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HA
HHLR Advisors Portfolio holdings
AUM
$832M
Turnover
30.23%
1-Year Est. Return
32.38%
This Fund
S&P 500
This Quarter
Est. Return
+3%
1 Year Est. Return
+32.38%
3 Year Est. Return
+137.31%
5 Year Est. Return
+86.76%
10 Year Est. Return
–
AUM
$3.1B
AUM Growth
-$435M
(-12%)
Cap. Flow
-$287M
Cap. Flow
% of AUM
-9.25%
Top 10 Holdings %
Top 10 Hldgs %
90.28%
Holding
51
New
2
Increased
2
Reduced
9
Closed
15
Avg Time Held
3
years
Top 10 Avg Time Held
1.9
years
Top 20 Avg Time Held
1.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Webull Corp
BULL
|
+$512M |
| 2 |
Pinduoduo
PDD
|
+$43.5M |
| 3 |
Clearwater Analytics
CWAN
|
+$31.4M |
| 4 |
Futu Holdings
FUTU
|
+$485K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alibaba
BABA
|
+$327M |
| 2 |
NetEase
NTES
|
+$116M |
| 3 |
KE Holdings
BEKE
|
+$86.7M |
| 4 |
JD.com
JD
|
+$86.5M |
| 5 |
Vipshop
VIPS
|
+$78.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 31.41% |
| 2 | Healthcare | 19.95% |
| 3 | Financials | 17.24% |
| 4 | Technology | 17.2% |
| 5 | Communication Services | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Contineum Therapeutics
CTNM
$297M
| $2.66M | 0.09% |
669,337
| – | – |
2024 Q2
4 quarters
|
|
27
MOGU Inc
MOGU
$15.8M
| $1.8M | 0.06% |
847,510
| – | – |
2019 Q2
24 quarters
|
|
|
BEDU
28
DELISTED
Bright Scholar Education Holdings
BEDU
| $1.75M | 0.06% |
988,143
| – | – |
2018 Q4
26 quarters
|
|
29
GE Aerospace
GE
$324B
| $1.62M | 0.05% |
6,305
-452
| -7% | -$99.2K |
2024 Q1
5 quarters
|
|
30
Moody's
MCO
$83.8B
| $1.24M | 0.04% |
2,476
-161
| -6% | -$74.6K |
2023 Q4
6 quarters
|
|
31
MSCI
MSCI
$41.8B
| $1.16M | 0.04% |
2,008
-120
| -6% | -$66.4K |
2024 Q4
2 quarters
|
|
32
Pacific Biosciences
PACB
$609M
| $1.14M | 0.04% |
918,892
| – | – |
2023 Q3
7 quarters
|
|
33
Aligos Therapeutics
ALGS
$33.7M
| $550K | 0.02% |
76,247
| – | – |
2020 Q4
18 quarters
|
|
|
LSB
34
DELISTED
LakeShore Biopharma
LSB
| $76.7K | ﹤0.01% |
75,179
| – | – |
2023 Q1
9 quarters
|
|
35
Uxin Ltd
UXIN
$227M
| $70.5K | ﹤0.01% |
19,156
| – | – |
2019 Q3
23 quarters
|
|
36
Ridgetech Inc
RDGT
$3.01M
| $22.2K | ﹤0.01% |
134
| – | – |
2019 Q3
23 quarters
|
|
37
Atour Lifestyle Holdings
ATAT
$4.56B
| – | – |
-242,342
| Closed | -$6.87M | – |
|
38
Baidu
BIDU
$28.1B
| – | – |
-170,000
| Closed | -$15.6M | – |
|
39
China Yuchai International
CYD
$989M
| – | – |
-70,000
| Closed | -$1.19M | – |
|
40
Danaher
DHR
$163B
| – | – |
-8,026
| Closed | -$1.65M | – |
|
41
ECARX Holdings
ECX
$368M
| – | – |
-400,000
| Closed | -$504K | – |
|
42
Huazhu Hotels Group
HTHT
$14.5B
| – | – |
-237,332
| Closed | -$8.78M | – |
|
43
Sohu.com
SOHU
$329M
| – | – |
-201,432
| Closed | -$2.65M | – |
|
44
Trip.com Group
TCOM
$25.1B
| – | – |
-938,842
| Closed | -$59.7M | – |
|
45
TSMC
TSM
$2.19T
| – | – |
-33,000
| Closed | -$5.48M | – |
|
46
Weibo
WB
$1.61B
| – | – |
-100,000
| Closed | -$947K | – |
|
47
X Financial
XYF
$189M
| – | – |
-50,000
| Closed | -$720K | – |
|
48
Yum China
YUMC
$15.1B
| – | – |
-292,122
| Closed | -$15.2M | – |
|
49
Metagenomi Therapeutics
MGX
$31.9M
| – | – |
-150,699
| Closed | -$205K | – |
|
50
JOYY Inc
JOYY
$4.07B
| – | – |
-34,000
| Closed | -$1.43M | – |
|
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HHLR Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, HHLR Advisors held 51 positions worth $3.1B, down 12% from $3.54B the previous quarter. Its ten largest holdings account for 90% of the portfolio.
HHLR Advisors withdrew a net $287M in Q2 2025, closing 15 positions and reducing 9 holdings. Its most notable exit was Trip.com Group, an estimated $59.7M position sold in full.
By sector, the portfolio is most concentrated in Consumer Discretionary at 31% of assets, down from 48% a quarter earlier, followed by Healthcare and Financials.
Against the trend, HHLR Advisors opened a new position in Webull Corp worth $396M.
- HHLR Advisors's largest Q2 2025 buy was Webull Corp: 33,080,846 shares worth $396M.
- HHLR Advisors added most to Pinduoduo in Q2 2025, an estimated $43.5M increase.
- HHLR Advisors's biggest Q2 2025 reduction was Alibaba, cutting an estimated $327M.
- HHLR Advisors fully exited Trip.com Group in Q2 2025, selling an estimated $59.7M.
- HHLR Advisors's ten largest holdings make up 90% of its $3.1B portfolio in Q2 2025.
- HHLR Advisors opened 2 new positions and closed 15 in Q2 2025.
- HHLR Advisors's portfolio value fell 12% quarter-over-quarter to $3.1B.
Based on HHLR Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.