Hhlr Advisors, Ltd.: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1762304) · Explore on the interactive board
Hhlr Advisors, Ltd. disclosed 35 US equity positions worth $832.1m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is LEGN at 20.8% of the reported book, followed by FUTU, AVBP. The top ten holdings are 85.7% of the book, and the portfolio behaves like about 8 equal-weight positions. Versus the prior filing it opened 6 new positions, added to 6, reduced 6 and exited 9. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Hhlr Advisors, Ltd. own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 6 new, 6 added, 6 reduced, 9 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | LEGN LEGEND BIOTECH CORP | Healthcare | 20.8% | $172.8m | 5,984,550 | 0% | held |
| 2 | FUTU FUTU HLDGS LTD | Financial Services | 19.9% | $165.8m | 1,768,283 | 25% | added |
| 3 | AVBP ARRIVENT BIOPHARMA INC | Healthcare | 16.4% | $136.5m | 3,929,117 | 0% | held |
| 4 | MRVL MARVELL TECHNOLOGY INC | Technology | 5.8% | $48.5m | 162,933 | -5% | reduced |
| 5 | VIPS VIPSHOP HLDGS LTD | Consumer Cyclical | 5.5% | $46.0m | 3,470,400 | 2683% | added |
| 6 | PDD PDD HOLDINGS INC | Consumer Cyclical | 4.6% | $38.1m | 500,000 | -88% | reduced |
| 7 | BEKE KE HLDGS INC | Real Estate | 3.9% | $32.2m | 2,218,377 | -48% | reduced |
| 8 | CTKB CYTEK BIOSCIENCES INC | Healthcare | 3.5% | $29.5m | 6,657,030 | 0% | held |
| 9 | ALMR ALAMAR BIOSCIENCES INC | 3.1% | $25.9m | 956,462 | – | new | |
| 10 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2.1% | $17.7m | 183,934 | -93% | reduced |
| 11 | ODYSSEY THERAPEUTICS INC | 1.9% | $15.6m | 831,656 | – | new | |
| 12 | YSG YATSEN HLDG LTD | 1.9% | $15.5m | 4,885,873 | 0% | held | |
| 13 | NBP NOVABRIDGE BIOSCIENCES | Healthcare | 1.4% | $11.7m | 5,980,568 | 0% | held |
| 14 | CTNM CONTINEUM THERAPEUTICS INC | 1.3% | $11.0m | 669,337 | 0% | held | |
| 15 | MAZE MAZE THERAPEUTICS INC | Healthcare | 1.3% | $10.9m | 366,028 | 0% | held |
| 16 | API AGORA INC | Technology | 1.0% | $8.4m | 2,098,553 | 0% | held |
| 17 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 0.9% | $7.4m | 15,510 | -0% | held |
| 18 | SGMT SAGIMET BIOSCIENCES INC | Healthcare | 0.7% | $5.6m | 724,800 | 0% | held |
| 19 | NTES NETEASE COM INC | Communication Services | 0.5% | $4.5m | 34,999 | – | new |
| 20 | GE GE AEROSPACE | Industrials | 0.5% | $3.8m | 10,043 | 0% | held |
| 21 | LITE LUMENTUM HLDGS INC | Technology | 0.3% | $2.8m | 3,300 | 120% | added |
| 22 | NVDA NVIDIA CORPORATION | Technology | 0.3% | $2.8m | 14,054 | 113% | added |
| 23 | TUYA TUYA INC | 0.3% | $2.8m | 1,564,400 | 0% | held | |
| 24 | GLW CORNING INC | Technology | 0.3% | $2.6m | 10,266 | 33% | added |
| 25 | COHR COHERENT CORP | Technology | 0.3% | $2.5m | 6,417 | 50% | added |
| 26 | WEBULL CORP | 0.2% | $2.0m | 309,857 | -79% | reduced | |
| 27 | INTC INTEL CORP | Technology | 0.2% | $2.0m | 14,300 | -51% | reduced |
| 28 | PACB PACIFIC BIOSCIENCES CALIF IN | Healthcare | 0.2% | $1.5m | 918,892 | 0% | held |
| 29 | TXN TEXAS INSTRS INC | Technology | 0.2% | $1.4m | 4,800 | – | new |
| 30 | MOGU MOGU INC | 0.2% | $1.4m | 847,510 | 0% | held | |
| 31 | GOSS GOSSAMER BIO INC | Healthcare | 0.1% | $818.7k | 4,974,041 | 0% | held |
| 32 | EQX EQUINOX GOLD CORP | Basic Materials | 0.1% | $782.5k | 80,500 | 0% | held |
| 33 | ZM ZOOM COMMUNICATIONS INC | Technology | 0.1% | $777.7k | 9,010 | – | new |
| 34 | ALGS ALIGOS THERAPEUTICS INC | 0.1% | $439.9k | 76,247 | 0% | held | |
| 35 | RIDGETECH INC | 0.0% | $204 | 136 | – | new |
What did Hhlr Advisors, Ltd. sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| ONC BEONE MEDICINES LTD | 89.4% | $307.2m |
| CWAN CLEARWATER ANALYTICS HLDGS I | 9.4% | $32.3m |
| B BARRICK MNG CORP | 0.3% | $1.0m |
| DDL DINGDONG CAYMAN LTD | 0.3% | $911.1k |
| AXIAY CENTRAIS ELET BRAS SA | 0.2% | $711.8k |
| EWW ISHARES INC | 0.2% | $662.0k |
| VNET VNET GROUP INC | 0.2% | $546.2k |
| UXIN UXIN LTD | 0.0% | $58.8k |
| RIDGETECH INC | 0.0% | $657 |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 44.4% |
| Financial Services | 19.9% |
| Consumer Cyclical | 12.2% |
| Technology | 9.5% |
| Real Estate | 3.9% |
| Communication Services | 0.5% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Hhlr Advisors, Ltd.'s portfolio?
Across every quarter Hhlr Advisors, Ltd. has filed, its median largest position is 23.1% of the book and its median top-ten weight is 89.9%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 9.0 completed holding spells, the median lasted 1.0 quarters; 35.0 positions are still open and their final length is unknown.