Hillhouse HHLR's third-quarter position: the trend of increasing positions is obvious

On November 15th, Hillhouse's fund management platform HHLR Advisors announced its US stock holdings as of the end of the third quarter. The data shows that the number of its holdings in the third quarter decreased from 78 in the second quarter to 48, and the number of US technology stocks were cleared and reduced. The total market value of the holdings increased from $4.054 billion in the second quarter to $4.555 billion. The market value of Chinese stocks held in the second quarter accounted for 85%, and rose to 93% in the third quarter. Among the top ten heavy holdings, Chinese stocks accounted for nine seats, namely BeiGene (BGNE. O), Alibaba, Pinduoduo, Legendary Bio, Vipshop, NetEase, Shell, Ctrip, and Futu Holdings.