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HHLR Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 7.53%
This Fund
S&P 500
This Quarter Est. Return
+24.11%
1 Year Est. Return
+7.53%
3 Year Est. Return
+82.23%
5 Year Est. Return
+55.28%
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
PDD icon
1
Pinduoduo
PDD
$125B
$777M 21.94%
6,562,576
+3,832,301
+140% +$440M
BABA icon
2
Alibaba
BABA
$275B
$517M 14.6%
3,907,755
-979,545
-20% -$113M
FUTU icon
3
Futu Holdings
FUTU
$14.4B
$441M 12.46%
4,307,492
+3,189,189
+285% +$327M
ONC
4
BeOne Medicines Ltd
ONC
$34B
$282M 7.95%
1,034,306
-2,770,100
-73% -$648M
NTES icon
5
NetEase
NTES
$82.6B
$275M 7.76%
2,668,697
+79,754
+3% +$8.02M
BEKE icon
6
KE Holdings
BEKE
$17.7B
$241M 6.8%
11,973,402
+712,126
+6% +$14.1M
LEGN icon
7
Legend Biotech
LEGN
$3.64B
$203M 5.74%
5,984,550
– –
JD icon
8
JD.com
JD
$43.2B
$198M 5.59%
4,811,700
+3,121,700
+185% +$125M
VIPS icon
9
Vipshop
VIPS
$7.2B
$105M 2.96%
6,683,901
-8,196,101
-55% -$124M
WNS
10
DELISTED
WNS Holdings
WNS
$94.2M 2.66%
1,531,466
– –
AVBP icon
11
ArriVent BioPharma
AVBP
$1.37B
$82.9M 2.34%
4,484,672
– –
TCOM icon
12
Trip.com Group
TCOM
$29.2B
$59.7M 1.69%
938,842
+25,000
+3% +$1.64M
ENFN
13
DELISTED
Enfusion, Inc.
ENFN
$55.5M 1.57%
4,975,183
– –
YSG
14
Yatsen Holding
YSG
$315M
$33.1M 0.94%
6,885,873
– –
CTKB icon
15
Cytek Biosciences
CTKB
$566M
$26.7M 0.75%
6,657,030
– –
BIDU icon
16
Baidu
BIDU
$35.6B
$15.6M 0.44%
+170,000
New +$15.3M
LI icon
17
Li Auto
LI
$14.4B
$15.6M 0.44%
+620,000
New +$16M
YUMC icon
18
Yum China
YUMC
$15.8B
$15.2M 0.43%
+292,122
New +$14M
ZTO icon
19
ZTO Express
ZTO
$18.3B
$13.3M 0.38%
671,387
+235,460
+54% +$4.6M
BZ icon
20
Kanzhun
BZ
$7.25B
$11M 0.31%
+576,339
New +$9.38M
HTHT icon
21
Huazhu Hotels Group
HTHT
$13.3B
$8.78M 0.25%
+237,332
New +$8.22M
API
22
Agora
API
$337M
$8.44M 0.24%
2,098,553
– –
ATAT icon
23
Atour Lifestyle Holdings
ATAT
$4.82B
$6.87M 0.19%
+242,342
New +$6.92M
TSM icon
24
TSMC
TSM
$1.96T
$5.48M 0.15%
33,000
-9,588
-23% -$1.86M
GOSS icon
25
Gossamer Bio
GOSS
$97.4M
$5.47M 0.15%
4,974,041
– –
1
2 3

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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.