Hillhouse Capital Advisors

Name: Hillhouse Capital Advisors 13F holdings, Q2 2026
Creator: Hillhouse Capital Advisors

13F Holdings · CIK 1762304 · filed 2026-08-14

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New Positions

17% of current holdings

Exited

24% of prior holdings

Increased

16% of prior holdings

Decreased

18% of prior holdings

Total holdings: 38 → 35

Show unchanged positions

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28 positions

					Shares				Value ($)

New	Long	ALAMAR BIOSCIENCES INC	010911105	COMMON STOCK	—	956,462	+956,462	—	—	$25.9M	+$25.9M	—
New	Long	NETEASE COM INC	64110W102	SPONSORED ADS	—	34,999	+34,999	—	—	$4.5M	+$4.5M	—
New	Long	ODYSSEY THERAPEUTICS INC	67613T104	COMMON STOCK	—	831,656	+831,656	—	—	$15.6M	+$15.6M	—
New	Long	RIDGETECH INC	G2124G203	SHS NEW	—	136	+136	—	—	$204	+$204	—
New	Long	TEXAS INSTRS INC	882508104	COM	—	4,800	+4,800	—	—	$1.4M	+$1.4M	—
New	Long	ZOOM COMMUNICATIONS INC	98980L101	CL A	—	9,010	+9,010	—	—	$777.7K	+$777.7K	—
Exited	Long	BARRICK MNG CORP	06849F108	COM SHS	25,400	—	−25,400	−100.0%	$1.0M	—	−$1.0M	−100.0%
Exited	Long	BEONE MEDICINES LTD	07725L102	SPONSORED ADS	1,034,306	—	−1,034,306	−100.0%	$307.2M	—	−$307.2M	−100.0%
Exited	Long	CENTRAIS ELET BRAS SA	15234Q207	SPONSORED ADR	63,100	—	−63,100	−100.0%	$711.8K	—	−$711.8K	−100.0%
Exited	Long	CLEARWATER ANALYTICS HLDGS I	185123106	CL A	1,365,971	—	−1,365,971	−100.0%	$32.3M	—	−$32.3M	−100.0%
Exited	Long	DINGDONG CAYMAN LTD	25445D101	ADS	354,500	—	−354,500	−100.0%	$911.1K	—	−$911.1K	−100.0%
Exited	Long	ISHARES INC	464286822	MSCI MEXICO ETF	8,800	—	−8,800	−100.0%	$662.0K	—	−$662.0K	−100.0%
Exited	Long	RIDGETECH INC	G2124G120	SHS NEW	20,167	—	−20,167	−100.0%	$657	—	−$657	−100.0%
Exited	Long	UXIN LTD	91818X306	SPONSORED ADS	19,156	—	−19,156	−100.0%	$58.8K	—	−$58.8K	−100.0%
Exited	Long	VNET GROUP INC	90138A103	SPONSORED ADS A	65,100	—	−65,100	−100.0%	$546.2K	—	−$546.2K	−100.0%
Increased	Long	COHERENT CORP	19247G107	COM	4,275	6,417	+2,142	+50.1%	$1.0M	$2.5M	+$1.5M	+148.6%
Increased	Long	CORNING INC	219350105	COM	7,700	10,266	+2,566	+33.3%	$1.0M	$2.6M	+$1.6M	+150.5%
Increased	Long	FUTU HLDGS LTD	36118L106	SPON ADS CL A	1,419,483	1,768,283	+348,800	+24.6%	$194.1M	$165.8M	−$28.4M	−14.6%
Increased	Long	LUMENTUM HLDGS INC	55024U109	COM	1,500	3,300	+1,800	+120.0%	$1.1M	$2.8M	+$1.8M	+168.6%
Increased	Long	NVIDIA CORPORATION	67066G104	COM	6,610	14,054	+7,444	+112.6%	$1.2M	$2.8M	+$1.7M	+143.9%
Increased	Long	VIPSHOP HLDGS LTD	92763W103	SPONSORED ADS A	124,700	3,470,400	+3,345,700	+2683.0%	$2.0M	$46.0M	+$44.1M	+2247.5%
Decreased	Long	ALIBABA GROUP HLDG LTD	01609W102	SPONSORED ADS	2,453,657	183,934	−2,269,723	−92.5%	$307.8M	$17.7M	−$290.2M	−94.3%
Decreased	Long	INTEL CORP	458140100	COM	28,970	14,300	−14,670	−50.6%	$1.3M	$2.0M	+$718.3K	+56.2%
Decreased	Long	KE HLDGS INC	482497104	SPONSORED ADS	4,236,278	2,218,377	−2,017,901	−47.6%	$63.4M	$32.2M	−$31.2M	−49.2%
Decreased	Long	MARVELL TECHNOLOGY INC	573874104	COM	171,033	162,933	−8,100	−4.7%	$16.9M	$48.5M	+$31.6M	+186.5%
Decreased	Long	PDD HOLDINGS INC	722304102	SPONSORED ADS	4,165,029	500,000	−3,665,029	−88.0%	$425.6M	$38.1M	−$387.4M	−91.0%
Decreased	Long	TAIWAN SEMICONDUCTOR MANUFAC	874039100	SPONSORED ADS	15,520	15,510	−10	−0.1%	$5.2M	$7.4M	+$2.2M	+41.2%
Decreased	Long	WEBULL CORP	G9572D103	ORD SHS	1,500,000	309,857	−1,190,143	−79.3%	$7.2M	$2.0M	−$5.2M	−71.9%