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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
(-50%)
Cap. Flow
-$871M
Cap. Flow
% of AUM
-104.68%
Top 10 Holdings %
Top 10 Hldgs %
85.7%
Holding
43
New
5
Increased
7
Reduced
7
Closed
8
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vipshop
VIPS
|
+$47.8M |
| 2 |
Futu Holdings
FUTU
|
+$44.7M |
| 3 |
ALMR
Alamar Biosciences
ALMR
|
+$21.6M |
| 4 |
ODTX
Odyssey Therapeutics
ODTX
|
+$14.6M |
| 5 |
NetEase
NTES
|
+$4.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pinduoduo
PDD
|
+$339M |
| 2 |
ONC
BeOne Medicines Ltd
ONC
|
+$307M |
| 3 |
Alibaba
BABA
|
+$284M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
|
BULL
26
Webull Corp
BULL
$4.96B
| $2.02M | 0.24% |
309,857
-1,190,143
| -79% | -$7.7M |
|
27
Intel
INTC
$473B
| $2M | 0.24% |
14,300
-14,670
| -51% | -$1.48M |
|
28
Pacific Biosciences
PACB
$435M
| $1.54M | 0.19% |
918,892
| – | – |
|
29
Texas Instruments
TXN
$236B
| $1.43M | 0.17% |
+4,800
| New | +$1.33M |
|
|
MOGU
30
MOGU Inc
MOGU
$15.4M
| $1.42M | 0.17% |
847,510
| – | – |
|
31
Gossamer Bio
GOSS
$83.2M
| $819K | 0.1% |
4,974,041
| – | – |
|
32
Equinox Gold
EQX
$15.2B
| $782K | 0.09% |
80,500
| – | – |
|
33
Zoom
ZM
$28.7B
| $778K | 0.09% |
+9,010
| New | +$852K |
|
34
Aligos Therapeutics
ALGS
$43.1M
| $440K | 0.05% |
76,247
| – | – |
|
|
RDGT
35
Ridgetech Inc
RDGT
$3.63M
| $204 | ﹤0.01% |
136
+2
| +1% | +$4 |
|
|
CWAN
36
DELISTED
Clearwater Analytics
CWAN
| – | – |
-1,365,971
| Closed | -$32.3M |
|
|
DDL
37
Dingdong
DDL
$496M
| – | – |
-354,500
| Closed | -$911K |
|
|
AXIA
38
DELISTED
AXIA Energia
AXIA
| – | – |
-63,100
| Closed | -$712K |
|
39
iShares MSCI Mexico ETF
EWW
$1.77B
| – | – |
-8,800
| Closed | -$662K |
|
|
B
40
Barrick Mining
B
$75.1B
| – | – |
-25,400
| Closed | -$1.04M |
|
|
UXIN
41
Uxin Ltd
UXIN
$255M
| – | – |
-19,156
| Closed | -$58.8K |
|
|
VNET
42
VNET Group
VNET
$1.86B
| – | – |
-65,100
| Closed | -$546K |
|
|
ONC
43
BeOne Medicines Ltd
ONC
$41.5B
| – | – |
-1,034,306
| Closed | -$307M |
|
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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.