Hillhouse's public book. Asia-rooted growth conviction.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| PDD | $777M | 22% | added |
| BABA | $517M | 15% | trimmed |
| FUTU | $441M | 12% | added |
| ONC | $282M | 8% | trimmed |
| NTES | $275M | 8% | added |
| BEKE | $241M | 7% | added |
| LEGN | $203M | 6% | unchanged |
| JD | $198M | 6% | added |
| VIPS | $105M | 3% | trimmed |
| unlisted | $94M | 3% | unchanged |
| AVBP | $83M | 2% | unchanged |
| TCOM | $60M | 2% | added |
| unlisted | $55M | 2% | unchanged |
| YSG | $33M | 1% | unchanged |
| CTKB | $27M | 1% | unchanged |
| BIDU | $16M | 0% | new |
| LI | $16M | 0% | new |
| YUMC | $15M | 0% | new |
| ZTO | $13M | 0% | added |
| BZ | $11M | 0% | new |
| HTHT | $9M | 0% | new |
| API | $8M | 0% | unchanged |
| ATAT | $7M | 0% | new |
| TSM | $5M | 0% | trimmed |
| GOSS | $5M | 0% | unchanged |
| MAZE | $5M | 0% | new |
| NBP | $5M | 0% | unchanged |
| TUYA | $5M | 0% | unchanged |
| CTNM | $5M | 0% | unchanged |
| EM | $4M | 0% | unchanged |
| SOHU | $3M | 0% | trimmed |
| SGMT | $2M | 0% | unchanged |
| MOGU | $2M | 0% | unchanged |
| unlisted | $2M | 0% | unchanged |
| DHR | $2M | 0% | trimmed |
| JOYY | $1M | 0% | added |
| GE | $1M | 0% | trimmed |
| MCO | $1M | 0% | trimmed |
| MSCI | $1M | 0% | trimmed |
| CYD | $1M | 0% | new |
| PACB | $1M | 0% | unchanged |
| WB | $947K | 0% | new |
| XYF | $720K | 0% | new |
| ALGS | $629K | 0% | unchanged |
| unlisted | $504K | 0% | new |
| MGX | $205K | 0% | trimmed |
| unlisted | $182K | 0% | unchanged |
| UXIN | $76K | 0% | unchanged |
| unlisted | $21K | 0% | unchanged |