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高瓴HHLRQ2持仓:科技和新能源依旧是重仓方向 持仓中概股市值占近七成

Hillhouse HHLRQ2 position: technology and new energy are still heavy positions, accounting for nearly 70% of the market capitalization of Chinese-listed stocks.

Breakings ·  Aug 16, 2022 04:38
HHLR's position in US stocks in the second quarter of Hillhouse revealed that in the second quarter, the top 10 HHLR stocks were BeiGene, Ltd., JD.com, Saifu, DoorDash, SEA, Vipshop Holdings Limited, Legend Biotech Corp, BABA, KE Holdings Inc. and Daqo New Energy Corp, of which 7 were US-listed stocks. Of all the US stock positions held by HHLR in the second quarter, US-listed stocks held a combined market capitalization of nearly $3 billion, accounting for 64 per cent of the market capitalization. In the second quarter, science and technology and new energy are still the key investment directions of HHLR. In the direction of technology investment, HHLR also bought Amazon.Com Inc, Microsoft Corp and other technology companies while continuing to hold heavy positions in SIFE, SEA, DoorDash and Coupang. In the direction of new energy, HHLR cleared Li Auto Inc., but at the same time bought Tesla, Inc. and JinkoSolar Holding Co Ltd Holdings, while increasing the position of Daqo New Energy Corp, Daqo New Energy Corp also entered the top ten heavy stocks of HHLR.

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