2026 Q2 Portfolio Activity
In 2026 Q2, HHLR ADVISORS, LTD. maintained a portfolio of 44 distinct positions. The most significant new addition was ALAMAR BIOSCIENCES INC, now representing 3.11% of the total fund value. They heavily accumulated shares in FUTU HLDGS LTD, increasing the position by 24.6%. The fund also reduced its exposure to PDD HOLDINGS INC by 88.0%.
Position History
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Total Positions
44
Quarter
2026 Q2
Top Holding
LEGN (20.8%)
Top 10 Concentration
85.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-44 of 44
HHLR ADVISORS, LTD. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
LEGN
LEGEND BIOTECH ...
|
Healthcare | 20.77% | 6.47% |
#1
4
Prev: #5
|
7.0 |
—
|
no change | no change |
P
S
|
5,984,550 | $172,833,804 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FUTU
FUTU HLDGS LTD
|
Financial Services | 19.92% | 11.60% |
#2
2
Prev: #4
|
8.0 |
—
|
348,800 | 24.6% |
P
S
|
1,768,283 | $165,758,848 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVBP
ARRIVENT BIOPHA...
|
Healthcare | 16.40% | 5.42% |
#3
3
Prev: #6
|
6.0 |
—
|
no change | no change |
P
S
|
3,929,117 | $136,497,525 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 5.83% | 1.01% |
#4
6
Prev: #10
|
3.3 |
—
|
-8,100 | -4.7% |
P
S
|
162,933 | $48,536,111 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VIPS
VIPSHOP HLDGS L...
|
Consumer Cyclical | 5.53% | 0.12% |
#5
16
Prev: #21
|
5.7 |
—
|
3,345,700 | 2683.0% |
P
S
|
3,470,400 | $46,017,504 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 4.58% | 25.44% |
#6
5
Prev: #1
|
1.8 |
—
|
-3,665,029 | -88.0% |
P
S
|
500,000 | $38,140,000 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BEKE
KE HLDGS INC
|
Real Estate | 3.87% | 3.79% |
#7
Prev: #7
|
1.5 |
—
|
-2,017,901 | -47.6% |
P
S
|
2,218,377 | $32,233,018 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CTKB
CYTEK BIOSCIENC...
|
Healthcare | 3.54% | 1.74% |
#8
1
Prev: #9
|
2.4 |
—
|
no change | no change |
P
S
|
6,657,030 | $29,490,643 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
ALAMAR BIOSCIEN...
|
|
Unknown | 3.11% | — |
#9
Prev: #—
|
4.7 |
—
|
956,462 | — |
NEW
|
956,462 | $25,910,556 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 2.12% | 18.40% |
#10
8
Prev: #2
|
0.8 |
—
|
-2,269,723 | -92.5% |
P
S
|
183,934 | $17,653,985 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
ODYSSEY THERAPE...
|
|
Unknown | 1.87% | — |
#11
Prev: #—
|
4.2 |
—
|
831,656 | — |
NEW
|
831,656 | $15,560,284 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
YSG
YATSEN HLDG LTD
|
Consumer Defensive | 1.86% | 0.90% |
#12
1
Prev: #11
|
1.7 |
—
|
no change | no change |
P
S
|
4,885,873 | $15,488,217 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMAB
NOVABRIDGE BIOS...
|
Unknown | 1.40% | 0.88% |
#13
1
Prev: #12
|
1.6 |
—
|
no change | no change |
P
S
|
5,980,568 | $11,662,108 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CTNM
CONTINEUM THERA...
|
Healthcare | 1.32% | 0.52% |
#14
Prev: #14
|
1.5 |
—
|
no change | no change |
P
S
|
669,337 | $10,970,433 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MAZE
MAZE THERAPEUTI...
|
Healthcare | 1.31% | 0.65% |
#15
2
Prev: #13
|
1.5 |
—
|
no change | no change |
P
S
|
366,028 | $10,922,276 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
API
AGORA INC
|
Technology | 1.01% | 0.44% |
#16
1
Prev: #15
|
1.4 |
—
|
no change | no change |
P
S
|
2,098,553 | $8,373,226 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.89% | 0.31% |
#17
Prev: #17
|
0.9 |
—
|
-10 | -0.1% |
P
S
|
15,510 | $7,407,111 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SGMT
SAGIMET BIOSCIE...
|
Healthcare | 0.67% | 0.23% |
#18
Prev: #18
|
1.3 |
—
|
no change | no change |
P
S
|
724,800 | $5,602,704 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NTES
NETEASE COM INC
|
Communication Services | 0.54% | — |
#19
Prev: #—
|
3.7 |
—
|
34,999 | — |
NEW
|
34,999 | $4,484,772 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.45% | 0.17% |
#20
Prev: #20
|
1.2 |
—
|
no change | no change |
P
S
|
10,043 | $3,753,370 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LITE
LUMENTUM HLDGS ...
|
Technology | 0.34% | 0.06% |
#21
7
Prev: #28
|
3.1 |
—
|
1,800 | 120.0% |
P
S
|
3,300 | $2,831,598 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.34% | 0.07% |
#22
5
Prev: #27
|
3.1 |
—
|
7,444 | 112.6% |
P
S
|
14,054 | $2,812,065 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TUYA
TUYA INC
|
Technology | 0.33% | 0.22% |
#23
4
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
1,564,400 | $2,753,344 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLW
CORNING INC
|
Technology | 0.32% | 0.06% |
#24
5
Prev: #29
|
2.6 |
—
|
2,566 | 33.3% |
P
S
|
10,266 | $2,622,244 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COHR
COHERENT CORP
|
Technology | 0.30% | 0.06% |
#25
6
Prev: #31
|
3.1 |
—
|
2,142 | 50.1% |
P
S
|
6,417 | $2,531,314 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BULL
WEBULL CORP
|
Technology | 0.24% | 0.43% |
#26
10
Prev: #16
|
0.1 |
—
|
-1,190,143 | -79.3% |
P
S
|
309,857 | $2,020,268 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTC
INTEL CORP
|
Technology | 0.24% | 0.08% |
#27
3
Prev: #24
|
0.1 |
—
|
-14,670 | -50.6% |
P
S
|
14,300 | $1,996,709 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PACB
PACIFIC BIOSCIE...
|
Healthcare | 0.19% | 0.07% |
#28
3
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
918,892 | $1,543,739 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.17% | — |
#29
Prev: #—
|
3.6 |
—
|
4,800 | — |
NEW
|
4,800 | $1,430,736 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MOGU
MOGU INC
|
Consumer Cyclical | 0.17% | 0.11% |
#30
8
Prev: #22
|
1.1 |
—
|
no change | no change |
P
S
|
847,510 | $1,415,342 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOSS
GOSSAMER BIO IN...
|
Healthcare | 0.10% | 0.10% |
#31
8
Prev: #23
|
1.0 |
—
|
no change | no change |
P
S
|
4,974,041 | $818,727 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EQX
EQUINOX GOLD CO...
|
Basic Materials | 0.09% | 0.07% |
#32
6
Prev: #26
|
1.0 |
—
|
no change | no change |
P
S
|
80,500 | $782,460 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZM
ZOOM COMMUNICAT...
|
Technology | 0.09% | — |
#33
Prev: #—
|
3.5 |
—
|
9,010 | — |
NEW
|
9,010 | $777,653 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALGS
ALIGOS THERAPEU...
|
Healthcare | 0.05% | 0.03% |
#34
1
Prev: #35
|
1.0 |
—
|
no change | no change |
P
S
|
76,247 | $439,945 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
RIDGETECH INC
|
|
Unknown | 0.00% | — |
#35
Prev: #—
|
3.5 |
—
|
136 | — |
NEW
|
136 | $204 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
RDGT
RIDGETECH INC
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #38) |
0.0 |
—
|
-20,167 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UXIN
UXIN LTD
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #37) |
0.0 |
—
|
-19,156 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VNET
VNET GROUP INC
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #36) |
0.0 |
—
|
-65,100 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EWW
ISHARES INC
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #34) |
0.0 |
—
|
-8,800 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EBR
CENTRAIS ELET B...
|
Unknown | 0.00% | 0.04% |
Sold All 😨
(Was: #33) |
0.0 |
—
|
-63,100 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DDL
DINGDONG CAYMAN...
|
Consumer Defensive | 0.00% | 0.05% |
Sold All 😨
(Was: #32) |
0.0 |
—
|
-354,500 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
B
BARRICK MNG COR...
|
Basic Materials | 0.00% | 0.06% |
Sold All 😨
(Was: #30) |
0.0 |
—
|
-25,400 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CWAN
CLEARWATER ANAL...
|
Technology | 0.00% | 1.93% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-1,365,971 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ONC
BEONE MEDICINES...
|
Healthcare | 0.00% | 18.36% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-1,034,306 | -100.0% |
CLOSED
|
— | $— | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-44 of 44 holdings