Hillhouse's public book. Asia-rooted growth conviction.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| ONC | $703M | 24% | trimmed |
| BABA | $414M | 14% | trimmed |
| PDD | $265M | 9% | trimmed |
| NTES | $231M | 8% | unchanged |
| BEKE | $207M | 7% | added |
| VIPS | $200M | 7% | trimmed |
| LEGN | $195M | 7% | trimmed |
| AVBP | $119M | 4% | unchanged |
| FUTU | $89M | 3% | added |
| unlisted | $73M | 3% | new |
| TCOM | $63M | 2% | trimmed |
| JD | $59M | 2% | added |
| unlisted | $51M | 2% | unchanged |
| CTKB | $43M | 1% | unchanged |
| KNSA | $31M | 1% | unchanged |
| BBIO | $28M | 1% | unchanged |
| YSG | $27M | 1% | unchanged |
| CTNM | $10M | 0% | unchanged |
| API | $9M | 0% | new |
| ZTO | $9M | 0% | trimmed |
| TSM | $8M | 0% | added |
| SOHU | $7M | 0% | trimmed |
| NBP | $5M | 0% | trimmed |
| GOSS | $4M | 0% | unchanged |
| SGMT | $3M | 0% | unchanged |
| ALGS | $3M | 0% | unchanged |
| DHR | $3M | 0% | added |
| MGX | $3M | 0% | unchanged |
| TUYA | $3M | 0% | unchanged |
| EM | $3M | 0% | unchanged |
| GEV | $3M | 0% | unchanged |
| MSCI | $2M | 0% | new |
| MCO | $2M | 0% | added |
| MOGU | $2M | 0% | unchanged |
| GE | $2M | 0% | added |
| unlisted | $2M | 0% | unchanged |
| PACB | $2M | 0% | unchanged |
| JOYY | $1M | 0% | unchanged |
| TT | $864K | 0% | added |
| unlisted | $847K | 0% | added |
| PYXS | $597K | 0% | unchanged |
| MOMO | $413K | 0% | new |
| unlisted | $259K | 0% | new |
| UXIN | $89K | 0% | unchanged |
| unlisted | $35K | 0% | unchanged |