Hillhouse's public book. Asia-rooted growth conviction.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| PDD | $426M | 25% | trimmed |
| BABA | $308M | 18% | trimmed |
| ONC | $307M | 18% | unchanged |
| FUTU | $194M | 12% | trimmed |
| LEGN | $108M | 6% | unchanged |
| AVBP | $91M | 5% | unchanged |
| BEKE | $63M | 4% | unchanged |
| unlisted | $32M | 2% | unchanged |
| CTKB | $29M | 2% | unchanged |
| MRVL | $17M | 1% | new |
| YSG | $15M | 1% | unchanged |
| NBP | $15M | 1% | unchanged |
| MAZE | $11M | 1% | trimmed |
| CTNM | $9M | 1% | unchanged |
| API | $7M | 0% | unchanged |
| unlisted | $7M | 0% | trimmed |
| TSM | $5M | 0% | added |
| SGMT | $4M | 0% | unchanged |
| TUYA | $4M | 0% | unchanged |
| GE | $3M | 0% | unchanged |
| VIPS | $2M | 0% | new |
| MOGU | $2M | 0% | unchanged |
| GOSS | $2M | 0% | unchanged |
| INTC | $1M | 0% | new |
| PACB | $1M | 0% | unchanged |
| EQX | $1M | 0% | unchanged |
| NVDA | $1M | 0% | new |
| LITE | $1M | 0% | new |
| GLW | $1M | 0% | new |
| B | $1M | 0% | unchanged |
| COHR | $1M | 0% | new |
| DDL | $911K | 0% | new |
| AXIA | $712K | 0% | trimmed |
| EWW | $662K | 0% | new |
| ALGS | $567K | 0% | unchanged |
| VNET | $546K | 0% | added |
| UXIN | $59K | 0% | unchanged |
| unlisted | $1K | 0% | unchanged |