Hhlr Advisors
GRAND CAYMAN, E9files as HHLR ADVISORS, LTD.
$832m in 35 US stocks at the end of 30 June 2026. The top 10 are 85.7% of the money. It changed about 57.9% of the portfolio this quarter.
Value
$832m
Stocks
35
Top 10 share
85.7%
Turnover
57.9%
What changed this quarter
New
Bought for the first time this quarter.
- Alamar BiosciencesALMR3.1% of the fund
- Odyssey TherapeuticsODTX1.9% of the fund
- Netease.comNTES0.5% of the fund
- Texas InstrumentsTXN0.2% of the fund
- Zoom CommunicationsZM<0.1% of the fund
- RidgetechRDGT<0.1% of the fund
Added
Bought more of a stock they already held.
- Futu HldgsFUTU19.9% of the fund+25%
- Vipshop HldgsVIPS5.5% of the fund+2683%
- Lumentum HoldingsLITE0.3% of the fund+120%
- NvidiaNVDA0.3% of the fund+113%
- CorningGLW0.3% of the fund+33%
- CoherentCOHR0.3% of the fund+50%
Cut
Sold some of their stake.
- Marvell TechnologyMRVL5.8% of the fund-5%
- PDD HoldingsPDD4.6% of the fund-88%
- KE HldgsBEKE3.9% of the fund-48%
- Alibaba Group HldgBABA2.1% of the fund-93%
- WebullBULL0.2% of the fund-79%
- IntelINTC0.2% of the fund-51%
Sold out
Sold their entire stake.
- Beone MedicinesONC-100%
- Clearwater Analytics Hldgs I-100%
- Barrick MiningB-100%
- Dingdong CaymanDDL-100%
- Axia Energia SAAXIAY-100%
- IsharesEWW-100%
- Vnet GroupVNET-100%
- UxinUXIN-100%
- Ridgetech-100%
Holdings
- Legend BiotechLEGN
- Share
- 20.8%
- Value
- $173m
- Shares
- 5,984,550
Held
- Futu HldgsFUTU
- Share
- 19.9%
- Value
- $166m
- Shares
- 1,768,283
+25%
- Vipshop HldgsVIPS
- Share
- 5.5%
- Value
- $46m
- Shares
- 3,470,400
+2683%
- PDD HoldingsPDD
- Share
- 4.6%
- Value
- $38m
- Shares
- 500,000
-88%
- KE HldgsBEKE
- Share
- 3.9%
- Value
- $32m
- Shares
- 2,218,377
-48%
- Alamar BiosciencesALMR
- Share
- 3.1%
- Value
- $26m
- Shares
- 956,462
New
- Alibaba Group HldgBABA
- Share
- 2.1%
- Value
- $18m
- Shares
- 183,934
-93%
- Odyssey TherapeuticsODTX
- Share
- 1.9%
- Value
- $16m
- Shares
- 831,656
New
- Yatsen HldgYSG
- Share
- 1.9%
- Value
- $15m
- Shares
- 4,885,873
Held
- Novabridge BiosciencesNBP
- Share
- 1.4%
- Value
- $12m
- Shares
- 5,980,568
Held
- Netease.comNTES
- Share
- 0.5%
- Value
- $4m
- Shares
- 34,999
New
- TuyaTUYA
- Share
- 0.3%
- Value
- $3m
- Shares
- 1,564,400
Held
- MoguMOGU
- Share
- 0.2%
- Value
- $1m
- Shares
- 847,510
Held
- Equinox GoldEQX
- Share
- <0.1%
- Value
- $782,460
- Shares
- 80,500
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Legend BiotechLEGN | 20.8% | $173m | 5,984,550 | Held |
| Futu HldgsFUTU | 19.9% | $166m | 1,768,283 | +25% |
| ArriVent BioPharmaAVBP | 16.4% | $136m | 3,929,117 | Held |
| Marvell TechnologyMRVL | 5.8% | $49m | 162,933 | -5% |
| Vipshop HldgsVIPS | 5.5% | $46m | 3,470,400 | +2683% |
| PDD HoldingsPDD | 4.6% | $38m | 500,000 | -88% |
| KE HldgsBEKE | 3.9% | $32m | 2,218,377 | -48% |
| Cytek BiosciencesCTKB | 3.5% | $29m | 6,657,030 | Held |
| Alamar BiosciencesALMR | 3.1% | $26m | 956,462 | New |
| Alibaba Group HldgBABA | 2.1% | $18m | 183,934 | -93% |
| Odyssey TherapeuticsODTX | 1.9% | $16m | 831,656 | New |
| Yatsen HldgYSG | 1.9% | $15m | 4,885,873 | Held |
| Novabridge BiosciencesNBP | 1.4% | $12m | 5,980,568 | Held |
| Contineum TherapeuticsCTNM | 1.3% | $11m | 669,337 | Held |
| Maze TherapeuticsMAZE | 1.3% | $11m | 366,028 | Held |
| AgoraAPI | 1.0% | $8m | 2,098,553 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.9% | $7m | 15,510 | Held |
| Sagimet BiosciencesSGMT | 0.7% | $6m | 724,800 | Held |
| Netease.comNTES | 0.5% | $4m | 34,999 | New |
| General ElectricGE | 0.5% | $4m | 10,043 | Held |
| Lumentum HoldingsLITE | 0.3% | $3m | 3,300 | +120% |
| NvidiaNVDA | 0.3% | $3m | 14,054 | +113% |
| TuyaTUYA | 0.3% | $3m | 1,564,400 | Held |
| CorningGLW | 0.3% | $3m | 10,266 | +33% |
| CoherentCOHR | 0.3% | $3m | 6,417 | +50% |
| WebullBULL | 0.2% | $2m | 309,857 | -79% |
| IntelINTC | 0.2% | $2m | 14,300 | -51% |
| Pacific Biosciences of CaliforniaPACB | 0.2% | $2m | 918,892 | Held |
| Texas InstrumentsTXN | 0.2% | $1m | 4,800 | New |
| MoguMOGU | 0.2% | $1m | 847,510 | Held |
| Gossamer BioGOSS | <0.1% | $818,727 | 4,974,041 | Held |
| Equinox GoldEQX | <0.1% | $782,460 | 80,500 | Held |
| Zoom CommunicationsZM | <0.1% | $777,653 | 9,010 | New |
| Aligos TherapeuticsALGS | <0.1% | $439,945 | 76,247 | Held |
| RidgetechRDGT | <0.1% | $204 | 136 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 73.2% since 30 June 2025.
Where the money is
Health care28.6%
Technology9.5%
Industrials0.5%
Financial services0.2%
Materials0.1%
Everyday goods0.0%
Other61.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.