KNSA | $40M | 1% | trimmed |
| CTKB | $37M | 1% | unchanged |
| BIDU | $32M | 1% | new |
| YUMC | $30M | 1% | new |
| BBIO | $26M | 1% | trimmed |
| YSG | $24M | 1% | unchanged |
| HTHT | $21M | 0% | unchanged |
| CTNM | $13M | 0% | unchanged |
| SOHU | $11M | 0% | unchanged |
| NBP | $9M | 0% | unchanged |
| GOSS | $5M | 0% | unchanged |
| TSM | $3M | 0% | trimmed |
| unlisted | $3M | 0% | unchanged |
| URA | $3M | 0% | trimmed |
| EM | $3M | 0% | unchanged |
| KWEB | $3M | 0% | new |
| TUYA | $3M | 0% | unchanged |
| DHR | $3M | 0% | trimmed |
| META | $2M | 0% | trimmed |
| MOGU | $2M | 0% | unchanged |
| SGMT | $2M | 0% | unchanged |
| unlisted | $2M | 0% | unchanged |
| GEV | $2M | 0% | trimmed |
| MGX | $2M | 0% | unchanged |
| PACB | $2M | 0% | unchanged |
| PYXS | $1M | 0% | unchanged |
| unlisted | $1M | 0% | unchanged |
| JOYY | $1M | 0% | new |
| GE | $1M | 0% | trimmed |
| MCO | $713K | 0% | trimmed |
| ALGS | $660K | 0% | new |
| unlisted | $513K | 0% | unchanged |
| TT | $293K | 0% | trimmed |
| UXIN | $129K | 0% | unchanged |
| unlisted | $44K | 0% | unchanged |