HHLR ADVISORS, LTD. recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
As of the latest 13F report, the guru’s equity portfolio contained 61 stocks valued at a total of $3.80 billion. The top holdings were BGNE(19.40%), CRM(9.15%), and JD(8.42%).
These were HHLR ADVISORS, LTD.’s top five trades of the quarter.
HHLR ADVISORS, LTD. sold out of their 4,357,245-share investment in SE. Previously, the stock had a 6.24% weight in the equity portfolio. Shares traded for an average price of $69.57 during the quarter.
On 11/15/2022, Sea Ltd traded for a price of $45.8 per share and a market cap of $25.73Bil. The stock has returned -86.58% over the past year.
HHLR ADVISORS, LTD. reduced their investment in JD by 2,121,271 shares. The trade had a 2.92% impact on the equity portfolio. During the quarter, the stock traded for an average price of $59.23.
On 11/15/2022, JD.com Inc traded for a price of $50.85 per share and a market cap of $79.40 billion. The stock has returned -40.84% over the past year.
HHLR ADVISORS, LTD. reduced their investment in VIPS by 4,972,800 shares. The trade had a 1.05% impact on the equity portfolio. During the quarter, the stock traded for an average price of $9.95.
On 11/15/2022, Vipshop Holdings Ltd traded for a price of $8.8 per share and a market cap of $5.59Bil. The stock has returned -31.84% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Vipshop Holdings Ltd has a price-earnings ratio of 8.66, a price-book ratio of 1.14, a price-earnings-to-growth (PEG) ratio of 0.49, a EV-to-Ebitda ratio of 3.35 and a price-sales ratio of 0.36.
During the quarter, HHLR ADVISORS, LTD. bought 611,972 shares of PDD for a total holding of 2,011,900. The trade had a 1.01% impact on the equity portfolio. During the quarter, the stock traded for an average price of $58.13.
On 11/15/2022, Pinduoduo Inc traded for a price of $65.39 per share and a market cap of $82.68 billion. The stock has returned -31.17% over the past year.
During the quarter, HHLR ADVISORS, LTD. bought 1,867,417 shares of BEKE for a total holding of 11,118,106. The trade had a 0.86% impact on the equity portfolio. During the quarter, the stock traded for an average price of $16.19.
On 11/15/2022, KE Holdings Inc traded for a price of $14 per share and a market cap of $17.70 billion. The stock has returned -38.08% over the past year.