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HHLR Advisors Portfolio holdings

AUM $832M
1-Year Est. Return 32.38%
This Fund
S&P 500
This Quarter Est. Return
+26.8%
1 Year Est. Return
+32.38%
3 Year Est. Return
+137.31%
5 Year Est. Return
+86.76%
10 Year Est. Return
–
AUM
$832M
AUM Growth
-$841M
Cap. Flow
-$871M
Cap. Flow %
-104.68%
Top 10 Hldgs %
85.7%
Holding
43
New
5
Increased
7
Reduced
7
Closed
8

Top Buys

Rank Stock Value
1
VIPS icon
Vipshop
VIPS
+$47.8M
2
FUTU icon
Futu Holdings
FUTU
+$44.7M
3
ALMR
Alamar Biosciences
ALMR
+$21.6M
4
ODTX
Odyssey Therapeutics
ODTX
+$14.6M
5
NTES icon
NetEase
NTES
+$4.13M

Top Sells

Rank Stock Value
1
PDD icon
Pinduoduo
PDD
+$339M
2
ONC
BeOne Medicines Ltd
ONC
+$307M
3
BABA icon
Alibaba
BABA
+$284M
4
BEKE icon
KE Holdings
BEKE
+$33.2M
5
CWAN
Clearwater Analytics
CWAN
+$32.3M

Sector Composition

Rank Sector Weight
1 Healthcare 50.75%
2 Financials 19.92%
3 Consumer Discretionary 12.41%
4 Technology 10.11%
5 Real Estate 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LEGN icon
1
Legend Biotech
LEGN
$3.87B
$173M 20.77%
5,984,550
– –
FUTU icon
2
Futu Holdings
FUTU
$17.4B
$166M 19.92%
1,768,283
+348,800
+25% +$44.7M
AVBP icon
3
ArriVent BioPharma
AVBP
$1.49B
$136M 16.4%
3,929,117
– –
MRVL icon
4
Marvell Technology
MRVL
$195B
$48.5M 5.83%
162,933
-8,100
-5% -$1.62M
VIPS icon
5
Vipshop
VIPS
$6.42B
$46M 5.53%
3,470,400
+3,345,700
+2,683% +$47.8M
PDD icon
6
Pinduoduo
PDD
$122B
$38.1M 4.58%
500,000
-3,665,029
-88% -$339M
BEKE icon
7
KE Holdings
BEKE
$20.2B
$32.2M 3.87%
2,218,377
-2,017,901
-48% -$33.2M
CTKB icon
8
Cytek Biosciences
CTKB
$608M
$29.5M 3.54%
6,657,030
– –
ALMR
9
Alamar Biosciences
ALMR
$2.13B
$25.9M 3.11%
+956,462
New +$21.6M
BABA icon
10
Alibaba
BABA
$296B
$17.7M 2.12%
183,934
-2,269,723
-93% -$284M
ODTX
11
Odyssey Therapeutics
ODTX
$1.17B
$15.6M 1.87%
+831,656
New +$14.6M
YSG
12
Yatsen Holding
YSG
$285M
$15.5M 1.86%
4,885,873
– –
NBP
13
NovaBridge Biosciences American Depositary Shares
NBP
$213M
$11.7M 1.4%
5,980,568
– –
CTNM
14
Contineum Therapeutics
CTNM
$641M
$11M 1.32%
669,337
– –
MAZE
15
Maze Therapeutics
MAZE
$1.52B
$10.9M 1.31%
366,028
– –
API
16
Agora
API
$347M
$8.37M 1.01%
2,098,553
– –
TSM icon
17
TSMC
TSM
$2.17T
$7.41M 0.89%
15,510
-10
-0.1% -$4.06K
SGMT icon
18
Sagimet Biosciences
SGMT
$656M
$5.6M 0.67%
724,800
– –
NTES icon
19
NetEase
NTES
$78.6B
$4.48M 0.54%
+34,999
New +$4.13M
GE icon
20
GE Aerospace
GE
$355B
$3.75M 0.45%
10,043
– –
LITE icon
21
Lumentum
LITE
$80.3B
$2.83M 0.34%
3,300
+1,800
+120% +$1.61M
NVDA icon
22
NVIDIA
NVDA
$5.25T
$2.81M 0.34%
14,054
+7,444
+113% +$1.53M
TUYA
23
Tuya Inc
TUYA
$1.15B
$2.75M 0.33%
1,564,400
– –
GLW icon
24
Corning
GLW
$128B
$2.62M 0.32%
10,266
+2,566
+33% +$467K
COHR icon
25
Coherent
COHR
$54.7B
$2.53M 0.3%
6,417
+2,142
+50% +$758K
1
2

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HHLR Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, HHLR Advisors held 43 positions worth $832M, down 50% from $1.67B the previous quarter. Its ten largest holdings account for 86% of the portfolio.

HHLR Advisors withdrew a net $871M in Q2 2026, closing 8 positions and reducing 7 holdings. Its most notable exit was BeOne Medicines Ltd, an estimated $307M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 51% of assets, up from 34% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, HHLR Advisors opened a new position in Alamar Biosciences worth $25.9M.

  • HHLR Advisors's largest Q2 2026 buy was Alamar Biosciences: 956,462 shares worth $25.9M.
  • HHLR Advisors added most to Vipshop in Q2 2026, an estimated $47.8M increase.
  • HHLR Advisors's biggest Q2 2026 reduction was Pinduoduo, cutting an estimated $339M.
  • HHLR Advisors fully exited BeOne Medicines Ltd in Q2 2026, selling an estimated $307M.
  • HHLR Advisors's ten largest holdings make up 86% of its $832M portfolio in Q2 2026.
  • HHLR Advisors opened 5 new positions and closed 8 in Q2 2026.
  • HHLR Advisors's portfolio value fell 50% quarter-over-quarter to $832M.

Based on HHLR Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.