HHLR ADVISORS, LTD.
CIK 1762304 · View on SEC EDGAR ↗
- Portfolio value
- $832.1M
- Positions
- 35
- As of
- June 30, 2026
#2,756 of 9,443 by 13F value · top 29.2%
Portfolio value QoQ: -50.3% 13F does not disclose cash
- Top 10 holdings weight
- 85.70%
- Top 25 holdings weight
- 98.65%
- Positions above 1%
- 16
- Effective number of positions
- 8.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 10.36% Est. buys $129,759,065 · sells $882,351,959
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 43.8% still held
- New positions
- 6
- Increased
- 6
- Decreased
- 7
- Closed
- 9
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Performance vs S&P 500
Annualized: +5.7% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 97.9% · Options excluded: 0.0%
Sector breakdown
Healthcare
45.8%
Financial Services
20.2%
Retail
12.4%
Technology
8.9%
Real Estate
3.9%
Consumer products
1.9%
Industrials
1.1%
Communication Services
0.5%
Communications
0.3%
Other/Unmapped
5.1%
Full portfolio 35 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| LEGN Legend Biotech Corporation - American Depositary Shares | $172,833,804 | 20.77% | 5,984,550 | $64,573,294 | |||
| FUTU Futu Holdings Limited - American Depositary Shares | $165,758,848 | 19.92% | 1,768,283 | $-28,369,647 | Up ×1 | ||
| AVBP ArriVent BioPharma, Inc. - Common Stock | $136,497,525 | 16.40% | 3,929,117 | $45,852,796 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $48,536,111 | 5.83% | 162,933 | $31,595,292 | Down ×1 | ||
| VIPS Vipshop Holdings Limited American Depositary Shares, each representing two ordinary shares | $46,017,504 | 5.53% | 3,470,400 | $44,057,220 | Up ×1 | ||
| PDD PDD Holdings Inc. - American Depositary Shares | $38,140,000 | 4.58% | 500,000 | $-387,442,663 | Down ×2 | ||
| BEKE KE Holdings Inc American Depositary Shares (each representing three Class A Ordinary Shares) | $32,233,018 | 3.87% | 2,218,377 | $-31,184,064 | Down ×1 | ||
| CTKB Cytek Biosciences, Inc. - Common Stock | $29,490,643 | 3.54% | 6,657,030 | $399,422 | |||
| Unknown issuer (CUSIP: 010911105) | $25,910,556 | 3.11% | 956,462 | Up ×1 | |||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $17,653,985 | 2.12% | 183,934 | $-290,181,822 | Down ×2 | ||
| Unknown issuer (CUSIP: 67613T104) | $15,560,284 | 1.87% | 831,656 | Up ×1 | |||
| YSG Yatsen Holding Limited American Depositary Shares, each representing twenty (20) Class A Ordinary Shares | $15,488,217 | 1.86% | 4,885,873 | $439,728 | |||
| NBP NovaBridge Biosciences - American Depositary Shares | $11,662,108 | 1.40% | 5,980,568 | $-3,050,089 | |||
| CTNM Contineum Therapeutics, Inc. - Common stock | $10,970,433 | 1.32% | 669,337 | $2,228,892 | |||
| MAZE Maze Therapeutics, Inc. - Common Stock | $10,922,276 | 1.31% | 366,028 | $-3,660 | |||
| API Agora, Inc. - ADS | $8,373,226 | 1.01% | 2,098,553 | $944,348 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $7,407,111 | 0.89% | 15,510 | $2,162,127 | Down ×1 | ||
| SGMT Sagimet Biosciences Inc. - Series A Common Stock | $5,602,704 | 0.67% | 724,800 | $1,815,624 | |||
| NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | $4,484,772 | 0.54% | 34,999 | ||||
| GE GE Aerospace Common Stock | $3,753,370 | 0.45% | 10,043 | $903,468 | |||
| LITE Lumentum Holdings Inc. - Common Stock | $2,831,598 | 0.34% | 3,300 | $1,777,458 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2,812,065 | 0.34% | 14,054 | $1,659,281 | Up ×1 | ||
| TUYA Tuya Inc. American Depositary Shares, each representing one Class A Ordinary Share | $2,753,344 | 0.33% | 1,564,400 | $-860,420 | |||
| GLW Corning Incorporated Common Stock | $2,622,244 | 0.32% | 10,266 | $1,575,275 | Up ×1 | ||
| COHR Coherent Corp. Common Stock | $2,531,314 | 0.30% | 6,417 | $1,512,966 | Up ×1 | ||
| BULL Webull Corporation - Class A Ordinary Shares | $2,020,268 | 0.24% | 309,857 | $-5,179,732 | Down ×3 | ||
| INTC Intel Corporation - Common Stock | $1,996,709 | 0.24% | 14,300 | $718,263 | Down ×1 | ||
| PACB Pacific Biosciences of California, Inc. - Common Stock | $1,543,739 | 0.19% | 918,892 | $330,802 | |||
| TXN Texas Instruments Incorporated - Common Stock | $1,430,736 | 0.17% | 4,800 | Up ×1 | |||
| MOGU MOGU Inc. American Depositary Shares (each representing 25 Class A Ordinary Shares) | $1,415,342 | 0.17% | 847,510 | $-474,605 | |||
| GOSS Gossamer Bio, Inc. - Common Stock | $818,727 | 0.10% | 4,974,041 | $-815,245 | |||
| EQX | $782,460 | 0.09% | 80,500 | $-381,570 | |||
| ZM Zoom Communications, Inc. - Class A Common Stock | $777,653 | 0.09% | 9,010 | Up ×1 | |||
| ALGS Aligos Therapeutics, Inc. - Common stock | $439,945 | 0.05% | 76,247 | $-126,570 | |||
| Unknown issuer (CUSIP: G2124G203) | $204 | 0.00% | 136 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| LEGN | Price move only | +0 | +$64.6M |
| AVBP | Price move only | +0 | +$45.9M |
| MRVL | Trimmed | -8K | +$31.6M |
| BEKE | Trimmed | -2.0M | -$31.2M |
| FUTU | Bought more | +349K | -$28.4M |
| BULL | Trimmed | -1.2M | -$5.2M |
| NBP | Price move only | +0 | -$3.1M |
| CTNM | Price move only | +0 | +$2.2M |
| TSM | Trimmed | -10 | +$2.2M |
| SGMT | Price move only | +0 | +$1.8M |
3 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| ONC | June 30, 2026 | 1,034,306 | $307,157,853 | 30.8% |
| BIDU | Dec. 31, 2025 | 1,641,000 | $216,234,570 | -28.1% |
| NTES | Dec. 31, 2025 | 790,807 | $120,194,756 | -11.7% |
| WNS | Sept. 30, 2025 | 1,531,466 | $96,849,910 | No longer tracked |
| JD | Sept. 30, 2025 | 2,275,500 | $74,272,320 | -16.7% |
| TCOM | June 30, 2025 | 938,842 | $59,691,574 | -21.4% |
| ENFN | June 30, 2025 | 4,975,183 | $55,473,290 | No longer tracked |
| YMM | Dec. 31, 2025 | 4,066,553 | $52,743,192 | -19.3% |
| CWAN | June 30, 2026 | 1,365,971 | $32,305,214 | No longer tracked |
| SE | Dec. 31, 2025 | 180,050 | $32,180,337 | -7.9% |
| KNSA | March 31, 2025 | 1,582,635 | $31,304,520 | 258.6% |
| BBIO | March 31, 2025 | 1,023,950 | $28,097,188 | 140.8% |
| VIPS | Sept. 30, 2025 | 1,131,788 | $17,033,409 | -28.2% |
| LI | Sept. 30, 2025 | 620,000 | $16,808,200 | -49.6% |
| BIDU | June 30, 2025 | 170,000 | $15,645,100 | 9.5% |
| YUMC | June 30, 2025 | 292,122 | $15,207,871 | 7.5% |
| ZTO | Sept. 30, 2025 | 671,387 | $11,917,119 | 10.3% |
| BZ | Sept. 30, 2025 | 576,339 | $10,281,888 | -32.1% |
| HTHT | June 30, 2025 | 237,332 | $8,783,657 | 46.6% |
| ATAT | June 30, 2025 | 242,342 | $6,870,396 | 12.1% |
| TSM | June 30, 2025 | 33,000 | $5,478,000 | 82.3% |
| EM | Dec. 31, 2025 | 3,949,700 | $5,332,095 | No longer tracked |
| SOHU | June 30, 2025 | 201,432 | $2,652,859 | 7.4% |
| GEV | March 31, 2025 | 7,826 | $2,574,206 | 218.2% |
| GOOGL | March 31, 2026 | 7,300 | $2,284,900 | 19.3% |
| BEDU | Dec. 31, 2025 | 988,143 | $1,926,879 | No longer tracked |
| IBIT | March 31, 2026 | 35,300 | $1,752,645 | |
| DHR | June 30, 2025 | 8,026 | $1,645,330 | 8.6% |
| MCO | March 31, 2026 | 2,888 | $1,475,335 | 14.5% |
| JOYY | June 30, 2025 | 34,000 | $1,427,320 | 45.1% |
| CYD | June 30, 2025 | 70,000 | $1,189,300 | 71.6% |
| MSCI | Sept. 30, 2025 | 2,008 | $1,158,094 | -0.4% |
| B | June 30, 2026 | 25,400 | $1,036,066 | 23.7% |
| WB | June 30, 2025 | 100,000 | $947,000 | -24.2% |
| DDL | June 30, 2026 | 354,500 | $911,065 | 18.9% |
| TT | March 31, 2025 | 2,338 | $863,540 | 34.8% |
| DADA | March 31, 2025 | 700,000 | $847,000 | No longer tracked |
| XYF | June 30, 2025 | 50,000 | $719,500 | -68.7% |
| AXIA | June 30, 2026 | 63,100 | $711,768 | No longer tracked |
| EWW | June 30, 2026 | 8,800 | $662,024 | No longer tracked |
| PYXS | March 31, 2025 | 382,606 | $596,865 | 229.6% |
| VNET | June 30, 2026 | 65,100 | $546,189 | -15.5% |
| ECX | June 30, 2025 | 400,000 | $504,000 | -46.3% |
| MOMO | March 31, 2025 | 53,590 | $413,179 | -10.2% |
| AXIAPRC | March 31, 2026 | 25,390 | $218,862 | No longer tracked |
| MGX | June 30, 2025 | 150,699 | $204,951 | -16.9% |
| LSBCF | Sept. 30, 2025 | 75,179 | $76,683 | No longer tracked |
| UXIN | June 30, 2026 | 19,156 | $58,809 | -25.9% |
| RDGT | June 30, 2026 | 20,167 | $657 | -46.0% |