高瓴HLLR Q1持仓：加码部分重仓中概，唯品会翻倍增持

华尔街见闻2022-05-17

摘要：一季度高瓴的唯品会持仓增长147%、晋升十大重仓股，京东持仓增76%、由第六位升至第二位重仓股，去年四季度首次跻身高瓴十大美股重仓股的理想汽车排名跌出前十，蔚来和小鹏汽车以及去年四季度大幅减持的拼多多被清仓。今年一季度，美股三大指数均创疫情爆发两年来最大季度跌幅，标普累跌近5%，道指和纳指分别跌超4%和9%。而高瓴资本当季延续在科技业的投资重点，对部分重仓中概股进一步加码。美东时间16日周一...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（5）

jonatha_8492
·2022-05-17
ko
Reply
Like
Report
Youn7276
·2022-05-17
Ok
Reply
Like
Report
Youn7276
·2022-05-17
Ok
Reply
1
Report
Singapore Li
·2022-05-17
7226
Reply
2
Report
机器人总动员员员
·2022-05-17
張磊移民了嗎？不是外國資本家嗎？
Reply
Like
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2236252730?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","is_english":false,"pubTime":"2022-05-17 06:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2236252730","market":"sh","top_or_hot":-1,"title":"高瓴HLLR Q1持仓：加码部分重仓中概，唯品会翻倍增持","media":"华尔街见闻","content":"<div>\n<p>摘要：一季度高瓴的唯品会持仓增长147%、晋升十大重仓股，京东持仓增76%、由第六位升至第二位重仓股，去年四季度首次跻身高瓴十大美股重仓股的理想汽车排名跌出前十，蔚来和小鹏汽车以及去年四季度大幅减持的拼多多被清仓。今年一季度，美股三大指数均创疫情爆发两年来最大季度跌幅，标普累跌近5%，道指和纳指分别跌超4%和9%。而高瓴资本当季延续在科技业的投资重点，对部分重仓中概股进一步加码。美东时间16日周一...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3659517\">Source Link</a>\n\n</div>\n","source":"wallstreetcn_api","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高瓴HLLR Q1持仓：加码部分重仓中概，唯品会翻倍增持</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高瓴HLLR Q1持仓：加码部分重仓中概，唯品会翻倍增持\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-17 06:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3659517><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：一季度高瓴的唯品会持仓增长147%、晋升十大重仓股，京东持仓增76%、由第六位升至第二位重仓股，去年四季度首次跻身高瓴十大美股重仓股的理想汽车排名跌出前十，蔚来和小鹏汽车以及去年四季度大幅减持的拼多多被清仓。今年一季度，美股三大指数均创疫情爆发两年来最大季度跌幅，标普累跌近5%，道指和纳指分别跌超4%和9%。而高瓴资本当季延续在科技业的投资重点，对部分重仓中概股进一步加码。美东时间16日周一...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3659517\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1587","symbol_name":"次新股","start_time":0,"source_url":"https://wallstreetcn.com/articles/3659517","article_id":"2236252730","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3659517","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2236252730","pubTimestamp":1652741666,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"更新中","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK1587":"次新股","BK1119":"汽车制造商","BK4552":"Archegos爆仓风波概念","JD":"京东","BK4122":"互联网与直销零售","BK4503":"景林资产持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4551":"寇图资本持仓","09618":"京东集团-SW","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK1142":"互联网与直销零售","LI":"理想汽车","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","BK1591":"就地过年概念","BK4579":"人工智能","02015":"理想汽车-W","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1502":"双十一","BK1575":"同股不同权","BK4531":"中概回港概念","BK4555":"新能源车","BK1539":"汽车股","BK4558":"双十一","VIPS":"唯品会","BK4509":"腾讯概念","BK1588":"回港中概股","BK4524":"宅经济概念","BK4526":"热门中概股"},"translate_title":"Gaochun HLLR Q1 Position: Overweight some heavy positions, Vipshop will double its holdings","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/8d1f6108d53012ce60ccb1edb7b0cfc5","symbols_score_info":{"09618":1,"VIPS":1,"LI":1,"JD":1,"02015":1,"QNETCN":0.6,"EVS.SI":0.6},"content_text":"摘要：一季度高瓴的唯品会持仓增长147%、晋升十大重仓股，京东持仓增76%、由第六位升至第二位重仓股，去年四季度首次跻身高瓴十大美股重仓股的理想汽车排名跌出前十，蔚来和小鹏汽车以及去年四季度大幅减持的拼多多被清仓。今年一季度，美股三大指数均创疫情爆发两年来最大季度跌幅，标普累跌近5%，道指和纳指分别跌超4%和9%。而高瓴资本当季延续在科技业的投资重点，对部分重仓中概股进一步加码。美东时间16日周一，高瓴资本旗下专攻二级投资的基金管理机构HHLR Advisors公布递交美国证监会的13F文件，显示其一季度增持了四只中概股，分别是唯品会、京东、贝壳找房和盛美半导体（ACM）。其中，唯品会增持将近1319万股、增幅147%，持仓市值将近2亿美元、跻身HHLR的十大重仓股行列，京东持仓增加近367万股、增幅76%，持仓市值4.88亿美元，由此成为高瓴HHLR的第二大美股重仓股；增持贝壳逾17万股、增幅3%，持仓市值逾6410万美元一季度HHLR新进了滴滴、满帮、大全新能源（DQ）等四只中概股，分别新进逾3683万股、959万股、13万股和10万股。资料显示，滴滴、满帮和贝壳均为高瓴在一级市场投资企业，此次进入持股名单，应是一级市场投资上市后的普通股转成二级市场可流通的ADS。同时，一季度HHLR减持、清仓了25只股票，其中也有中概股的身影，比如分别清仓所持蔚来汽车（NIO）和小鹏汽车的35万股和66.65万股，去年四季度大幅减持92%至21.3万股的拼多多彻底清仓。去年四季度首次跻身高瓴HHLR美股十大重仓股行列的理想汽车一季度持仓减少50%，减持了251余万股；中通快递持仓减少逾5.6万股、减幅22%。截至一季度末，HHLR的十大重仓股分别是：百济神州、京东（JD）、“美版美团”DoorDash（DASH）、云软件巨头赛富时（Salesforce、代码CRM）、传奇生物、瑞士运动鞋品牌On 昂跑的母公司On Holding（ONON）、唯品会（VIPS）、爱奇艺、腾讯为大股东的“东南亚小腾讯”Sea Ltd和亿滋国际。其中有五只是中概股，除唯品会外均在去年四季度已排在前十位。相比去年四季度，一季度持仓未变动的百济神州保持第一位，京东由第六位升至第二位，一季度增持258.5万股、增幅199%的DoorDash由第八位升至第三位，一季度被减持487万股、降幅41%的传奇生物由第三位降至第五位，一季度被减持667万股、降幅41%的On Holding由第二位降至第六位，爱奇艺由第九位升至第八位，一季度被增持21.55万股、增幅17%的Sea由第七位降至第九位，赛富时排位保持不变，四季度分别位居第五和第十位的天境生物和理想汽车跌出前十，分别降至第12和第15位。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9029846268,"gmtCreate":1652758513154,"gmtModify":1676535156558,"author":{"id":"3580282012224345","authorId":"3580282012224345","name":"jonatha_8492","avatar":"https://static.tigerbbs.com/84fd890fccaf9eb68e7b38baae036ad0","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":9,"crmLevelSwitch":0,"idStr":"3580282012224345","authorIdStr":"3580282012224345"},"htmlText":"ko","listText":"ko","text":"ko","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029846268","repostId":2236252730,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9029807131,"gmtCreate":1652750631623,"gmtModify":1676535154501,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029807131","repostId":2236252730,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9029807332,"gmtCreate":1652750624926,"gmtModify":1676535154501,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029807332","repostId":2236252730,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9029378056,"gmtCreate":1652744137975,"gmtModify":1676535151087,"author":{"id":"4099530408830180","authorId":"4099530408830180","name":"Singapore Li","avatar":"https://static.itradeup.com/news/01aa967b85c27d1c697493c03c778342","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4099530408830180","authorIdStr":"4099530408830180"},"htmlText":"7226","listText":"7226","text":"7226","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029378056","repostId":2236252730,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":615988442,"gmtCreate":1652744097086,"gmtModify":1676533110929,"author":{"id":"3543856558202991","authorId":"3543856558202991","name":"机器人总动员员员","avatar":"https://static.tigerbbs.com/d1a543c3c8338b6b7111a2284e856678","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":7,"crmLevelSwitch":0,"idStr":"3543856558202991","authorIdStr":"3543856558202991"},"htmlText":"張磊移民了嗎？不是外國資本家嗎？","listText":"張磊移民了嗎？不是外國資本家嗎？","text":"張磊移民了嗎？不是外國資本家嗎？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/615988442","repostId":2236252730,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":88,"commentSize":5,"repostSize":0,"favoriteSize":5,"likeStatus":false,"favoriteStatus":false}}