Hillhouse's HHLR holdings in the first quarter: the first heavy position is still Pinduoduo, building a position in AMD

On May 15th, according to the latest 13F document disclosed by Hillhouse's HHLR Advisors, the concentration of the top ten heavy stocks in the first quarter of the year was 84.57%, and the holdings of Pinduoduo (PDD. O) increased by 16.62%, ranking firmly in the top position with a market value of 25.28%. Building a position of 912,400 shares in AMD (AMD. O) became its sixth largest position with a market value of 3.04%, reducing the holdings of Shell (BEKE. N), Microsoft (MSFT. O), Salesforce (CRM. N), and DoorDash (DASH. N) in the original ten stocks, DoorDash was squeezed out of the top ten. In addition, it reduced its holdings by 71.87% of Baidu (BIDU. O), 88.21% of Alibaba (BABA. N) and 95.78% of JD.com (JD. O).