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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
-8.93%
1 Year Est. Return
+32.38%
3 Year Est. Return
+137.31%
5 Year Est. Return
+86.76%
10 Year Est. Return
–
AUM
$1.67B
AUM Growth
-$1.43B
Cap. Flow
-$1.18B
Cap. Flow %
-70.75%
Top 10 Hldgs %
94.17%
Holding
42
New
9
Increased
2
Reduced
6
Closed
4
Avg Time Held
10.1 quarters
Top 10 Avg Time Held
9.4 quarters
Top 20 Avg Time Held
7.5 quarters

Top Buys

Rank Stock Value
1
MRVL icon
Marvell Technology
MRVL
+$14.4M
2
VIPS icon
Vipshop
VIPS
+$2.12M
3
TSM icon
TSMC
TSM
+$1.45M
4
INTC icon
Intel
INTC
+$1.33M
5
NVDA icon
NVIDIA
NVDA
+$1.21M

Top Sells

Rank Stock Value
1
PDD icon
Pinduoduo
PDD
+$689M
2
BABA icon
Alibaba
BABA
+$447M
3
FUTU icon
Futu Holdings
FUTU
+$32.8M
4
BULL icon
Webull Corp
BULL
+$29M
5
MAZE icon
Maze Therapeutics
MAZE
+$4.04M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 44.08%
2 Healthcare 34.48%
3 Financials 11.6%
4 Technology 4.71%
5 Real Estate 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
PDD icon
1
Pinduoduo
PDD
$115B
$426M 25.44%
4,165,029
-6,556,371
-61% -$689M
2022 Q2
15 quarters
BABA icon
2
Alibaba
BABA
$274B
$308M 18.4%
2,453,657
-2,976,689
-55% -$447M
2022 Q2
15 quarters
ONC icon
3
BeOne Medicines Ltd
ONC
$39.7B
$307M 18.36%
1,034,306
– –
2018 Q4
29 quarters
FUTU icon
4
Futu Holdings
FUTU
$15.8B
$194M 11.6%
1,419,483
-210,766
-13% -$32.8M
2024 Q2
7 quarters
LEGN icon
5
Legend Biotech
LEGN
$3.57B
$108M 6.47%
5,984,550
– –
2020 Q2
23 quarters
AVBP icon
6
ArriVent BioPharma
AVBP
$812M
$90.6M 5.42%
3,929,117
– –
2024 Q1
8 quarters
BEKE icon
7
KE Holdings
BEKE
$19.4B
$63.4M 3.79%
4,236,278
– –
2020 Q3
22 quarters
CWAN icon
8
DELISTED
Clearwater Analytics
CWAN
$32.3M 1.93%
1,365,971
– –
2025 Q2
3 quarters
CTKB icon
9
Cytek Biosciences
CTKB
$697M
$29.1M 1.74%
6,657,030
– –
2021 Q3
18 quarters
MRVL icon
10
Marvell Technology
MRVL
$245B
$16.9M 1.01%
+171,033
New +$14.4M
2026 Q1
0 quarters
YSG icon
11
Yatsen Holding
YSG
$242M
$15M 0.9%
4,885,873
– –
2020 Q4
21 quarters
NBP icon
12
NovaBridge Biosciences American Depositary Shares
NBP
$161M
$14.7M 0.88%
5,980,568
– –
2020 Q3
22 quarters
MAZE icon
13
Maze Therapeutics
MAZE
$1.52B
$10.9M 0.65%
366,028
-91,507
-20% -$4.04M
2025 Q1
4 quarters
CTNM icon
14
Contineum Therapeutics
CTNM
$410M
$8.74M 0.52%
669,337
– –
2024 Q2
7 quarters
API icon
15
Agora
API
$342M
$7.43M 0.44%
2,098,553
– –
2024 Q4
5 quarters
BULL icon
16
Webull Corp
BULL
$3.37B
$7.2M 0.43%
1,500,000
-4,474,604
-75% -$29M
2025 Q2
3 quarters
TSM icon
17
TSMC
TSM
$2.33T
$5.24M 0.31%
15,520
+4,220
+37% +$1.45M
2025 Q4
1 quarter
SGMT icon
18
Sagimet Biosciences
SGMT
$640M
$3.79M 0.23%
724,800
– –
2023 Q3
10 quarters
TUYA icon
19
Tuya Inc
TUYA
$1.05B
$3.61M 0.22%
1,564,400
– –
2021 Q1
20 quarters
GE icon
20
GE Aerospace
GE
$322B
$2.85M 0.17%
10,043
– –
2024 Q1
8 quarters
VIPS icon
21
Vipshop
VIPS
$6.08B
$1.96M 0.12%
+124,700
New +$2.12M
2026 Q1
0 quarters
MOGU icon
22
MOGU Inc
MOGU
$17.3M
$1.89M 0.11%
847,510
– –
2019 Q2
27 quarters
GOSS icon
23
Gossamer Bio
GOSS
$56.6M
$1.63M 0.1%
62,176
– –
2019 Q1
28 quarters
INTC icon
24
Intel
INTC
$540B
$1.28M 0.08%
+28,970
New +$1.33M
2026 Q1
0 quarters
PACB icon
25
Pacific Biosciences
PACB
$675M
$1.21M 0.07%
918,892
– –
2023 Q3
10 quarters
1
2

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HHLR Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HHLR Advisors held 42 positions worth $1.67B, down 46% from $3.1B the previous quarter. Its ten largest holdings account for 94% of the portfolio.

HHLR Advisors withdrew a net $1.18B in Q1 2026, closing 4 positions and reducing 6 holdings. Its most notable exit was Alphabet (Google) Class A, an estimated $2.28M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 44% of assets, down from 65% a quarter earlier, followed by Healthcare and Financials.

Against the trend, HHLR Advisors opened a new position in Marvell Technology worth $16.9M.

  • HHLR Advisors's largest Q1 2026 buy was Marvell Technology: 171,033 shares worth $16.9M.
  • HHLR Advisors added most to TSMC in Q1 2026, an estimated $1.45M increase.
  • HHLR Advisors's biggest Q1 2026 reduction was Pinduoduo, cutting an estimated $689M.
  • HHLR Advisors fully exited Alphabet (Google) Class A in Q1 2026, selling an estimated $2.28M.
  • HHLR Advisors's ten largest holdings make up 94% of its $1.67B portfolio in Q1 2026.
  • HHLR Advisors opened 9 new positions and closed 4 in Q1 2026.
  • HHLR Advisors's portfolio value fell 46% quarter-over-quarter to $1.67B.

Based on HHLR Advisors's 13F filing for Q1 2026, filed 15 May 2026.