Hillhouse's public book. Asia-rooted growth conviction.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| PDD | $730M | 24% | added |
| FUTU | $533M | 17% | unchanged |
| unlisted | $396M | 13% | new |
| ONC | $250M | 8% | unchanged |
| NTES | $224M | 7% | trimmed |
| LEGN | $212M | 7% | unchanged |
| BEKE | $132M | 4% | trimmed |
| BABA | $130M | 4% | trimmed |
| AVBP | $98M | 3% | unchanged |
| unlisted | $97M | 3% | unchanged |
| JD | $74M | 2% | trimmed |
| YSG | $59M | 2% | trimmed |
| unlisted | $30M | 1% | new |
| CTKB | $23M | 1% | unchanged |
| VIPS | $17M | 1% | trimmed |
| LI | $17M | 1% | unchanged |
| NBP | $14M | 0% | unchanged |
| ZTO | $12M | 0% | unchanged |
| BZ | $10M | 0% | unchanged |
| API | $8M | 0% | unchanged |
| GOSS | $6M | 0% | unchanged |
| MAZE | $6M | 0% | unchanged |
| SGMT | $6M | 0% | unchanged |
| EM | $5M | 0% | unchanged |
| TUYA | $4M | 0% | unchanged |
| CTNM | $3M | 0% | unchanged |
| MOGU | $2M | 0% | unchanged |
| unlisted | $2M | 0% | unchanged |
| GE | $2M | 0% | trimmed |
| MCO | $1M | 0% | trimmed |
| MSCI | $1M | 0% | trimmed |
| PACB | $1M | 0% | unchanged |
| ALGS | $550K | 0% | unchanged |
| unlisted | $77K | 0% | unchanged |
| UXIN | $70K | 0% | unchanged |
| unlisted | $22K | 0% | unchanged |