一季度高瓴HHLR再加码多只中概，拼多多成第二大重仓，华住晋升前十_老虎社区_美港股上老虎

一季度高瓴HHLR再加码多只中概，拼多多成第二大重仓，华住晋升前十

华尔街见闻2023-05-16

摘要：一季度高瓴增持最多的是拼多多，持股较四季度增长266%，刚建仓华住酒店305万股就晋升十大重仓股之一，加仓阿里21%；一季度减持最多的是京东，持股减少63%，在十大重仓股中排名从第二降至第十；一季度新进百度、理想汽车；加仓美国科技股微软、亚马逊、AMD。美东时间5月15日周一，高瓴资本旗下专攻二级投资的基金管理机构HHLR Advisors公布13F文件，披露今年第一季度继续集中配置中概股，...

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gdudhfjjfjzh
·2023-05-16
聪明人都看得出来pdd超跌严重
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HooksMan
·2023-05-16
亏太多了，所以加仓拉低均价，等反弹
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YWY
·2023-05-16
阿里🔥🚀🚀🚀
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Advisors公布13F文件，披露今年第一季度继续集中配置中概股，部分重仓的中概股排名提升。这份递交美国证监会的持仓文件显示，高瓴HHLR（下称“高瓴”）一季度的持仓市值规模较去年第四季度提升了近20%，一季度共对包括阿里巴巴、拼多多在内的九只中概股进行了增持与新进买入等操作。截至一季度末，高瓴的十大重仓股分别是：一、百济神州（BGNE）；二、拼多多（PDD）；三、贝壳找房（BEKE）；四、阿里巴巴（BABA）；五、云软件巨头赛富时（Salesforce、代码CRM）；六、“美版美团”DoorDash（DASH）；七、矿产和油气资源公司自由港麦克莫兰（Freeport-McMoRan、代码FCX）；八、传奇生物（LEGN）；九、华住酒店集团（HTHT）；京东（JD）。和去年第四季度一样，一季度高瓴十大重仓股中也有七只中概股。其中，百济神州的持仓依然排在第一位，贝壳和阿里的排名也保持不变，分别位居第三和第四，拼多多的排名从第八升至第二，四季度的第二大重仓股京东排名降至第十，传奇生物排名从第六降至第八，华住酒店是前十位中的新面孔，四季度排名第五的唯品会跌出前十。非中概股中，赛富时的持仓排名从第九升至第五，DoorDash的排名从第十升至第六，自由港麦克莫兰的排名持平四季度。继续加仓阿里、拼多多 拼多多持仓翻倍 刚建仓华住就晋升前十到今年一季度末，在高瓴的全部美股持仓中，中概股合计持有市值占比接近70%，占比持平去年四季度末。一季度高瓴增持最多的个股当属拼多多。当季大幅增持拼多多近774万股，较去年四季度持股数增长266%，持股总数增持1064万股，季末市值近8.08亿美元，由此成为高瓴第二大重仓股，在投资组合中的占比从四季度的5%升至14.32%。一季度高瓴对阿里巴巴的持股环比增加66万多股，增幅21%，季末持有超过378万股，市值近3.9亿美元，在投资组合中的占比从四季度的5.81%升至6.86%。这是在去年二季度建仓后高瓴连续第三个季度加仓拼多多和阿里。华尔街见闻曾提到，去年一季度，高瓴清仓阿里巴巴和拼多多，二季度又抄底、再度建仓，分别买入189万股和139万股，三季度增持拼多多超过60万股，使拼多多持仓跻身前十，同时增持阿里将近35万股，阿里的持仓从第八位升至第八位。值得一提的是，在上周景林资产公布的13F持仓报告中，头号重仓股就是拼多多，其一季度共持有423.9万股，市值3.22亿美元。在景林的十大重仓股中，中概股占六席，均有较强的互联网属性。一季度贝壳是仅次于拼多多的高龄第二大增持个股，当季增持1018万股，持股数较去年四季度环比增长48%，季末市值超过5.88亿美元，在投资组合中占比10.43%。一季度，作为新建仓的个股，华住刚被高瓴建仓305万股，就跻身十大重仓股行列，季末市值超过1.64亿美元，在投资组合中占比2.92%，成为仅次于拼多多和贝壳的一季度高瓴押注最多中概股。数据显示今年一季度华住股价上涨15.46%，公开资料显示“五一”期间华住集团在全国的酒店平均预订率达90%，其中城际酒店Intercity Hotel、桔子水晶、漫心的平均预订率超过80%。新进百度、理想汽车 大幅减持京东、唯品会高瓴一季度共增持、新进了23只美股标的，同时根据市场变化对27只美股标的进行了减持调整。除中概股外，科技仍旧是HHLR的主要投资逻辑，除了赛富时、DoorDash依旧出现在十大重仓股外，HHLR在一季度还增持了微软、亚马逊，新进了AMD。中概股中，高瓴当季新进了两只中概股百度和理想汽车，其中买入百度将近40.6万股，季末市值超过6120万美元，在投资组合中占比0.83%；买入理想汽车超过104万股，季末市值超过2572万美元，在投资组合中占比0.46%。高瓴一季度减持最多的个股是京东，当季持股较四季度减少超过422万股，降幅63%，季末持股降至近240万股，市值超过1.05亿美元，在投资组合中的占比从四季度的7.85%降至1.87%。上周五，景林也公布一季度减持京东。一季度减持规模仅次于京东是唯品会。当季对唯品会的持股环比减少近1668万股，降幅87%，持股降至230万股，市值近3500万美元，在投资组合中的占比从四季度的5.47%降至0.62%，持仓排名从四季度的第五降至第23位。新近报告显示，桥水、索罗斯等机构一季度也进行了较明显的调仓，桥水在一季度减持了先锋领航富时新兴市场ETF，拼多多、亿滋国际等标的；索罗斯基金截至一季度末增持31只股票，清仓89只股票，减持54只股票。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":652964297,"gmtCreate":1684229633019,"gmtModify":1684229634685,"author":{"id":"3493041815189173","authorId":"3493041815189173","name":"gdudhfjjfjzh","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3493041815189173","authorIdStr":"3493041815189173"},"htmlText":"聪明人都看得出来pdd超跌严重","listText":"聪明人都看得出来pdd超跌严重","text":"聪明人都看得出来pdd超跌严重","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652964297","repostId":2335848652,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":652074010,"gmtCreate":1684202011830,"gmtModify":1684202013822,"author":{"id":"3485379668728888","authorId":"3485379668728888","name":"HooksMan","avatar":"https://static.tigerbbs.com/97c3658b49f3f4b0337ed8186a94f488","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":6,"crmLevelSwitch":1,"idStr":"3485379668728888","authorIdStr":"3485379668728888"},"htmlText":"亏太多了，所以加仓拉低均价，等反弹","listText":"亏太多了，所以加仓拉低均价，等反弹","text":"亏太多了，所以加仓拉低均价，等反弹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652074010","repostId":2335848652,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":652071633,"gmtCreate":1684199946222,"gmtModify":1684199947896,"author":{"id":"3478516704047330","authorId":"3478516704047330","name":"YWY","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3478516704047330","authorIdStr":"3478516704047330"},"htmlText":"阿里🔥🚀🚀🚀","listText":"阿里🔥🚀🚀🚀","text":"阿里🔥🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652071633","repostId":2335848652,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":12,"commentSize":3,"repostSize":4,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}