Hillhouse's public book. Asia-rooted growth conviction.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| PDD | $1.1B | 28% | added |
| BABA | $588M | 14% | added |
| FUTU | $563M | 14% | trimmed |
| unlisted | $489M | 12% | unchanged |
| ONC | $352M | 9% | unchanged |
| BIDU | $216M | 5% | new |
| LEGN | $195M | 5% | unchanged |
| NTES | $120M | 3% | trimmed |
| AVBP | $83M | 2% | unchanged |
| BEKE | $80M | 2% | trimmed |
| YMM | $53M | 1% | new |
| YSG | $44M | 1% | trimmed |
| SE | $32M | 1% | new |
| unlisted | $25M | 1% | unchanged |
| CTKB | $23M | 1% | unchanged |
| NBP | $23M | 1% | unchanged |
| GOSS | $13M | 0% | unchanged |
| MAZE | $12M | 0% | unchanged |
| API | $8M | 0% | unchanged |
| CTNM | $8M | 0% | unchanged |
| EM | $5M | 0% | unchanged |
| SGMT | $5M | 0% | unchanged |
| TUYA | $4M | 0% | unchanged |
| GE | $3M | 0% | added |
| MOGU | $3M | 0% | unchanged |
| unlisted | $2M | 0% | unchanged |
| MCO | $1M | 0% | added |
| PACB | $1M | 0% | unchanged |
| EQX | $903K | 0% | new |
| B | $832K | 0% | new |
| ALGS | $747K | 0% | unchanged |
| UXIN | $66K | 0% | unchanged |
| unlisted | $25K | 0% | unchanged |