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HHLR Advisors Portfolio holdings

AUM $832M Turnover 30.23%
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
Avg Time Held
2.5 years
Top 10 Avg Time Held
1.8 years
Top 20 Avg Time Held
1.6 years

Top Buys

Rank Stock Value
1
VIPS icon
Vipshop
VIPS
+$47.8M
2
FUTU icon
Futu Holdings
FUTU
+$44.7M
3
ALMR icon
Alamar Biosciences
ALMR
+$21.6M
4
ODTX icon
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 icon
BeOne Medicines Ltd
ONC
+$307M
3
BABA icon
Alibaba
BABA
+$284M
4
BEKE icon
KE Holdings
BEKE
+$33.2M
5
CWAN icon
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 Held Since
BULL icon
26
Webull Corp
BULL
$3.32B
$2.02M 0.24%
309,857
-1,190,143
-79% -$7.7M
2025 Q2
4 quarters
INTC icon
27
Intel
INTC
$482B
$2M 0.24%
14,300
-14,670
-51% -$1.48M
2026 Q1
1 quarter
PACB icon
28
Pacific Biosciences
PACB
$553M
$1.54M 0.19%
918,892
– –
2023 Q3
11 quarters
TXN icon
29
Texas Instruments
TXN
$257B
$1.43M 0.17%
+4,800
New +$1.33M
2026 Q2
0 quarters
MOGU icon
30
MOGU Inc
MOGU
$15.5M
$1.42M 0.17%
847,510
– –
2019 Q2
28 quarters
GOSS icon
31
Gossamer Bio
GOSS
$52.7M
$819K 0.1%
62,176
– –
2019 Q1
29 quarters
EQX icon
32
Equinox Gold
EQX
$12.9B
$782K 0.09%
80,500
– –
2025 Q3
3 quarters
ZM icon
33
Zoom
ZM
$27.7B
$778K 0.09%
+9,010
New +$852K
2026 Q2
0 quarters
ALGS icon
34
Aligos Therapeutics
ALGS
$32.2M
$440K 0.05%
76,247
– –
2020 Q4
22 quarters
RDGT icon
35
Ridgetech Inc
RDGT
$3.12M
$204 ﹤0.01%
136
+2
+1% +$4
2019 Q3
27 quarters
CWAN icon
36
DELISTED
Clearwater Analytics
CWAN
– –
-1,365,971
Closed -$32.3M –
DDL icon
37
Dingdong
DDL
$466M
– –
-354,500
Closed -$911K –
AXIA
38
DELISTED
AXIA Energia
AXIA
– –
-63,100
Closed -$712K –
EWW icon
39
iShares MSCI Mexico ETF
EWW
$1.47B
– –
-8,800
Closed -$662K –
B icon
40
Barrick Mining
B
$66.8B
– –
-25,400
Closed -$1.04M –
UXIN icon
41
Uxin Ltd
UXIN
$224M
– –
-19,156
Closed -$58.8K –
VNET icon
42
VNET Group
VNET
$1.14B
– –
-65,100
Closed -$546K –
ONC icon
43
BeOne Medicines Ltd
ONC
$41.7B
– –
-1,034,306
Closed -$307M –
1
2

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NCM
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SIG
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AFA
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BEC
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AFA
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AWA
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GWS
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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.