港股異動 | 百濟神州漲5% 2021年四季度繼為高瓴第一重倉股
格隆匯2月16日丨港股百濟神州(6160.HK)漲5.62%,報133.3港元;A股百濟神州(688235.SH)盤中漲2.5%,報120.8元人民幣,總市值1613億元人民幣。近日,高瓴旗下基金HHLR Advisors公佈2021年四季度持倉,百濟神州為第一大持倉,佔了組合的22.91%,這是百濟神州連續4個季度位居HHLR第一重倉。根據sec網站數據顯示,截至四季度末,高瓴旗下基金HHLR Advisors在美股市場持有76只股票,持倉規模64.72億美元。具體來看,前十大重倉股為百濟神州、On昂跑、傳奇生物、賽富時、天境生物、京東、SEA、DoorDash、愛奇藝、理想汽車,其中6只為中概股。
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