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Hillhouse HLLR Q1 positions: overweight some heavy positions, Vipshop will double its holdings

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2022-05-15

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2022-05-05

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href=\"https://ttm.financial/OPT/OXY 20220527 60.0 PUT\">$OXY 20220527 60.0 PUT$</a>should i escape?","listText":"<a href=\"https://ttm.financial/OPT/OXY 20220527 60.0 PUT\">$OXY 20220527 60.0 PUT$</a>should i escape?","text":"$OXY 20220527 60.0 PUT$should i escape?","images":[{"img":"https://community-static.tradeup.com/news/d96652ed0aa84870b6d1614745b96c57","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021887489","isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9023888954,"gmtCreate":1652905548678,"gmtModify":1676535183336,"author":{"id":"3580282012224345","authorId":"3580282012224345","name":"jonatha_8492","avatar":"https://static.tigerbbs.com/84fd890fccaf9eb68e7b38baae036ad0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580282012224345","authorIdStr":"3580282012224345"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MIU.HK 20220629 12.50 CALL\">$MIU.HK 20220629 12.50 CALL$</a>hard","listText":"<a href=\"https://ttm.financial/OPT/MIU.HK 20220629 12.50 CALL\">$MIU.HK 20220629 12.50 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20220520 85.0 PUT$</a>🦀🦀","text":"$XOM 20220520 85.0 PUT$🦀🦀","images":[{"img":"https://community-static.tradeup.com/news/853beef331f197083683bab21fe4eb69","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023881283","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9029846268,"gmtCreate":1652758513154,"gmtModify":1676535156558,"author":{"id":"3580282012224345","authorId":"3580282012224345","name":"jonatha_8492","avatar":"https://static.tigerbbs.com/84fd890fccaf9eb68e7b38baae036ad0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580282012224345","authorIdStr":"3580282012224345"},"themes":[],"htmlText":"ko","listText":"ko","text":"ko","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029846268","repostId":"2236252730","repostType":4,"repost":{"id":"2236252730","kind":"highlight","pubTimestamp":1652741666,"share":"https://ttm.financial/m/news/2236252730?lang=en_US&edition=fundamental","pubTime":"2022-05-17 06:54","market":"us","language":"zh","title":"Hillhouse HLLR Q1 positions: overweight some heavy positions, Vipshop will double its holdings","url":"https://stock-news.laohu8.com/highlight/detail?id=2236252730","media":"华尔街见闻","summary":"更新中","content":"<p><html><head></head><body>Abstract: In the first quarter, Hillhouse's Vipshop holdings increased by 147% and were promoted to the top ten heavyweight stocks. JD.com's holdings increased by 76%, rising from sixth to second heavyweight stocks. In the fourth quarter of last year, it ranked among Hillhouse's top ten U.S. stocks for the first time. Li Auto fell out of the top ten, and Nio and XPeng Motors, as well as Pinduoduo, which significantly reduced their holdings in the fourth quarter of last year, were liquidated. In the first quarter of this year, the three major U.S. stock indexes all experienced their largest quarterly declines in the two years since the outbreak of the epidemic. The S&P fell nearly 5%, and the Dow and Nasdaq fell more than 4% and 9% respectively. Hillhouse Capital continued its investment focus in the technology industry in the quarter, and further increased its weight on some heavily held Chinese concept stocks.</p><p>On Monday, the 16th 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 it increased its holdings of four Chinese concept stocks in the first quarter, namely<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Looking for House and Shengmei Semiconductor (ACM).</p><p>Among them, Vipshop increased its holdings by nearly 13.19 million shares, an increase of 147%, with a market value of nearly US $200 million, ranking among the top ten Awkwardness stocks in HHLR. JD.com's holdings increased by nearly 3.67 million shares, an increase of 76%, with a market value of US $488 million, thus becoming Hillhouse HHLR's second largest U.S. stock holding; Increased holdings of more than 170,000 shares of Keike, an increase of 3%, and the market value of the position exceeded US $64.1 million</p><p>HHLR new entry in the first quarter<a href=\"https://laohu8.com/S/DIDI\">Didi</a>、<a href=\"https://laohu8.com/S/YMM\">Manbang</a>, Daqo New Energy (DQ) and other four Chinese concept stocks, with more than 36.83 million shares, 9.59 million shares, 130,000 shares and 100,000 shares respectively.</p><p>According to the data, Didi, Manbang and Keike are all enterprises invested by Hillhouse in the primary market. This time, they entered the shareholding list, and the common shares after the investment and listing in the primary market should be converted into ADSs that can be traded in the secondary market.</p><p>At the same time, HHLR reduced its holdings and cleared 25 stocks in the first quarter, including Chinese concept stocks, such as NIO Automobile (NIO) and<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>350,000 shares and 666,500 shares, significantly reduced its holdings by 92% in the fourth quarter of last year to 213,000 shares<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Complete clearance.</p><p>In the fourth quarter of last year, it ranked among the top ten holdings of Hillhouse HHLR in the US stock market for the first time<a href=\"https://laohu8.com/S/LI\">Li Auto</a>In the first quarter, the position decreased by 50%, and the holdings were reduced by more than 2.51 million shares;<a href=\"https://laohu8.com/S/ZTO\">ZTO Express</a>Positions decreased by more than 56,000 shares, a decrease of 22%.</p><p>As of the end of the first quarter, HHLR's top ten holdings were:<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>, JD.com (JD), \"US version of Meituan\" DoorDash (DASH), cloud software giant SAIFTSE (<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>, code CRM),<a href=\"https://laohu8.com/S/LEGN\">Legendary creature</a>, On Holding (ONON), the parent company of the Swiss sports shoe brand On, Vipshop (VIPS),<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/00700\">Tencent</a>\"Southeast Asia Little Tencent\" as the major shareholder<a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>And<a href=\"https://laohu8.com/S/MDLZ\">Mondelez</a>International. Five of them are Chinese concept stocks, all of which were ranked in the top ten in the fourth quarter of last year except Vipshop.</p><p>Compared with the fourth quarter of last year, the positions in the first quarter remained unchanged<a href=\"https://laohu8.com/S/688235\">BeiGene</a>Maintaining the first place, JD.com rose from sixth to second. In the first quarter, DoorDash, which increased its holdings by 2.585 million shares, an increase of 199%, rose from eighth to third. In the first quarter, it was reduced by 4.87 million shares, a decrease of 41%. On Holding, which was reduced by 6.67 million shares in the first quarter, dropped from second to sixth, iQiyi rose from ninth to eighth, and Sea, which was increased by 215,500 shares in the first quarter, dropped from seventh to ninth<a href=\"https://laohu8.com/S/IMAB\">Heavenly creatures</a>And Li Auto fell out of the top ten, falling to 12th and 15th places respectively.</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>Hillhouse HLLR Q1 positions: overweight some heavy positions, Vipshop will double its holdings</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\">\nHillhouse HLLR Q1 positions: overweight some heavy positions, Vipshop will double its holdings\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\">2022-05-17 06:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: In the first quarter, Hillhouse's Vipshop holdings increased by 147% and were promoted to the top ten heavyweight stocks. JD.com's holdings increased by 76%, rising from sixth to second heavyweight stocks. In the fourth quarter of last year, it ranked among Hillhouse's top ten U.S. stocks for the first time. Li Auto fell out of the top ten, and Nio and XPeng Motors, as well as Pinduoduo, which significantly reduced their holdings in the fourth quarter of last year, were liquidated. In the first quarter of this year, the three major U.S. stock indexes all experienced their largest quarterly declines in the two years since the outbreak of the epidemic. The S&P fell nearly 5%, and the Dow and Nasdaq fell more than 4% and 9% respectively. Hillhouse Capital continued its investment focus in the technology industry in the quarter, and further increased its weight on some heavily held Chinese concept stocks.</p><p>On Monday, the 16th 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 it increased its holdings of four Chinese concept stocks in the first quarter, namely<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Looking for House and Shengmei Semiconductor (ACM).</p><p>Among them, Vipshop increased its holdings by nearly 13.19 million shares, an increase of 147%, with a market value of nearly US $200 million, ranking among the top ten Awkwardness stocks in HHLR. JD.com's holdings increased by nearly 3.67 million shares, an increase of 76%, with a market value of US $488 million, thus becoming Hillhouse HHLR's second largest U.S. stock holding; Increased holdings of more than 170,000 shares of Keike, an increase of 3%, and the market value of the position exceeded US $64.1 million</p><p>HHLR new entry in the first quarter<a href=\"https://laohu8.com/S/DIDI\">Didi</a>、<a href=\"https://laohu8.com/S/YMM\">Manbang</a>, Daqo New Energy (DQ) and other four Chinese concept stocks, with more than 36.83 million shares, 9.59 million shares, 130,000 shares and 100,000 shares respectively.</p><p>According to the data, Didi, Manbang and Keike are all enterprises invested by Hillhouse in the primary market. This time, they entered the shareholding list, and the common shares after the investment and listing in the primary market should be converted into ADSs that can be traded in the secondary market.</p><p>At the same time, HHLR reduced its holdings and cleared 25 stocks in the first quarter, including Chinese concept stocks, such as NIO Automobile (NIO) and<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>350,000 shares and 666,500 shares, significantly reduced its holdings by 92% in the fourth quarter of last year to 213,000 shares<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Complete clearance.</p><p>In the fourth quarter of last year, it ranked among the top ten holdings of Hillhouse HHLR in the US stock market for the first time<a href=\"https://laohu8.com/S/LI\">Li Auto</a>In the first quarter, the position decreased by 50%, and the holdings were reduced by more than 2.51 million shares;<a href=\"https://laohu8.com/S/ZTO\">ZTO Express</a>Positions decreased by more than 56,000 shares, a decrease of 22%.</p><p>As of the end of the first quarter, HHLR's top ten holdings were:<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>, JD.com (JD), \"US version of Meituan\" DoorDash (DASH), cloud software giant SAIFTSE (<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>, code CRM),<a href=\"https://laohu8.com/S/LEGN\">Legendary creature</a>, On Holding (ONON), the parent company of the Swiss sports shoe brand On, Vipshop (VIPS),<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/00700\">Tencent</a>\"Southeast Asia Little Tencent\" as the major shareholder<a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>And<a href=\"https://laohu8.com/S/MDLZ\">Mondelez</a>International. Five of them are Chinese concept stocks, all of which were ranked in the top ten in the fourth quarter of last year except Vipshop.</p><p>Compared with the fourth quarter of last year, the positions in the first quarter remained unchanged<a href=\"https://laohu8.com/S/688235\">BeiGene</a>Maintaining the first place, JD.com rose from sixth to second. In the first quarter, DoorDash, which increased its holdings by 2.585 million shares, an increase of 199%, rose from eighth to third. In the first quarter, it was reduced by 4.87 million shares, a decrease of 41%. On Holding, which was reduced by 6.67 million shares in the first quarter, dropped from second to sixth, iQiyi rose from ninth to eighth, and Sea, which was increased by 215,500 shares in the first quarter, dropped from seventh to ninth<a href=\"https://laohu8.com/S/IMAB\">Heavenly creatures</a>And Li Auto fell out of the top ten, falling to 12th and 15th places respectively.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3659517\">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":{"BK4509":"腾讯概念","BK1588":"回港中概股","BK4524":"宅经济概念","BK1575":"同股不同权","09618":"京东集团-SW","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","BK4563":"昨日强势股","BK1587":"次新股","BK1591":"就地过年概念","BK4503":"景林资产持仓","BK4555":"新能源车","BK4122":"互联网与直销零售","VIPS":"唯品会","BK1539":"汽车股","BK4558":"双十一","JD":"京东","BK4505":"高瓴资本持仓","BK1502":"双十一","BK4504":"桥水持仓","LI":"理想汽车","QNETCN":"纳斯达克中美互联网老虎指数","02015":"理想汽车-W","BK4579":"人工智能","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","BK1142":"互联网与直销零售","BK4552":"Archegos爆仓风波概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4551":"寇图资本持仓"},"source_url":"https://wallstreetcn.com/articles/3659517","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236252730","content_text":"摘要：一季度高瓴的唯品会持仓增长147%、晋升十大重仓股，京东持仓增76%、由第六位升至第二位重仓股，去年四季度首次跻身高瓴十大美股重仓股的理想汽车排名跌出前十，蔚来和小鹏汽车以及去年四季度大幅减持的拼多多被清仓。今年一季度，美股三大指数均创疫情爆发两年来最大季度跌幅，标普累跌近5%，道指和纳指分别跌超4%和9%。而高瓴资本当季延续在科技业的投资重点，对部分重仓中概股进一步加码。美东时间16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，显示其一季度增持了四只中概股，分别是唯品会、京东、贝壳找房和盛美半导体（ACM）。其中，唯品会增持将近1319万股、增幅147%，持仓市值将近2亿美元、跻身HHLR的十大重仓股行列，京东持仓增加近367万股、增幅76%，持仓市值4.88亿美元，由此成为高瓴HHLR的第二大美股重仓股；增持贝壳逾17万股、增幅3%，持仓市值逾6410万美元一季度HHLR新进了滴滴、满帮、大全新能源（DQ）等四只中概股，分别新进逾3683万股、959万股、13万股和10万股。资料显示，滴滴、满帮和贝壳均为高瓴在一级市场投资企业，此次进入持股名单，应是一级市场投资上市后的普通股转成二级市场可流通的ADS。同时，一季度HHLR减持、清仓了25只股票，其中也有中概股的身影，比如分别清仓所持蔚来汽车（NIO）和小鹏汽车的35万股和66.65万股，去年四季度大幅减持92%至21.3万股的拼多多彻底清仓。去年四季度首次跻身高瓴HHLR美股十大重仓股行列的理想汽车一季度持仓减少50%，减持了251余万股；中通快递持仓减少逾5.6万股、减幅22%。截至一季度末，HHLR的十大重仓股分别是：百济神州、京东（JD）、“美版美团”DoorDash（DASH）、云软件巨头赛富时（Salesforce、代码CRM）、传奇生物、瑞士运动鞋品牌On 昂跑的母公司On Holding（ONON）、唯品会（VIPS）、爱奇艺、腾讯为大股东的“东南亚小腾讯”Sea Ltd和亿滋国际。其中有五只是中概股，除唯品会外均在去年四季度已排在前十位。相比去年四季度，一季度持仓未变动的百济神州保持第一位，京东由第六位升至第二位，一季度增持258.5万股、增幅199%的DoorDash由第八位升至第三位，一季度被减持487万股、降幅41%的传奇生物由第三位降至第五位，一季度被减持667万股、降幅41%的On Holding由第二位降至第六位，爱奇艺由第九位升至第八位，一季度被增持21.55万股、增幅17%的Sea由第七位降至第九位，赛富时排位保持不变，四季度分别位居第五和第十位的天境生物和理想汽车跌出前十，分别降至第12和第15位。","news_type":1,"symbols_score_info":{"QNETCN":0.6,"VIPS":1,"02015":1,"EVS.SI":0.6,"09618":1,"LI":1,"JD":1}},"isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020863049,"gmtCreate":1652606312781,"gmtModify":1676535128262,"author":{"id":"3580282012224345","authorId":"3580282012224345","name":"jonatha_8492","avatar":"https://static.tigerbbs.com/84fd890fccaf9eb68e7b38baae036ad0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580282012224345","authorIdStr":"3580282012224345"},"themes":[],"htmlText":"ko","listText":"ko","text":"ko","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020863049","repostId":"1124669866","repostType":4,"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020869492,"gmtCreate":1652606300617,"gmtModify":1676535128262,"author":{"id":"3580282012224345","authorId":"3580282012224345","name":"jonatha_8492","avatar":"https://static.tigerbbs.com/84fd890fccaf9eb68e7b38baae036ad0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580282012224345","authorIdStr":"3580282012224345"},"themes":[],"htmlText":"ko","listText":"ko","text":"ko","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020869492","repostId":"1124669866","repostType":4,"isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068947794,"gmtCreate":1651713223961,"gmtModify":1676534954818,"author":{"id":"3580282012224345","authorId":"3580282012224345","name":"jonatha_8492","avatar":"https://static.tigerbbs.com/84fd890fccaf9eb68e7b38baae036ad0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580282012224345","authorIdStr":"3580282012224345"},"themes":[],"htmlText":"<a 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06:54","market":"us","language":"zh","title":"Hillhouse HLLR Q1 positions: overweight some heavy positions, Vipshop will double its holdings","url":"https://stock-news.laohu8.com/highlight/detail?id=2236252730","media":"华尔街见闻","summary":"更新中","content":"<p><html><head></head><body>Abstract: In the first quarter, Hillhouse's Vipshop holdings increased by 147% and were promoted to the top ten heavyweight stocks. JD.com's holdings increased by 76%, rising from sixth to second heavyweight stocks. In the fourth quarter of last year, it ranked among Hillhouse's top ten U.S. stocks for the first time. Li Auto fell out of the top ten, and Nio and XPeng Motors, as well as Pinduoduo, which significantly reduced their holdings in the fourth quarter of last year, were liquidated. In the first quarter of this year, the three major U.S. stock indexes all experienced their largest quarterly declines in the two years since the outbreak of the epidemic. The S&P fell nearly 5%, and the Dow and Nasdaq fell more than 4% and 9% respectively. Hillhouse Capital continued its investment focus in the technology industry in the quarter, and further increased its weight on some heavily held Chinese concept stocks.</p><p>On Monday, the 16th 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 it increased its holdings of four Chinese concept stocks in the first quarter, namely<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Looking for House and Shengmei Semiconductor (ACM).</p><p>Among them, Vipshop increased its holdings by nearly 13.19 million shares, an increase of 147%, with a market value of nearly US $200 million, ranking among the top ten Awkwardness stocks in HHLR. JD.com's holdings increased by nearly 3.67 million shares, an increase of 76%, with a market value of US $488 million, thus becoming Hillhouse HHLR's second largest U.S. stock holding; Increased holdings of more than 170,000 shares of Keike, an increase of 3%, and the market value of the position exceeded US $64.1 million</p><p>HHLR new entry in the first quarter<a href=\"https://laohu8.com/S/DIDI\">Didi</a>、<a href=\"https://laohu8.com/S/YMM\">Manbang</a>, Daqo New Energy (DQ) and other four Chinese concept stocks, with more than 36.83 million shares, 9.59 million shares, 130,000 shares and 100,000 shares respectively.</p><p>According to the data, Didi, Manbang and Keike are all enterprises invested by Hillhouse in the primary market. This time, they entered the shareholding list, and the common shares after the investment and listing in the primary market should be converted into ADSs that can be traded in the secondary market.</p><p>At the same time, HHLR reduced its holdings and cleared 25 stocks in the first quarter, including Chinese concept stocks, such as NIO Automobile (NIO) and<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>350,000 shares and 666,500 shares, significantly reduced its holdings by 92% in the fourth quarter of last year to 213,000 shares<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Complete clearance.</p><p>In the fourth quarter of last year, it ranked among the top ten holdings of Hillhouse HHLR in the US stock market for the first time<a href=\"https://laohu8.com/S/LI\">Li Auto</a>In the first quarter, the position decreased by 50%, and the holdings were reduced by more than 2.51 million shares;<a href=\"https://laohu8.com/S/ZTO\">ZTO Express</a>Positions decreased by more than 56,000 shares, a decrease of 22%.</p><p>As of the end of the first quarter, HHLR's top ten holdings were:<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>, JD.com (JD), \"US version of Meituan\" DoorDash (DASH), cloud software giant SAIFTSE (<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>, code CRM),<a href=\"https://laohu8.com/S/LEGN\">Legendary creature</a>, On Holding (ONON), the parent company of the Swiss sports shoe brand On, Vipshop (VIPS),<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/00700\">Tencent</a>\"Southeast Asia Little Tencent\" as the major shareholder<a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>And<a href=\"https://laohu8.com/S/MDLZ\">Mondelez</a>International. Five of them are Chinese concept stocks, all of which were ranked in the top ten in the fourth quarter of last year except Vipshop.</p><p>Compared with the fourth quarter of last year, the positions in the first quarter remained unchanged<a href=\"https://laohu8.com/S/688235\">BeiGene</a>Maintaining the first place, JD.com rose from sixth to second. In the first quarter, DoorDash, which increased its holdings by 2.585 million shares, an increase of 199%, rose from eighth to third. In the first quarter, it was reduced by 4.87 million shares, a decrease of 41%. On Holding, which was reduced by 6.67 million shares in the first quarter, dropped from second to sixth, iQiyi rose from ninth to eighth, and Sea, which was increased by 215,500 shares in the first quarter, dropped from seventh to ninth<a href=\"https://laohu8.com/S/IMAB\">Heavenly creatures</a>And Li Auto fell out of the top ten, falling to 12th and 15th places respectively.</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>Hillhouse HLLR Q1 positions: overweight some heavy positions, Vipshop will double its holdings</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\">\nHillhouse HLLR Q1 positions: overweight some heavy positions, Vipshop will double its holdings\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\">2022-05-17 06:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: In the first quarter, Hillhouse's Vipshop holdings increased by 147% and were promoted to the top ten heavyweight stocks. JD.com's holdings increased by 76%, rising from sixth to second heavyweight stocks. In the fourth quarter of last year, it ranked among Hillhouse's top ten U.S. stocks for the first time. Li Auto fell out of the top ten, and Nio and XPeng Motors, as well as Pinduoduo, which significantly reduced their holdings in the fourth quarter of last year, were liquidated. In the first quarter of this year, the three major U.S. stock indexes all experienced their largest quarterly declines in the two years since the outbreak of the epidemic. The S&P fell nearly 5%, and the Dow and Nasdaq fell more than 4% and 9% respectively. Hillhouse Capital continued its investment focus in the technology industry in the quarter, and further increased its weight on some heavily held Chinese concept stocks.</p><p>On Monday, the 16th 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 it increased its holdings of four Chinese concept stocks in the first quarter, namely<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Looking for House and Shengmei Semiconductor (ACM).</p><p>Among them, Vipshop increased its holdings by nearly 13.19 million shares, an increase of 147%, with a market value of nearly US $200 million, ranking among the top ten Awkwardness stocks in HHLR. JD.com's holdings increased by nearly 3.67 million shares, an increase of 76%, with a market value of US $488 million, thus becoming Hillhouse HHLR's second largest U.S. stock holding; Increased holdings of more than 170,000 shares of Keike, an increase of 3%, and the market value of the position exceeded US $64.1 million</p><p>HHLR new entry in the first quarter<a href=\"https://laohu8.com/S/DIDI\">Didi</a>、<a href=\"https://laohu8.com/S/YMM\">Manbang</a>, Daqo New Energy (DQ) and other four Chinese concept stocks, with more than 36.83 million shares, 9.59 million shares, 130,000 shares and 100,000 shares respectively.</p><p>According to the data, Didi, Manbang and Keike are all enterprises invested by Hillhouse in the primary market. This time, they entered the shareholding list, and the common shares after the investment and listing in the primary market should be converted into ADSs that can be traded in the secondary market.</p><p>At the same time, HHLR reduced its holdings and cleared 25 stocks in the first quarter, including Chinese concept stocks, such as NIO Automobile (NIO) and<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>350,000 shares and 666,500 shares, significantly reduced its holdings by 92% in the fourth quarter of last year to 213,000 shares<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Complete clearance.</p><p>In the fourth quarter of last year, it ranked among the top ten holdings of Hillhouse HHLR in the US stock market for the first time<a href=\"https://laohu8.com/S/LI\">Li Auto</a>In the first quarter, the position decreased by 50%, and the holdings were reduced by more than 2.51 million shares;<a href=\"https://laohu8.com/S/ZTO\">ZTO Express</a>Positions decreased by more than 56,000 shares, a decrease of 22%.</p><p>As of the end of the first quarter, HHLR's top ten holdings were:<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>, JD.com (JD), \"US version of Meituan\" DoorDash (DASH), cloud software giant SAIFTSE (<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>, code CRM),<a href=\"https://laohu8.com/S/LEGN\">Legendary creature</a>, On Holding (ONON), the parent company of the Swiss sports shoe brand On, Vipshop (VIPS),<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/00700\">Tencent</a>\"Southeast Asia Little Tencent\" as the major shareholder<a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>And<a href=\"https://laohu8.com/S/MDLZ\">Mondelez</a>International. Five of them are Chinese concept stocks, all of which were ranked in the top ten in the fourth quarter of last year except Vipshop.</p><p>Compared with the fourth quarter of last year, the positions in the first quarter remained unchanged<a href=\"https://laohu8.com/S/688235\">BeiGene</a>Maintaining the first place, JD.com rose from sixth to second. In the first quarter, DoorDash, which increased its holdings by 2.585 million shares, an increase of 199%, rose from eighth to third. In the first quarter, it was reduced by 4.87 million shares, a decrease of 41%. On Holding, which was reduced by 6.67 million shares in the first quarter, dropped from second to sixth, iQiyi rose from ninth to eighth, and Sea, which was increased by 215,500 shares in the first quarter, dropped from seventh to ninth<a href=\"https://laohu8.com/S/IMAB\">Heavenly creatures</a>And Li Auto fell out of the top ten, falling to 12th and 15th places respectively.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3659517\">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":{"BK4509":"腾讯概念","BK1588":"回港中概股","BK4524":"宅经济概念","BK1575":"同股不同权","09618":"京东集团-SW","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","BK4563":"昨日强势股","BK1587":"次新股","BK1591":"就地过年概念","BK4503":"景林资产持仓","BK4555":"新能源车","BK4122":"互联网与直销零售","VIPS":"唯品会","BK1539":"汽车股","BK4558":"双十一","JD":"京东","BK4505":"高瓴资本持仓","BK1502":"双十一","BK4504":"桥水持仓","LI":"理想汽车","QNETCN":"纳斯达克中美互联网老虎指数","02015":"理想汽车-W","BK4579":"人工智能","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","BK1142":"互联网与直销零售","BK4552":"Archegos爆仓风波概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4551":"寇图资本持仓"},"source_url":"https://wallstreetcn.com/articles/3659517","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236252730","content_text":"摘要：一季度高瓴的唯品会持仓增长147%、晋升十大重仓股，京东持仓增76%、由第六位升至第二位重仓股，去年四季度首次跻身高瓴十大美股重仓股的理想汽车排名跌出前十，蔚来和小鹏汽车以及去年四季度大幅减持的拼多多被清仓。今年一季度，美股三大指数均创疫情爆发两年来最大季度跌幅，标普累跌近5%，道指和纳指分别跌超4%和9%。而高瓴资本当季延续在科技业的投资重点，对部分重仓中概股进一步加码。美东时间16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，显示其一季度增持了四只中概股，分别是唯品会、京东、贝壳找房和盛美半导体（ACM）。其中，唯品会增持将近1319万股、增幅147%，持仓市值将近2亿美元、跻身HHLR的十大重仓股行列，京东持仓增加近367万股、增幅76%，持仓市值4.88亿美元，由此成为高瓴HHLR的第二大美股重仓股；增持贝壳逾17万股、增幅3%，持仓市值逾6410万美元一季度HHLR新进了滴滴、满帮、大全新能源（DQ）等四只中概股，分别新进逾3683万股、959万股、13万股和10万股。资料显示，滴滴、满帮和贝壳均为高瓴在一级市场投资企业，此次进入持股名单，应是一级市场投资上市后的普通股转成二级市场可流通的ADS。同时，一季度HHLR减持、清仓了25只股票，其中也有中概股的身影，比如分别清仓所持蔚来汽车（NIO）和小鹏汽车的35万股和66.65万股，去年四季度大幅减持92%至21.3万股的拼多多彻底清仓。去年四季度首次跻身高瓴HHLR美股十大重仓股行列的理想汽车一季度持仓减少50%，减持了251余万股；中通快递持仓减少逾5.6万股、减幅22%。截至一季度末，HHLR的十大重仓股分别是：百济神州、京东（JD）、“美版美团”DoorDash（DASH）、云软件巨头赛富时（Salesforce、代码CRM）、传奇生物、瑞士运动鞋品牌On 昂跑的母公司On Holding（ONON）、唯品会（VIPS）、爱奇艺、腾讯为大股东的“东南亚小腾讯”Sea Ltd和亿滋国际。其中有五只是中概股，除唯品会外均在去年四季度已排在前十位。相比去年四季度，一季度持仓未变动的百济神州保持第一位，京东由第六位升至第二位，一季度增持258.5万股、增幅199%的DoorDash由第八位升至第三位，一季度被减持487万股、降幅41%的传奇生物由第三位降至第五位，一季度被减持667万股、降幅41%的On Holding由第二位降至第六位，爱奇艺由第九位升至第八位，一季度被增持21.55万股、增幅17%的Sea由第七位降至第九位，赛富时排位保持不变，四季度分别位居第五和第十位的天境生物和理想汽车跌出前十，分别降至第12和第15位。","news_type":1,"symbols_score_info":{"QNETCN":0.6,"VIPS":1,"02015":1,"EVS.SI":0.6,"09618":1,"LI":1,"JD":1}},"isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020863049,"gmtCreate":1652606312781,"gmtModify":1676535128262,"author":{"id":"3580282012224345","authorId":"3580282012224345","name":"jonatha_8492","avatar":"https://static.tigerbbs.com/84fd890fccaf9eb68e7b38baae036ad0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580282012224345","authorIdStr":"3580282012224345"},"themes":[],"htmlText":"ko","listText":"ko","text":"ko","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020863049","repostId":"1124669866","repostType":4,"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020869492,"gmtCreate":1652606300617,"gmtModify":1676535128262,"author":{"id":"3580282012224345","authorId":"3580282012224345","name":"jonatha_8492","avatar":"https://static.tigerbbs.com/84fd890fccaf9eb68e7b38baae036ad0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580282012224345","authorIdStr":"3580282012224345"},"themes":[],"htmlText":"ko","listText":"ko","text":"ko","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020869492","repostId":"1124669866","repostType":4,"isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}