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...

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jonatha_8492
·2022-05-17
ko
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Youn7276
·2022-05-17
Ok
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Youn7276
·2022-05-17
Ok
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Singapore Li
·2022-05-17
7226
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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？
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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 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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 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