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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
+24.11%
1 Year Est. Return
+32.38%
3 Year Est. Return
+137.31%
5 Year Est. Return
+86.76%
10 Year Est. Return
–
AUM
$3.54B
AUM Growth
+$652M
Cap. Flow
+$38.7M
Cap. Flow %
1.09%
Top 10 Hldgs %
88.46%
Holding
56
New
11
Increased
8
Reduced
10
Closed
7

Top Buys

Rank Stock Value
1
PDD icon
Pinduoduo
PDD
+$440M
2
FUTU icon
Futu Holdings
FUTU
+$327M
3
JD icon
JD.com
JD
+$125M
4
LI icon
Li Auto
LI
+$16M
5
BIDU icon
Baidu
BIDU
+$15.3M

Top Sells

Rank Stock Value
1
ONC
BeOne Medicines Ltd
ONC
+$648M
2
VIPS icon
Vipshop
VIPS
+$124M
3
BABA icon
Alibaba
BABA
+$113M
4
KNSA icon
Kiniksa Pharmaceuticals
KNSA
+$31.3M
5
BBIO icon
BridgeBio Pharma
BBIO
+$28.1M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 48.32%
2 Healthcare 17.53%
3 Financials 12.55%
4 Communication Services 8.66%
5 Real Estate 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DADA
51
DELISTED
Dada Nexus
DADA
– –
-700,000
Closed -$847K
KNSA icon
52
Kiniksa Pharmaceuticals
KNSA
$5.83B
– –
-1,582,635
Closed -$31.3M
MOMO
53
Hello Group
MOMO
$717M
– –
-53,590
Closed -$413K
PYXS icon
54
Pyxis Oncology
PYXS
$279M
– –
-382,606
Closed -$597K
TT icon
55
Trane Technologies
TT
$92.5B
– –
-2,338
Closed -$864K
GEV icon
56
GE Vernova
GEV
$235B
– –
-7,826
Closed -$2.57M
1 2
3

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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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HHLR Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, HHLR Advisors held 56 positions worth $3.54B, up 23% from $2.89B the previous quarter. Its ten largest holdings account for 88% of the portfolio.

HHLR Advisors's Q1 2025 filing shows 11 new, 8 increased, 10 reduced and 7 closed positions. Its largest new stake was Li Auto: 620,000 shares worth $15.6M. The largest sale was BeOne Medicines Ltd, an estimated $648M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 48% of assets, up from 35% a quarter earlier, followed by Healthcare and Financials.

  • HHLR Advisors's largest Q1 2025 buy was Li Auto: 620,000 shares worth $15.6M.
  • HHLR Advisors added most to Pinduoduo in Q1 2025, an estimated $440M increase.
  • HHLR Advisors's biggest Q1 2025 reduction was BeOne Medicines Ltd, cutting an estimated $648M.
  • HHLR Advisors fully exited Kiniksa Pharmaceuticals in Q1 2025, selling an estimated $31.3M.
  • HHLR Advisors's ten largest holdings make up 88% of its $3.54B portfolio in Q1 2025.
  • HHLR Advisors opened 11 new positions and closed 7 in Q1 2025.
  • HHLR Advisors's portfolio value rose 23% quarter-over-quarter to $3.54B.

Based on HHLR Advisors's 13F filing for Q1 2025, filed 15 May 2025.