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JustinHou
2022-11-15
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Continuing to be optimistic about Chinese assets, Hillhouse HHLR increased its holdings of Pinduoduo in the third quarter and increased its positions in two Chinese concept new energy stocks
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After the clearance in the first quarter, Pinduoduo, who bought the bottom in the second quarter, increased his holdings by more than 600,000 shares, ranking among the top ten; Ali, who was also bargain-hunting in the second quarter, also increased its holdings in the third quarter, rising from the eighth largest holding to the seventh place; The number of shares increased in Daqo New Energy and JinkoSolar both exceeded 10%; Clearing Sea, the fifth largest holding in the second quarter, and buying Zoom at the bottom. In the third quarter of this year, the U.S. stock market fell for the third consecutive quarter, but Hillhouse Capital continued its investment focus in the second quarter and continued to be optimistic about Chinese assets. Continue to bet on the new energy field.</p><p>On Monday, November 14th, Eastern Time, HHLR Advisors, a fund management institution specializing in secondary investment under Hillhouse Capital, announced the 13F document submitted to the US Securities and Exchange Commission, showing that HHLR made centralized adjustments and allocations around Chinese concept stocks and new energy in the third quarter. Companies invested in the primary market such as Manbang locked in profits, and increased their holdings and new purchases in 9 Chinese concept stocks such as Pinduoduo and Legend Bio.</p><p>At the same time, HHLR continues to be optimistic about new energy, adding positions to Daqo New Energy and JinkoSolar.</p><p>As in the second quarter, Chinese concept stocks accounted for seven of the top ten holdings</p><p>As of the end of the third quarter, HHLR's top ten holdings were:</p><p>1. BeiGene (BGNE); 2. Cloud software giant Salesforce (Salesforce, Code CRM); 3. JD.com (JD); 4. \"American version of Meituan\" DoorDash (DASH); 5. Legendary Creatures (LEGN); 6. Shell House Search (BEKE); 7. Alibaba (BABA); 8. Vipshop (VIPS); 9. Biotechnology company Cytek (CTKB); 10. Pinduoduo (PDD). As in the second quarter, seven of the top ten awkward stocks are still Chinese concept stocks. Among them, the ranking of Legend Bio rose from the seventh place in the second quarter to the fifth place, and the top ten newly promoted Shell House Search in the second quarter rose from the ninth place. rose to sixth place, Alibaba rose from eighth place to seventh place, and Pinduoduo was newly promoted to the top ten; JD.com dropped from the second place to the third place, Vipshop dropped from the sixth place to the eighth place, and Daqo New Energy (DQ), a new face among the top ten holdings in the second quarter, failed to maintain the top ten status.</p><p>Overall, among all U.S. stock positions held by HHLR in the third quarter, the total market value held by Chinese concept stocks accounted for more than 60%. At the same time, HHLR increased its holdings and new purchases in 9 Chinese concept stocks in the third quarter. Operations continue to show that the HHLR investment team is optimistic about Chinese assets.</p><p>In addition to JD.com, HHLR also reduced its holdings of Perfect Diary in the third quarter, and continued to reduce its holdings of On Holding (ONON), the parent company of Manbang and Swiss sports shoe brand On. It is understood that these companies are investments made by Hillhouse in the primary market, which belong to the normal reduction and withdrawal of funds.</p><p>Alibaba and Pinduoduo increased their holdings in the third quarter after bargain hunting in the second quarter</p><p>Wall Street News noticed that HHLR significantly reduced its holdings of 92% of Pinduoduo stocks in the fourth quarter of last year, completely cleared its position in the first quarter of this year, and opened a position in Pinduoduo again in the second quarter. In the second quarter, Alibaba was \"bargain-hunted\" by HHLR along with Pinduoduo. In the third quarter, HHLR further increased its holdings of these two Chinese concept leaders.</p><p>In the third quarter, HHLR increased its holdings of Pinduoduo by more than 600,000 shares, an increase of 1.56% compared with the second quarter. The total position value exceeded US $125 million. Alibaba increased its holdings by nearly 350,000 shares, with its position close to US $224 million.</p><p>It is worth noting that in the third quarter, Bridgewater Fund, the world's largest hedge fund, and 100 billion private equity Jinglin Assets both increased their positions in Pinduoduo.</p><p>Among them, Jinglin aggressively increased its position in Pinduoduo, increasing its holdings by 1.23 million shares. The number of shares held surged by 61% compared with the second quarter, and the market value of the position was US $203 million. Pinduoduo also jumped to Jinglin's second largest holding in the third quarter, second only to Keike, the largest holding with a position worth US $286 million.</p><p>In addition to Pinduoduo and Keike, among Jinglin's top ten holdings in the third quarter, there are six Zhonggai stocks: NetEase, JD.com, Manbang, ZTO Express, Futu Holdings, and Kanzhun.com, which operates Boss Direct Employment. The only two non-Chinese concept stocks are Sea Ltd (SE) and DoorDash, the \"Southeast Asian small Tencent\" with Tencent as the major shareholder.</p><p>In the third quarter, the number of shares held by Bridgewater Fund in Pinduoduo increased by 5% month-on-month, and the market value of Pinduoduo's holdings was US $317 million, making it the 12th largest holding in Bridgewater's US stocks. In the quarter, Nio, a new car-making force, also received an increase in Bridgewater's holdings, and the number of shares held increased by 6% month-on-month. Even if Nio's stock price fell by nearly 28% in the third quarter, it did not prevent Bridgewater from bucking the trend and increasing its positions.</p><p>Clearance of Sea's fifth largest holding in the second quarter, bargain-hunting Zoom</p><p>By the end of the second quarter of this year, HHLR also held 4.36 million shares of Sea Ltd (SE), worth more than $290 million. By the third quarter, HHLR cleared Sea. Sea was also the heavyweight stock with the largest HHLR adjustment in the third quarter. As of the close of trading on Monday, in the first three quarters of this year, the share price of Sea listed in the United States has fallen by nearly 80%.</p><p>HHLR once again opened a position in Zoom and bought 420,000 shares of Zoom, with a market value of more than 30.9 million US dollars.</p><p>Data show that Hillhouse invested in Zoom in the primary market in 2014 and went public in 2019. Affected by the epidemic, Zoom's stock price soared by nearly 400% in 2020, and Zoom has also become another representative of Hillhouse's ten-fold stock. After holding it for 7 years, HHLR began to reduce its holdings of Zoom one after another. This time, HHLR once again bought Zoom at a low level to build a position.</p><p>Public information shows that Zoom's stock price fell to the level of $70 in the third quarter of this year, close to the lowest level in history.</p><p>Also in the third quarter, \"Sister Wood\" Cathie Wood also bought Zoom. Public information shows that two funds of Ark Invest, an investment company owned by Sister Mu, bought more than 800,000 Zoom shares in August.</p><p>New energy is still a heavy position, Daqo New Energy and JinkoSolar both increased their holdings by more than 10%</p><p>In the third quarter, HHLR continued its investment logic in technology and new energy.</p><p>In terms of technology investment, HHLR continued to increase its holdings in SAIFTSE, Microsoft, and Amazon in the third quarter, and SAIFTSE also became HHLR's second largest holding in the third quarter.</p><p>In the direction of new energy, HHLR continued to increase its investment in two photovoltaic industry chain companies, Daqo New Energy and JinkoSolar Holdings, in the third quarter, increasing its positions by 215,000 shares and 151,000 shares respectively, and the number of shares held was higher than that of the second quarter respectively. The growth exceeded 11% and 13% at the end of the quarter.</p><p>Wall Street News previously mentioned that Daqo New Energy was HHLR's tenth largest holding in the second quarter. In the second quarter, HHLR not only opened a position in Jinko New Energy, but also bought 1.14 million shares in a large amount. The market value of the position in the quarter was nearly US $79 million, ranking 16th.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"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>Continuing to be optimistic about Chinese assets, Hillhouse HHLR increased its holdings of Pinduoduo in the third quarter and increased its positions in two Chinese concept new energy stocks</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nContinuing to be optimistic about Chinese assets, Hillhouse HHLR increased its holdings of Pinduoduo in the third quarter and increased its positions in two Chinese concept new energy stocks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-11-15 07:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In the third quarter, seven of Hillhouse HHLR's top ten holdings were still Chinese concept stocks. After the clearance in the first quarter, Pinduoduo, who bought the bottom in the second quarter, increased his holdings by more than 600,000 shares, ranking among the top ten; Ali, who was also bargain-hunting in the second quarter, also increased its holdings in the third quarter, rising from the eighth largest holding to the seventh place; The number of shares increased in Daqo New Energy and JinkoSolar both exceeded 10%; Clearing Sea, the fifth largest holding in the second quarter, and buying Zoom at the bottom. In the third quarter of this year, the U.S. stock market fell for the third consecutive quarter, but Hillhouse Capital continued its investment focus in the second quarter and continued to be optimistic about Chinese assets. Continue to bet on the new energy field.</p><p>On Monday, November 14th, Eastern Time, HHLR Advisors, a fund management institution specializing in secondary investment under Hillhouse Capital, announced the 13F document submitted to the US Securities and Exchange Commission, showing that HHLR made centralized adjustments and allocations around Chinese concept stocks and new energy in the third quarter. Companies invested in the primary market such as Manbang locked in profits, and increased their holdings and new purchases in 9 Chinese concept stocks such as Pinduoduo and Legend Bio.</p><p>At the same time, HHLR continues to be optimistic about new energy, adding positions to Daqo New Energy and JinkoSolar.</p><p>As in the second quarter, Chinese concept stocks accounted for seven of the top ten holdings</p><p>As of the end of the third quarter, HHLR's top ten holdings were:</p><p>1. BeiGene (BGNE); 2. Cloud software giant Salesforce (Salesforce, Code CRM); 3. JD.com (JD); 4. \"American version of Meituan\" DoorDash (DASH); 5. Legendary Creatures (LEGN); 6. Shell House Search (BEKE); 7. Alibaba (BABA); 8. Vipshop (VIPS); 9. Biotechnology company Cytek (CTKB); 10. Pinduoduo (PDD). As in the second quarter, seven of the top ten awkward stocks are still Chinese concept stocks. Among them, the ranking of Legend Bio rose from the seventh place in the second quarter to the fifth place, and the top ten newly promoted Shell House Search in the second quarter rose from the ninth place. rose to sixth place, Alibaba rose from eighth place to seventh place, and Pinduoduo was newly promoted to the top ten; JD.com dropped from the second place to the third place, Vipshop dropped from the sixth place to the eighth place, and Daqo New Energy (DQ), a new face among the top ten holdings in the second quarter, failed to maintain the top ten status.</p><p>Overall, among all U.S. stock positions held by HHLR in the third quarter, the total market value held by Chinese concept stocks accounted for more than 60%. At the same time, HHLR increased its holdings and new purchases in 9 Chinese concept stocks in the third quarter. Operations continue to show that the HHLR investment team is optimistic about Chinese assets.</p><p>In addition to JD.com, HHLR also reduced its holdings of Perfect Diary in the third quarter, and continued to reduce its holdings of On Holding (ONON), the parent company of Manbang and Swiss sports shoe brand On. It is understood that these companies are investments made by Hillhouse in the primary market, which belong to the normal reduction and withdrawal of funds.</p><p>Alibaba and Pinduoduo increased their holdings in the third quarter after bargain hunting in the second quarter</p><p>Wall Street News noticed that HHLR significantly reduced its holdings of 92% of Pinduoduo stocks in the fourth quarter of last year, completely cleared its position in the first quarter of this year, and opened a position in Pinduoduo again in the second quarter. In the second quarter, Alibaba was \"bargain-hunted\" by HHLR along with Pinduoduo. In the third quarter, HHLR further increased its holdings of these two Chinese concept leaders.</p><p>In the third quarter, HHLR increased its holdings of Pinduoduo by more than 600,000 shares, an increase of 1.56% compared with the second quarter. The total position value exceeded US $125 million. Alibaba increased its holdings by nearly 350,000 shares, with its position close to US $224 million.</p><p>It is worth noting that in the third quarter, Bridgewater Fund, the world's largest hedge fund, and 100 billion private equity Jinglin Assets both increased their positions in Pinduoduo.</p><p>Among them, Jinglin aggressively increased its position in Pinduoduo, increasing its holdings by 1.23 million shares. The number of shares held surged by 61% compared with the second quarter, and the market value of the position was US $203 million. Pinduoduo also jumped to Jinglin's second largest holding in the third quarter, second only to Keike, the largest holding with a position worth US $286 million.</p><p>In addition to Pinduoduo and Keike, among Jinglin's top ten holdings in the third quarter, there are six Zhonggai stocks: NetEase, JD.com, Manbang, ZTO Express, Futu Holdings, and Kanzhun.com, which operates Boss Direct Employment. The only two non-Chinese concept stocks are Sea Ltd (SE) and DoorDash, the \"Southeast Asian small Tencent\" with Tencent as the major shareholder.</p><p>In the third quarter, the number of shares held by Bridgewater Fund in Pinduoduo increased by 5% month-on-month, and the market value of Pinduoduo's holdings was US $317 million, making it the 12th largest holding in Bridgewater's US stocks. In the quarter, Nio, a new car-making force, also received an increase in Bridgewater's holdings, and the number of shares held increased by 6% month-on-month. Even if Nio's stock price fell by nearly 28% in the third quarter, it did not prevent Bridgewater from bucking the trend and increasing its positions.</p><p>Clearance of Sea's fifth largest holding in the second quarter, bargain-hunting Zoom</p><p>By the end of the second quarter of this year, HHLR also held 4.36 million shares of Sea Ltd (SE), worth more than $290 million. By the third quarter, HHLR cleared Sea. Sea was also the heavyweight stock with the largest HHLR adjustment in the third quarter. As of the close of trading on Monday, in the first three quarters of this year, the share price of Sea listed in the United States has fallen by nearly 80%.</p><p>HHLR once again opened a position in Zoom and bought 420,000 shares of Zoom, with a market value of more than 30.9 million US dollars.</p><p>Data show that Hillhouse invested in Zoom in the primary market in 2014 and went public in 2019. Affected by the epidemic, Zoom's stock price soared by nearly 400% in 2020, and Zoom has also become another representative of Hillhouse's ten-fold stock. After holding it for 7 years, HHLR began to reduce its holdings of Zoom one after another. This time, HHLR once again bought Zoom at a low level to build a position.</p><p>Public information shows that Zoom's stock price fell to the level of $70 in the third quarter of this year, close to the lowest level in history.</p><p>Also in the third quarter, \"Sister Wood\" Cathie Wood also bought Zoom. Public information shows that two funds of Ark Invest, an investment company owned by Sister Mu, bought more than 800,000 Zoom shares in August.</p><p>New energy is still a heavy position, Daqo New Energy and JinkoSolar both increased their holdings by more than 10%</p><p>In the third quarter, HHLR continued its investment logic in technology and new energy.</p><p>In terms of technology investment, HHLR continued to increase its holdings in SAIFTSE, Microsoft, and Amazon in the third quarter, and SAIFTSE also became HHLR's second largest holding in the third quarter.</p><p>In the direction of new energy, HHLR continued to increase its investment in two photovoltaic industry chain companies, Daqo New Energy and JinkoSolar Holdings, in the third quarter, increasing its positions by 215,000 shares and 151,000 shares respectively, and the number of shares held was higher than that of the second quarter respectively. The growth exceeded 11% and 13% at the end of the quarter.</p><p>Wall Street News previously mentioned that Daqo New Energy was HHLR's tenth largest holding in the second quarter. In the second quarter, HHLR not only opened a position in Jinko New Energy, but also bought 1.14 million shares in a large amount. The market value of the position in the quarter was nearly US $79 million, ranking 16th.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3674959\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{"ZM":"Zoom","DQ":"大全新能源","09988":"阿里巴巴-W","JKS":"晶科能源","SE":"Sea Ltd","BABA":"阿里巴巴","PDD":"拼多多"},"source_url":"https://wallstreetcn.com/articles/3674959","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195286651","content_text":"三季度高瓴HHLR的十大重仓股中依然有七只是中概股，一季度清仓后二季度抄底的拼多多被增持逾60万股，持仓跻身前十；同样二季度抄底的阿里三季度也获增持，从第八大重仓股升至第七位；对大全新能源和晶科能源增持股数均超过10%；清仓二季度第五大重仓股Sea，抄底Zoom。今年第三季度，美股大盘连续第三季累计下跌，但高瓴资本延续了二季度的投资重点，继续看好中国资产，中概股在十大重仓股中保持着七成的高占比，而且继续押注新能源领域。美东时间11月14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HHLR三季度围绕中概股和新能源进行集中调整和配置，减持满帮等一级市场投资的公司，锁定收益，对拼多多、传奇生物等9只中概股进行了增持、新进买入等加仓操作。同时，HHLR继续看好新能源，加仓大全新能源与晶科能源。和二季度一样 十大重仓股中 中概股占七席截至三季度末，HHLR的十大重仓股分别是：一、百济神州（BGNE）； 二、云软件巨头赛富时（Salesforce、代码CRM）；三、京东（JD）；四、“美版美团”DoorDash（DASH）；五、传奇生物（LEGN）；六、贝壳找房（BEKE）；七、阿里巴巴（BABA）；八、唯品会（VIPS）；九、生物科技公司Cytek（CTKB）；十、拼多多（PDD）。和二季度一样，十大重仓股中仍有七只是中概股，其中，传奇生物的排名从二季度的第七位升至第五位，二季度新晋前十的贝壳找房从第九位升至第六位，阿里从第八位升至第七位，拼多多新晋前十；而京东从第二位降至第三位，唯品会从第六位降至第八位，二季度十大重仓股中的新面孔——大全新能源（DQ）未能保住前十的地位。整体看，在HHLR三季度全部美股持仓中，中概股合计持有市值占比超过60%，同时HHLR在三季度共对9只中概股进行了增持、新进买入等加仓操作，继续表明了HHLR投资团队对中国资产的看好。除了京东，HHLR三季度还减持了完美日记、继续减持满帮和瑞士运动鞋品牌On 昂跑的母公司On Holding（ONON）。据了解，这几家公司是高瓴在一级市场进行的投资，属于基金正常减持退出。二季度抄底阿里和拼多多后 三季度又增持华尔街见闻注意到，HHLR去年四季度大幅减持92%的所持拼多多股票，今年一季度彻底清仓，二季度再度建仓拼多多。二季度和拼多多一道被HHLR“抄底”的还有阿里巴巴。三季度，HHLR进一步增持这两只中概龙头。三季度HHLR增持拼多多超过60万股，相比二季度持股数增加1.56%，总持仓价值超过1.25亿美元，阿里增持将近35万股，持仓接近2.24亿美元。值得注意的是，三季度，全球最大对冲基金桥水基金和千亿私募景林资产都加仓了拼多多。其中景林大举加仓拼多多，增持123万股，持股数较二季度激增61%，持仓市值为2.03亿美元，拼多多也跃升至景林三季度的第二大重仓股，仅次于持仓价值2.86亿美元的最大重仓股贝壳。除了拼多多和贝壳外，景林三季度的十大重仓股中，还有网易、京东、满帮、中通快递、富途控股、经营Boss直聘的看准网六只中概。唯二的两只非中概股分别是，腾讯为大股东的“东南亚小腾讯”Sea Ltd（SE）以及DoorDash。三季度桥水基金对拼多多的持股数量环比增长5%，拼多多持仓市值3.17亿美元，成为桥水美股的第12大重仓股。当季，造车新势力蔚来也获得桥水增持，持股数量环比增加6%。即便蔚来股价三季度累计下跌近28%，也未阻碍桥水基金逆势加仓。清仓二季度第五大重仓股Sea 抄底Zoom到今年二季度末，HHLR还持有Sea Ltd（SE）436万股，价值逾2.9亿美元。到了三季度，HHLR将Sea清仓。Sea也是三季度HHLR调整最大的重仓股。截至本周一收盘，今年前三季度，在美上市的Sea股价已经累计下跌将近80%。HHLR再度建仓Zoom，买进42万股Zoom，市值超过3090万美元。资料显示，高瓴在2014年便在一级市场投资Zoom，2019年上市。受疫情影响，Zoom在2020年股价飙涨近400%，Zoom也成为高瓴又一个十倍股的代表。持有7年后，HHLR开始陆续减持Zoom。此次HHLR再次低位买入Zoom建仓。公开信息显示，今年三季度Zoom股价跌向70美元的水平，接近历史最低水平。同在三季度，“木头姐”Cathie Wood也出手买入了Zoom。公开信息显示，木头姐旗下投资公司Ark Invest的两只基金8月买入逾80万股Zoom股票。新能源依旧是重仓方向 大全新能源和晶科能源均增持超过10%三季度，HHLR延续了对科技和新能源的投资逻辑。科技投资方向上，HHLR在三季度对赛富时、微软、亚马逊继续增持，赛富时在三季度也成为了HHLR的第二大重仓股。新能源方向上，HHLR在三季度继续加大了对大全新能源和晶科能源控股两只光伏产业链企业的投资力度，分别加仓21.5万股和15.1万股，持股数分别较二季度末增长超过11%和13%。华尔街见闻此前提到，大全新能源是HHLR二季度第十大重仓股，二季度HHLR不但建仓晶科新能源，而且大举买入114万股，持仓当季市值将近7900万美元，处于第16位。","news_type":1,"symbols_score_info":{"BABA":0.9,"DQ":0.9,"09988":0.9,"PDD":0.9,"SE":0.9,"ZM":0.9,"JKS":0.9}},"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":667056952,"gmtCreate":1668469607078,"gmtModify":1676538060303,"author":{"id":"4094963079349400","authorId":"4094963079349400","name":"JustinHou","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094963079349400","authorIdStr":"4094963079349400"},"themes":[],"htmlText":"so？","listText":"so？","text":"so？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/667056952","repostId":"1195286651","repostType":2,"repost":{"id":"1195286651","kind":"news","pubTimestamp":1668468085,"share":"https://ttm.financial/m/news/1195286651?lang=en_US&edition=fundamental","pubTime":"2022-11-15 07:21","market":"hk","language":"zh","title":"Continuing to be optimistic about Chinese assets, Hillhouse HHLR increased its holdings of Pinduoduo in the third quarter and increased its positions in two Chinese concept new energy stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1195286651","media":"华尔街见闻","summary":"三季度高瓴HHLR的十大重仓股中依然有七只是中概股，一季度清仓后二季度抄底的拼多多被增持逾60万股，持仓跻身前十；同样二季度抄底的阿里三季度也获增持，从第八大重仓股升至第七位；对大全新能源和晶科能源增","content":"<p><html><head></head><body>In the third quarter, seven of Hillhouse HHLR's top ten holdings were still Chinese concept stocks. After the clearance in the first quarter, Pinduoduo, who bought the bottom in the second quarter, increased his holdings by more than 600,000 shares, ranking among the top ten; Ali, who was also bargain-hunting in the second quarter, also increased its holdings in the third quarter, rising from the eighth largest holding to the seventh place; The number of shares increased in Daqo New Energy and JinkoSolar both exceeded 10%; Clearing Sea, the fifth largest holding in the second quarter, and buying Zoom at the bottom. In the third quarter of this year, the U.S. stock market fell for the third consecutive quarter, but Hillhouse Capital continued its investment focus in the second quarter and continued to be optimistic about Chinese assets. Continue to bet on the new energy field.</p><p>On Monday, November 14th, Eastern Time, HHLR Advisors, a fund management institution specializing in secondary investment under Hillhouse Capital, announced the 13F document submitted to the US Securities and Exchange Commission, showing that HHLR made centralized adjustments and allocations around Chinese concept stocks and new energy in the third quarter. Companies invested in the primary market such as Manbang locked in profits, and increased their holdings and new purchases in 9 Chinese concept stocks such as Pinduoduo and Legend Bio.</p><p>At the same time, HHLR continues to be optimistic about new energy, adding positions to Daqo New Energy and JinkoSolar.</p><p>As in the second quarter, Chinese concept stocks accounted for seven of the top ten holdings</p><p>As of the end of the third quarter, HHLR's top ten holdings were:</p><p>1. BeiGene (BGNE); 2. Cloud software giant Salesforce (Salesforce, Code CRM); 3. JD.com (JD); 4. \"American version of Meituan\" DoorDash (DASH); 5. Legendary Creatures (LEGN); 6. Shell House Search (BEKE); 7. Alibaba (BABA); 8. Vipshop (VIPS); 9. Biotechnology company Cytek (CTKB); 10. Pinduoduo (PDD). As in the second quarter, seven of the top ten awkward stocks are still Chinese concept stocks. Among them, the ranking of Legend Bio rose from the seventh place in the second quarter to the fifth place, and the top ten newly promoted Shell House Search in the second quarter rose from the ninth place. rose to sixth place, Alibaba rose from eighth place to seventh place, and Pinduoduo was newly promoted to the top ten; JD.com dropped from the second place to the third place, Vipshop dropped from the sixth place to the eighth place, and Daqo New Energy (DQ), a new face among the top ten holdings in the second quarter, failed to maintain the top ten status.</p><p>Overall, among all U.S. stock positions held by HHLR in the third quarter, the total market value held by Chinese concept stocks accounted for more than 60%. At the same time, HHLR increased its holdings and new purchases in 9 Chinese concept stocks in the third quarter. Operations continue to show that the HHLR investment team is optimistic about Chinese assets.</p><p>In addition to JD.com, HHLR also reduced its holdings of Perfect Diary in the third quarter, and continued to reduce its holdings of On Holding (ONON), the parent company of Manbang and Swiss sports shoe brand On. It is understood that these companies are investments made by Hillhouse in the primary market, which belong to the normal reduction and withdrawal of funds.</p><p>Alibaba and Pinduoduo increased their holdings in the third quarter after bargain hunting in the second quarter</p><p>Wall Street News noticed that HHLR significantly reduced its holdings of 92% of Pinduoduo stocks in the fourth quarter of last year, completely cleared its position in the first quarter of this year, and opened a position in Pinduoduo again in the second quarter. In the second quarter, Alibaba was \"bargain-hunted\" by HHLR along with Pinduoduo. In the third quarter, HHLR further increased its holdings of these two Chinese concept leaders.</p><p>In the third quarter, HHLR increased its holdings of Pinduoduo by more than 600,000 shares, an increase of 1.56% compared with the second quarter. The total position value exceeded US $125 million. Alibaba increased its holdings by nearly 350,000 shares, with its position close to US $224 million.</p><p>It is worth noting that in the third quarter, Bridgewater Fund, the world's largest hedge fund, and 100 billion private equity Jinglin Assets both increased their positions in Pinduoduo.</p><p>Among them, Jinglin aggressively increased its position in Pinduoduo, increasing its holdings by 1.23 million shares. The number of shares held surged by 61% compared with the second quarter, and the market value of the position was US $203 million. Pinduoduo also jumped to Jinglin's second largest holding in the third quarter, second only to Keike, the largest holding with a position worth US $286 million.</p><p>In addition to Pinduoduo and Keike, among Jinglin's top ten holdings in the third quarter, there are six Zhonggai stocks: NetEase, JD.com, Manbang, ZTO Express, Futu Holdings, and Kanzhun.com, which operates Boss Direct Employment. The only two non-Chinese concept stocks are Sea Ltd (SE) and DoorDash, the \"Southeast Asian small Tencent\" with Tencent as the major shareholder.</p><p>In the third quarter, the number of shares held by Bridgewater Fund in Pinduoduo increased by 5% month-on-month, and the market value of Pinduoduo's holdings was US $317 million, making it the 12th largest holding in Bridgewater's US stocks. In the quarter, Nio, a new car-making force, also received an increase in Bridgewater's holdings, and the number of shares held increased by 6% month-on-month. Even if Nio's stock price fell by nearly 28% in the third quarter, it did not prevent Bridgewater from bucking the trend and increasing its positions.</p><p>Clearance of Sea's fifth largest holding in the second quarter, bargain-hunting Zoom</p><p>By the end of the second quarter of this year, HHLR also held 4.36 million shares of Sea Ltd (SE), worth more than $290 million. By the third quarter, HHLR cleared Sea. Sea was also the heavyweight stock with the largest HHLR adjustment in the third quarter. As of the close of trading on Monday, in the first three quarters of this year, the share price of Sea listed in the United States has fallen by nearly 80%.</p><p>HHLR once again opened a position in Zoom and bought 420,000 shares of Zoom, with a market value of more than 30.9 million US dollars.</p><p>Data show that Hillhouse invested in Zoom in the primary market in 2014 and went public in 2019. Affected by the epidemic, Zoom's stock price soared by nearly 400% in 2020, and Zoom has also become another representative of Hillhouse's ten-fold stock. After holding it for 7 years, HHLR began to reduce its holdings of Zoom one after another. This time, HHLR once again bought Zoom at a low level to build a position.</p><p>Public information shows that Zoom's stock price fell to the level of $70 in the third quarter of this year, close to the lowest level in history.</p><p>Also in the third quarter, \"Sister Wood\" Cathie Wood also bought Zoom. Public information shows that two funds of Ark Invest, an investment company owned by Sister Mu, bought more than 800,000 Zoom shares in August.</p><p>New energy is still a heavy position, Daqo New Energy and JinkoSolar both increased their holdings by more than 10%</p><p>In the third quarter, HHLR continued its investment logic in technology and new energy.</p><p>In terms of technology investment, HHLR continued to increase its holdings in SAIFTSE, Microsoft, and Amazon in the third quarter, and SAIFTSE also became HHLR's second largest holding in the third quarter.</p><p>In the direction of new energy, HHLR continued to increase its investment in two photovoltaic industry chain companies, Daqo New Energy and JinkoSolar Holdings, in the third quarter, increasing its positions by 215,000 shares and 151,000 shares respectively, and the number of shares held was higher than that of the second quarter respectively. The growth exceeded 11% and 13% at the end of the quarter.</p><p>Wall Street News previously mentioned that Daqo New Energy was HHLR's tenth largest holding in the second quarter. In the second quarter, HHLR not only opened a position in Jinko New Energy, but also bought 1.14 million shares in a large amount. The market value of the position in the quarter was nearly US $79 million, ranking 16th.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"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>Continuing to be optimistic about Chinese assets, Hillhouse HHLR increased its holdings of Pinduoduo in the third quarter and increased its positions in two Chinese concept new energy stocks</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nContinuing to be optimistic about Chinese assets, Hillhouse HHLR increased its holdings of Pinduoduo in the third quarter and increased its positions in two Chinese concept new energy stocks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-11-15 07:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In the third quarter, seven of Hillhouse HHLR's top ten holdings were still Chinese concept stocks. After the clearance in the first quarter, Pinduoduo, who bought the bottom in the second quarter, increased his holdings by more than 600,000 shares, ranking among the top ten; Ali, who was also bargain-hunting in the second quarter, also increased its holdings in the third quarter, rising from the eighth largest holding to the seventh place; The number of shares increased in Daqo New Energy and JinkoSolar both exceeded 10%; Clearing Sea, the fifth largest holding in the second quarter, and buying Zoom at the bottom. In the third quarter of this year, the U.S. stock market fell for the third consecutive quarter, but Hillhouse Capital continued its investment focus in the second quarter and continued to be optimistic about Chinese assets. Continue to bet on the new energy field.</p><p>On Monday, November 14th, Eastern Time, HHLR Advisors, a fund management institution specializing in secondary investment under Hillhouse Capital, announced the 13F document submitted to the US Securities and Exchange Commission, showing that HHLR made centralized adjustments and allocations around Chinese concept stocks and new energy in the third quarter. Companies invested in the primary market such as Manbang locked in profits, and increased their holdings and new purchases in 9 Chinese concept stocks such as Pinduoduo and Legend Bio.</p><p>At the same time, HHLR continues to be optimistic about new energy, adding positions to Daqo New Energy and JinkoSolar.</p><p>As in the second quarter, Chinese concept stocks accounted for seven of the top ten holdings</p><p>As of the end of the third quarter, HHLR's top ten holdings were:</p><p>1. BeiGene (BGNE); 2. Cloud software giant Salesforce (Salesforce, Code CRM); 3. JD.com (JD); 4. \"American version of Meituan\" DoorDash (DASH); 5. Legendary Creatures (LEGN); 6. Shell House Search (BEKE); 7. Alibaba (BABA); 8. Vipshop (VIPS); 9. Biotechnology company Cytek (CTKB); 10. Pinduoduo (PDD). As in the second quarter, seven of the top ten awkward stocks are still Chinese concept stocks. Among them, the ranking of Legend Bio rose from the seventh place in the second quarter to the fifth place, and the top ten newly promoted Shell House Search in the second quarter rose from the ninth place. rose to sixth place, Alibaba rose from eighth place to seventh place, and Pinduoduo was newly promoted to the top ten; JD.com dropped from the second place to the third place, Vipshop dropped from the sixth place to the eighth place, and Daqo New Energy (DQ), a new face among the top ten holdings in the second quarter, failed to maintain the top ten status.</p><p>Overall, among all U.S. stock positions held by HHLR in the third quarter, the total market value held by Chinese concept stocks accounted for more than 60%. At the same time, HHLR increased its holdings and new purchases in 9 Chinese concept stocks in the third quarter. Operations continue to show that the HHLR investment team is optimistic about Chinese assets.</p><p>In addition to JD.com, HHLR also reduced its holdings of Perfect Diary in the third quarter, and continued to reduce its holdings of On Holding (ONON), the parent company of Manbang and Swiss sports shoe brand On. It is understood that these companies are investments made by Hillhouse in the primary market, which belong to the normal reduction and withdrawal of funds.</p><p>Alibaba and Pinduoduo increased their holdings in the third quarter after bargain hunting in the second quarter</p><p>Wall Street News noticed that HHLR significantly reduced its holdings of 92% of Pinduoduo stocks in the fourth quarter of last year, completely cleared its position in the first quarter of this year, and opened a position in Pinduoduo again in the second quarter. In the second quarter, Alibaba was \"bargain-hunted\" by HHLR along with Pinduoduo. In the third quarter, HHLR further increased its holdings of these two Chinese concept leaders.</p><p>In the third quarter, HHLR increased its holdings of Pinduoduo by more than 600,000 shares, an increase of 1.56% compared with the second quarter. The total position value exceeded US $125 million. Alibaba increased its holdings by nearly 350,000 shares, with its position close to US $224 million.</p><p>It is worth noting that in the third quarter, Bridgewater Fund, the world's largest hedge fund, and 100 billion private equity Jinglin Assets both increased their positions in Pinduoduo.</p><p>Among them, Jinglin aggressively increased its position in Pinduoduo, increasing its holdings by 1.23 million shares. The number of shares held surged by 61% compared with the second quarter, and the market value of the position was US $203 million. Pinduoduo also jumped to Jinglin's second largest holding in the third quarter, second only to Keike, the largest holding with a position worth US $286 million.</p><p>In addition to Pinduoduo and Keike, among Jinglin's top ten holdings in the third quarter, there are six Zhonggai stocks: NetEase, JD.com, Manbang, ZTO Express, Futu Holdings, and Kanzhun.com, which operates Boss Direct Employment. The only two non-Chinese concept stocks are Sea Ltd (SE) and DoorDash, the \"Southeast Asian small Tencent\" with Tencent as the major shareholder.</p><p>In the third quarter, the number of shares held by Bridgewater Fund in Pinduoduo increased by 5% month-on-month, and the market value of Pinduoduo's holdings was US $317 million, making it the 12th largest holding in Bridgewater's US stocks. In the quarter, Nio, a new car-making force, also received an increase in Bridgewater's holdings, and the number of shares held increased by 6% month-on-month. Even if Nio's stock price fell by nearly 28% in the third quarter, it did not prevent Bridgewater from bucking the trend and increasing its positions.</p><p>Clearance of Sea's fifth largest holding in the second quarter, bargain-hunting Zoom</p><p>By the end of the second quarter of this year, HHLR also held 4.36 million shares of Sea Ltd (SE), worth more than $290 million. By the third quarter, HHLR cleared Sea. Sea was also the heavyweight stock with the largest HHLR adjustment in the third quarter. As of the close of trading on Monday, in the first three quarters of this year, the share price of Sea listed in the United States has fallen by nearly 80%.</p><p>HHLR once again opened a position in Zoom and bought 420,000 shares of Zoom, with a market value of more than 30.9 million US dollars.</p><p>Data show that Hillhouse invested in Zoom in the primary market in 2014 and went public in 2019. Affected by the epidemic, Zoom's stock price soared by nearly 400% in 2020, and Zoom has also become another representative of Hillhouse's ten-fold stock. After holding it for 7 years, HHLR began to reduce its holdings of Zoom one after another. This time, HHLR once again bought Zoom at a low level to build a position.</p><p>Public information shows that Zoom's stock price fell to the level of $70 in the third quarter of this year, close to the lowest level in history.</p><p>Also in the third quarter, \"Sister Wood\" Cathie Wood also bought Zoom. Public information shows that two funds of Ark Invest, an investment company owned by Sister Mu, bought more than 800,000 Zoom shares in August.</p><p>New energy is still a heavy position, Daqo New Energy and JinkoSolar both increased their holdings by more than 10%</p><p>In the third quarter, HHLR continued its investment logic in technology and new energy.</p><p>In terms of technology investment, HHLR continued to increase its holdings in SAIFTSE, Microsoft, and Amazon in the third quarter, and SAIFTSE also became HHLR's second largest holding in the third quarter.</p><p>In the direction of new energy, HHLR continued to increase its investment in two photovoltaic industry chain companies, Daqo New Energy and JinkoSolar Holdings, in the third quarter, increasing its positions by 215,000 shares and 151,000 shares respectively, and the number of shares held was higher than that of the second quarter respectively. The growth exceeded 11% and 13% at the end of the quarter.</p><p>Wall Street News previously mentioned that Daqo New Energy was HHLR's tenth largest holding in the second quarter. In the second quarter, HHLR not only opened a position in Jinko New Energy, but also bought 1.14 million shares in a large amount. The market value of the position in the quarter was nearly US $79 million, ranking 16th.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3674959\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{"ZM":"Zoom","DQ":"大全新能源","09988":"阿里巴巴-W","JKS":"晶科能源","SE":"Sea Ltd","BABA":"阿里巴巴","PDD":"拼多多"},"source_url":"https://wallstreetcn.com/articles/3674959","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195286651","content_text":"三季度高瓴HHLR的十大重仓股中依然有七只是中概股，一季度清仓后二季度抄底的拼多多被增持逾60万股，持仓跻身前十；同样二季度抄底的阿里三季度也获增持，从第八大重仓股升至第七位；对大全新能源和晶科能源增持股数均超过10%；清仓二季度第五大重仓股Sea，抄底Zoom。今年第三季度，美股大盘连续第三季累计下跌，但高瓴资本延续了二季度的投资重点，继续看好中国资产，中概股在十大重仓股中保持着七成的高占比，而且继续押注新能源领域。美东时间11月14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HHLR三季度围绕中概股和新能源进行集中调整和配置，减持满帮等一级市场投资的公司，锁定收益，对拼多多、传奇生物等9只中概股进行了增持、新进买入等加仓操作。同时，HHLR继续看好新能源，加仓大全新能源与晶科能源。和二季度一样 十大重仓股中 中概股占七席截至三季度末，HHLR的十大重仓股分别是：一、百济神州（BGNE）； 二、云软件巨头赛富时（Salesforce、代码CRM）；三、京东（JD）；四、“美版美团”DoorDash（DASH）；五、传奇生物（LEGN）；六、贝壳找房（BEKE）；七、阿里巴巴（BABA）；八、唯品会（VIPS）；九、生物科技公司Cytek（CTKB）；十、拼多多（PDD）。和二季度一样，十大重仓股中仍有七只是中概股，其中，传奇生物的排名从二季度的第七位升至第五位，二季度新晋前十的贝壳找房从第九位升至第六位，阿里从第八位升至第七位，拼多多新晋前十；而京东从第二位降至第三位，唯品会从第六位降至第八位，二季度十大重仓股中的新面孔——大全新能源（DQ）未能保住前十的地位。整体看，在HHLR三季度全部美股持仓中，中概股合计持有市值占比超过60%，同时HHLR在三季度共对9只中概股进行了增持、新进买入等加仓操作，继续表明了HHLR投资团队对中国资产的看好。除了京东，HHLR三季度还减持了完美日记、继续减持满帮和瑞士运动鞋品牌On 昂跑的母公司On Holding（ONON）。据了解，这几家公司是高瓴在一级市场进行的投资，属于基金正常减持退出。二季度抄底阿里和拼多多后 三季度又增持华尔街见闻注意到，HHLR去年四季度大幅减持92%的所持拼多多股票，今年一季度彻底清仓，二季度再度建仓拼多多。二季度和拼多多一道被HHLR“抄底”的还有阿里巴巴。三季度，HHLR进一步增持这两只中概龙头。三季度HHLR增持拼多多超过60万股，相比二季度持股数增加1.56%，总持仓价值超过1.25亿美元，阿里增持将近35万股，持仓接近2.24亿美元。值得注意的是，三季度，全球最大对冲基金桥水基金和千亿私募景林资产都加仓了拼多多。其中景林大举加仓拼多多，增持123万股，持股数较二季度激增61%，持仓市值为2.03亿美元，拼多多也跃升至景林三季度的第二大重仓股，仅次于持仓价值2.86亿美元的最大重仓股贝壳。除了拼多多和贝壳外，景林三季度的十大重仓股中，还有网易、京东、满帮、中通快递、富途控股、经营Boss直聘的看准网六只中概。唯二的两只非中概股分别是，腾讯为大股东的“东南亚小腾讯”Sea Ltd（SE）以及DoorDash。三季度桥水基金对拼多多的持股数量环比增长5%，拼多多持仓市值3.17亿美元，成为桥水美股的第12大重仓股。当季，造车新势力蔚来也获得桥水增持，持股数量环比增加6%。即便蔚来股价三季度累计下跌近28%，也未阻碍桥水基金逆势加仓。清仓二季度第五大重仓股Sea 抄底Zoom到今年二季度末，HHLR还持有Sea Ltd（SE）436万股，价值逾2.9亿美元。到了三季度，HHLR将Sea清仓。Sea也是三季度HHLR调整最大的重仓股。截至本周一收盘，今年前三季度，在美上市的Sea股价已经累计下跌将近80%。HHLR再度建仓Zoom，买进42万股Zoom，市值超过3090万美元。资料显示，高瓴在2014年便在一级市场投资Zoom，2019年上市。受疫情影响，Zoom在2020年股价飙涨近400%，Zoom也成为高瓴又一个十倍股的代表。持有7年后，HHLR开始陆续减持Zoom。此次HHLR再次低位买入Zoom建仓。公开信息显示，今年三季度Zoom股价跌向70美元的水平，接近历史最低水平。同在三季度，“木头姐”Cathie Wood也出手买入了Zoom。公开信息显示，木头姐旗下投资公司Ark Invest的两只基金8月买入逾80万股Zoom股票。新能源依旧是重仓方向 大全新能源和晶科能源均增持超过10%三季度，HHLR延续了对科技和新能源的投资逻辑。科技投资方向上，HHLR在三季度对赛富时、微软、亚马逊继续增持，赛富时在三季度也成为了HHLR的第二大重仓股。新能源方向上，HHLR在三季度继续加大了对大全新能源和晶科能源控股两只光伏产业链企业的投资力度，分别加仓21.5万股和15.1万股，持股数分别较二季度末增长超过11%和13%。华尔街见闻此前提到，大全新能源是HHLR二季度第十大重仓股，二季度HHLR不但建仓晶科新能源，而且大举买入114万股，持仓当季市值将近7900万美元，处于第16位。","news_type":1,"symbols_score_info":{"BABA":0.9,"DQ":0.9,"09988":0.9,"PDD":0.9,"SE":0.9,"ZM":0.9,"JKS":0.9}},"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
