Hhlr Advisors, Ltd. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Hhlr Advisors, Ltd. disclosed 45 US equity positions worth $2.9bn in its Q4 2024 13F filing. The largest position was ONC at 24.3% of the reported book, followed by BABA and PDD. Against the Q3 2024 filing, it opened 5 new positions, added to 10 and reduced 10 among the top 45 holdings.
What did Hhlr Advisors, Ltd. own in Q4 2024? Top 45 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ONC BEIGENE LTD | Healthcare | 24.3% | $702.7m | 3,804,406 | -27% | reduced |
| 2 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 14.4% | $414.4m | 4,887,300 | -45% | reduced |
| 3 | PDD PDD HOLDINGS INC | Consumer Cyclical | 9.2% | $264.8m | 2,730,275 | -43% | reduced |
| 4 | NTES NETEASE INC | Communication Services | 8.0% | $231.0m | 2,588,943 | 0% | held |
| 5 | BEKE KE HLDGS INC | Real Estate | 7.2% | $207.4m | 11,261,276 | 4% | added |
| 6 | VIPS VIPSHOP HLDGS LTD | Consumer Cyclical | 6.9% | $200.4m | 14,880,002 | -5% | reduced |
| 7 | LEGN LEGEND BIOTECH CORP | Healthcare | 6.7% | $194.7m | 5,984,550 | -10% | reduced |
| 8 | AVBP ARRIVENT BIOPHARMA INC | 4.1% | $119.5m | 4,484,672 | 0% | held | |
| 9 | FUTU FUTU HLDGS LTD | Financial Services | 3.1% | $89.5m | 1,118,303 | 6% | added |
| 10 | WNS HLDGS LTD | 2.5% | $72.6m | 1,531,466 | – | new | |
| 11 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 2.2% | $62.7m | 913,842 | -48% | reduced |
| 12 | JD JD.COM INC | Consumer Cyclical | 2.0% | $58.6m | 1,690,000 | 6% | added |
| 13 | ENFUSION INC | 1.8% | $51.2m | 4,975,183 | 0% | held | |
| 14 | CTKB CYTEK BIOSCIENCES INC | Healthcare | 1.5% | $43.2m | 6,657,030 | 0% | held |
| 15 | KINIKSA PHARMACEUTICALS INTL | 1.1% | $31.3m | 1,582,635 | 0% | held | |
| 16 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 1.0% | $28.1m | 1,023,950 | 0% | held |
| 17 | YSG YATSEN HLDG LTD | 0.9% | $27.4m | 6,885,873 | -1% | reduced | |
| 18 | CTNM CONTINEUM THERAPEUTICS INC | 0.3% | $9.8m | 669,337 | 0% | held | |
| 19 | API AGORA INC | Technology | 0.3% | $8.7m | 2,098,553 | – | new |
| 20 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 0.3% | $8.5m | 435,927 | -85% | reduced |
| 21 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 0.3% | $8.4m | 42,588 | 120% | added |
| 22 | SOHU SOHU COM LTD | Communication Services | 0.2% | $6.7m | 510,484 | -28% | reduced |
| 23 | NBP I MAB | Healthcare | 0.2% | $5.1m | 5,980,568 | -13% | reduced |
| 24 | GOSS GOSSAMER BIO INC | Healthcare | 0.2% | $4.5m | 4,974,041 | 0% | held |
| 25 | SGMT SAGIMET BIOSCIENCES INC | Healthcare | 0.1% | $3.3m | 724,800 | 0% | held |
| 26 | ALGS ALIGOS THERAPEUTICS INC | 0.1% | $3.0m | 76,247 | 0% | held | |
| 27 | DHR DANAHER CORPORATION | Healthcare | 0.1% | $3.0m | 13,079 | 44% | added |
| 28 | MGX METAGENOMI INC | 0.1% | $2.8m | 777,768 | 0% | held | |
| 29 | TUYA TUYA INC | 0.1% | $2.8m | 1,564,400 | 0% | held | |
| 30 | EM SMART SH GLOBAL LTD | 0.1% | $2.8m | 3,949,700 | 0% | held | |
| 31 | GEV GE VERNOVA INC | Industrials | 0.1% | $2.6m | 7,826 | 1% | added |
| 32 | MSCI MSCI INC | Financial Services | 0.1% | $2.2m | 3,650 | – | new |
| 33 | MCO MOODYS CORP | Financial Services | 0.1% | $2.1m | 4,477 | 198% | added |
| 34 | MOGU MOGU INC | 0.1% | $1.8m | 847,510 | 0% | held | |
| 35 | GE GE AEROSPACE | Industrials | 0.1% | $1.7m | 10,328 | 81% | added |
| 36 | BEDU BRIGHT SCHOLAR ED HLDGS LTD | 0.1% | $1.7m | 988,143 | 0% | held | |
| 37 | PACB PACIFIC BIOSCIENCES CALIF IN | Healthcare | 0.1% | $1.7m | 918,892 | 0% | held |
| 38 | JOYY JOYY INC | Communication Services | 0.0% | $1.3m | 30,000 | 0% | held |
| 39 | TT TRANE TECHNOLOGIES PLC | Industrials | 0.0% | $863.5k | 2,338 | 210% | added |
| 40 | D0A DADA NEXUS LTD | 0.0% | $847.0k | 700,000 | 17% | added | |
| 41 | PYXS PYXIS ONCOLOGY INC | 0.0% | $596.9k | 382,606 | 0% | held | |
| 42 | MOMO HELLO GROUP INC | Communication Services | 0.0% | $413.2k | 53,590 | – | new |
| 43 | LAKESHORE BIOPHARMA CO LTD | 0.0% | $259.4k | 75,179 | – | new | |
| 44 | UXIN UXIN LTD | 0.0% | $88.7k | 19,156 | 0% | held | |
| 45 | CHINA JO-JO DRUGSTORES INC | 0.0% | $35.3k | 20,167 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.