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Hillhouse Capital Advisors, Ltd.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1762304
Institutional-grade research for retail investors

Sector Allocation

  • Healthcare50.8%$422.3M
  • Financials20.2%$167.8M
  • Consumer Discretionary12.2%$101.8M
  • Technology10.1%$83.9M
  • Real Estate3.9%$32.2M
  • Consumer Staples1.9%$15.5M
  • Industrials0.6%$5.2M
  • Materials0.4%$3.4M
  • Other0.0%$204

AUM History

13fpro.ai/research/fund/hillhouse-capital-advisors-ltd-1762304

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/hillhouse-capital-advisors-ltd-1762304

Hillhouse Capital Advisors, Ltd. 13F holdings — Q2 2026

$832.1M portfolio (-50.3% QoQ) · 35 holdings · Q2 2026 13F · top 10 are 86% of the stock portfolio

All holdings — Hillhouse Capital Advisors, Ltd. (Q2 2026)

35 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
ODTX$ODTXOdyssey Therapeutics, Inc.$15.6MNew
YSG$YSGYatsen Holding Ltdadr$15.5M—
NBP$NBPNovaBridge Biosciencesadr$11.7M—
CTNM$CTNMContineum Therapeutics, Inc.$11.0M—
MAZE$MAZEMaze Therapeutics, Inc.$10.9M—
API$APIAgora, Inc.adr$8.4M—
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr$7.4M-0.1%
SGMT$SGMTSagimet Biosciences Inc.$5.6M—
NTES$NTESNetEase, Inc.adr$4.5MNew
GE$GEGENERAL ELECTRIC CO$3.8M—
LITE$LITELumentum Holdings Inc.$2.8M+120%
NVDA$NVDANVIDIA CORP$2.8M+113%
TUYA$TUYATuya Inc.adr$2.8M—
GLW$GLWCORNING INC /NY$2.6M+33%
COHR$COHRCOHERENT CORP.$2.5M+50%

What changed in Q2 2026

Against the previous quarter's 13F: 6 new, 6 added to, 7 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.

New positions (6)

  • ALMR$ALMRAlamar Biosciences, Inc.$25.9M

    first bought this quarter

  • ODTX$ODTXOdyssey Therapeutics, Inc.$15.6M

    first bought this quarter

  • NTES$NTESNetEase, Inc.$4.5M

    first bought this quarter

  • TXN$TXNTEXAS INSTRUMENTS INC$1.4M

    first bought this quarter

  • ZM$ZMZoom Communications, Inc.$778K

    first bought this quarter

  • RIDGETECH INC - SHS NEW$204

    first bought this quarter

Added to (6)

  • VIPS$VIPSVipshop Holdings Ltd+2683%

    now $46.0M · held 2 qtrs, 2 adds in a row

  • FUTU$FUTUFutu Holdings Ltd+25%

    now $165.8M · held 9 qtrs

  • LITE$LITELumentum Holdings Inc.+120%

    now $2.8M · held 2 qtrs, 2 adds in a row

  • NVDA$NVDANVIDIA CORP+113%

    now $2.8M · held 2 qtrs, 2 adds in a row

  • COHR$COHRCOHERENT CORP.+50%

    now $2.5M · held 2 qtrs, 2 adds in a row

  • GLW$GLWCORNING INC /NY+33%

    now $2.6M · held 2 qtrs, 2 adds in a row

Trimmed (7)

  • PDD$PDDPDD Holdings Inc.-88%

    now $38.1M · held 10+ qtrs, 2 trims in a row

  • BABA$BABAAlibaba Group Holding Ltd-93%

    now $17.7M · held 10+ qtrs, 2 trims in a row

  • BEKE$BEKEKE Holdings Inc.-48%

    now $32.2M · held 10+ qtrs

  • BULL$BULLWebull Corp-79%

    now $2.0M · held 5 qtrs, 3 trims in a row

  • MRVL$MRVLMarvell Technology, Inc.-5%

    now $48.5M · held 2 qtrs

  • INTC$INTCINTEL CORP-51%

    now $2.0M · held 2 qtrs

+1 more in the Excel export

Sold out (9)

  • ONC$ONCBeOne Medicines Ltd.was $307.2M

    held 9+ qtrs

  • CWAN$CWANClearwater Analytics Holdings, Inc.was $32.3M

    held 4 qtrs

  • B$BBARRICK MINING CORPwas $1.0M

    held 3 qtrs

  • DDL$DDLDingdong (Cayman) Ltdwas $911K

    held 1 qtr

  • AXIA$AXIAAXIA Energia S.A.was $712K

    held 2 qtrs

  • ISHARES INCwas $662K

+3 more in the Excel export

Share

Holdings by quarter

Every 13F Hillhouse Capital Advisors, Ltd. has filed, 30 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of Hillhouse Capital Advisors, Ltd.'s top 20 holdings: 37/100 (our AI quality score, weighted by position size; 5 of the 20 are scored)

Top 10 since filing

-8.1%

Value-weighted move of the 10 largest stock positions

Turnover

10%

Last quarter; 44% over the last 4

Top 10 weight

86%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

80%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Hillhouse Capital Advisors, Ltd. disclosed 35 positions worth $832.1M in its Form 13F-HR for Q2 2026, led by $LEGN (Legend Biotech Corp) at 20.8% of the equity portfolio, followed by $FUTU and $AVBP. During the quarter the fund opened 6 new positions and exited 9 — including a new stake in $ALMR and a full exit from $ONC. The portfolio is most concentrated in Healthcare (50.8% of disclosed assets). All figures are sourced directly from Hillhouse Capital Advisors, Ltd.’s Form 13F-HR filing with the SEC under CIK 1762304.

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AI-Powered Hedge Fund Analysis: Hillhouse Capital Advisors, Ltd.

13F Pro is an AI hedge fund tracker and stock research platform. For Hillhouse Capital Advisors, Ltd. (SEC CIK: 1762304), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Hillhouse Capital Advisors, Ltd.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.