智通财经APP获悉,近日,高瓴旗下基金管理平台HHLR Advisors披露了截至第三季度末的美股持仓情况。
持仓热力图
数据显示,其组合总共持有33只股票,包括拼多多、阿里巴巴、百度等重磅科技股,总市值约40.91亿美元(约319亿港元),较第二季增近32%。HHLR Advisors持仓中概股市值占比超过90%,继续成为核心配置,凸显其对中国优质资产的长期看好。

HHLR Advisors最新13F文件显示,其中包括增持4只股票、减持4只股票,新买入5只股票及沽清8只股票,当中大幅加仓拼多多、阿里巴巴等,持股市值增至11.35亿美元及5.87亿美元,成为首两大持仓股份。

另外,减持富途控股等,清仓唯品会、理想汽车等。
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