Hillhouse's public book. Asia-rooted growth conviction.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| PDD | $1.2B | 39% | added |
| BABA | $796M | 26% | added |
| ONC | $314M | 10% | unchanged |
| FUTU | $268M | 9% | trimmed |
| LEGN | $130M | 4% | unchanged |
| AVBP | $79M | 3% | trimmed |
| BEKE | $67M | 2% | unchanged |
| unlisted | $46M | 1% | trimmed |
| CTKB | $34M | 1% | unchanged |
| unlisted | $33M | 1% | unchanged |
| NBP | $24M | 1% | unchanged |
| YSG | $19M | 1% | unchanged |
| MAZE | $19M | 1% | unchanged |
| GOSS | $15M | 0% | unchanged |
| API | $9M | 0% | unchanged |
| CTNM | $8M | 0% | unchanged |
| SGMT | $4M | 0% | unchanged |
| TSM | $3M | 0% | new |
| TUYA | $3M | 0% | unchanged |
| GE | $3M | 0% | unchanged |
| GOOGL | $2M | 0% | new |
| MOGU | $2M | 0% | unchanged |
| IBIT | $2M | 0% | new |
| PACB | $2M | 0% | unchanged |
| MCO | $1M | 0% | unchanged |
| EQX | $1M | 0% | unchanged |
| B | $1M | 0% | unchanged |
| AXIA | $885K | 0% | new |
| ALGS | $711K | 0% | unchanged |
| VNET | $449K | 0% | new |
| AXIA.PC | $219K | 0% | new |
| UXIN | $65K | 0% | unchanged |
| unlisted | $57K | 0% | unchanged |