Hhlr Advisors, Ltd. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Hhlr Advisors, Ltd. disclosed 49 US equity positions worth $3.5bn in its Q1 2025 13F filing. The largest position was PDD at 21.9% of the reported book, followed by BABA and FUTU. Against the Q4 2024 filing, it opened 11 new positions, added to 8 and reduced 10 among the top 49 holdings.
What did Hhlr Advisors, Ltd. own in Q1 2025? Top 49 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | PDD PDD HOLDINGS INC | Consumer Cyclical | 21.9% | $776.7m | 6,562,576 | 140% | added |
| 2 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 14.6% | $516.7m | 3,907,755 | -20% | reduced |
| 3 | FUTU FUTU HLDGS LTD | Financial Services | 12.5% | $440.9m | 4,307,492 | 285% | added |
| 4 | ONC BEIGENE LTD | Healthcare | 8.0% | $281.5m | 1,034,306 | -73% | reduced |
| 5 | NTES NETEASE INC | Communication Services | 7.8% | $274.7m | 2,668,697 | 3% | added |
| 6 | BEKE KE HLDGS INC | Real Estate | 6.8% | $240.5m | 11,973,402 | 6% | added |
| 7 | LEGN LEGEND BIOTECH CORP | Healthcare | 5.7% | $203.1m | 5,984,550 | 0% | held |
| 8 | JD JD.COM INC | Consumer Cyclical | 5.6% | $197.9m | 4,811,700 | 185% | added |
| 9 | VIPS VIPSHOP HLDGS LTD | Consumer Cyclical | 3.0% | $104.8m | 6,683,901 | -55% | reduced |
| 10 | WNS HLDGS LTD | 2.7% | $94.2m | 1,531,466 | 0% | held | |
| 11 | AVBP ARRIVENT BIOPHARMA INC | 2.3% | $82.9m | 4,484,672 | 0% | held | |
| 12 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 1.7% | $59.7m | 938,842 | 3% | added |
| 13 | ENFUSION INC | 1.6% | $55.5m | 4,975,183 | 0% | held | |
| 14 | YSG YATSEN HLDG LTD | 0.9% | $33.1m | 6,885,873 | 0% | held | |
| 15 | CTKB CYTEK BIOSCIENCES INC | Healthcare | 0.8% | $26.7m | 6,657,030 | 0% | held |
| 16 | BIDU BAIDU INC | Communication Services | 0.4% | $15.6m | 170,000 | – | new |
| 17 | LI LI AUTO INC | Consumer Cyclical | 0.4% | $15.6m | 620,000 | – | new |
| 18 | YUMC YUM CHINA HLDGS INC | Consumer Cyclical | 0.4% | $15.2m | 292,122 | – | new |
| 19 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 0.4% | $13.3m | 671,387 | 54% | added |
| 20 | BZ KANZHUN LIMITED | Communication Services | 0.3% | $11.0m | 576,339 | – | new |
| 21 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 0.2% | $8.8m | 237,332 | – | new |
| 22 | API AGORA INC | Technology | 0.2% | $8.4m | 2,098,553 | 0% | held |
| 23 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 0.2% | $6.9m | 242,342 | – | new |
| 24 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 0.2% | $5.5m | 33,000 | -23% | reduced |
| 25 | GOSS GOSSAMER BIO INC | Healthcare | 0.2% | $5.5m | 4,974,041 | 0% | held |
| 26 | MAZE MAZE THERAPEUTICS INC | 0.1% | $5.0m | 457,535 | – | new | |
| 27 | NBP I MAB | Healthcare | 0.1% | $4.9m | 5,980,568 | 0% | held |
| 28 | TUYA TUYA INC | 0.1% | $4.7m | 1,564,400 | 0% | held | |
| 29 | CTNM CONTINEUM THERAPEUTICS INC | 0.1% | $4.7m | 669,337 | 0% | held | |
| 30 | EM SMART SH GLOBAL LTD | 0.1% | $4.4m | 3,949,700 | 0% | held | |
| 31 | SOHU SOHU COM LTD | Communication Services | 0.1% | $2.7m | 201,432 | -61% | reduced |
| 32 | SGMT SAGIMET BIOSCIENCES INC | Healthcare | 0.1% | $2.4m | 724,800 | 0% | held |
| 33 | MOGU MOGU INC | 0.1% | $1.9m | 847,510 | 0% | held | |
| 34 | BEDU BRIGHT SCHOLAR ED HLDGS LTD | 0.0% | $1.7m | 988,143 | 0% | held | |
| 35 | DHR DANAHER CORPORATION | Healthcare | 0.0% | $1.6m | 8,026 | -39% | reduced |
| 36 | JOYY JOYY INC | Communication Services | 0.0% | $1.4m | 34,000 | 13% | added |
| 37 | GE GE AEROSPACE | Industrials | 0.0% | $1.4m | 6,757 | -35% | reduced |
| 38 | MCO MOODYS CORP | Financial Services | 0.0% | $1.2m | 2,637 | -41% | reduced |
| 39 | MSCI MSCI INC | Financial Services | 0.0% | $1.2m | 2,128 | -42% | reduced |
| 40 | CHINA YUCHAI INTL LTD | 0.0% | $1.2m | 70,000 | – | new | |
| 41 | PACB PACIFIC BIOSCIENCES CALIF IN | Healthcare | 0.0% | $1.1m | 918,892 | 0% | held |
| 42 | WB WEIBO CORP | Communication Services | 0.0% | $947.0k | 100,000 | – | new |
| 43 | XYF X FINL | 0.0% | $719.5k | 50,000 | – | new | |
| 44 | ALGS ALIGOS THERAPEUTICS INC | 0.0% | $629.0k | 76,247 | 0% | held | |
| 45 | ECARX HOLDINGS INC | 0.0% | $504.0k | 400,000 | – | new | |
| 46 | MGX METAGENOMI INC | 0.0% | $205.0k | 150,699 | -81% | reduced | |
| 47 | LAKESHORE BIOPHARMA CO LTD | 0.0% | $181.9k | 75,179 | 0% | held | |
| 48 | UXIN UXIN LTD | 0.0% | $76.4k | 19,156 | 0% | held | |
| 49 | RIDGETECH INC | 0.0% | $21.2k | 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.