Hhlr Advisors, Ltd
Hhlr Advisors, Ltd reported 35 US-listed holdings worth $832.1 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Legend Biotech Corp. (20.8%), Futu Hldgs Ltd (19.9%) and Arrivent Biopharma Inc. (16.4%). Against the quarter before, it opened 6 positions, added to 6, trimmed 6 and sold out of 9.
The 14 largest of its 35 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -10.7% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 6
- Alamar Biosciences Inc. ALMR$25.9 million
- Odyssey Therapeutics, Inc. ODTX$15.6 million
- NetEase, Inc. NTES$4.5 million
- Texas Instruments Inc. TXN$1.4 million
- Zoom Video Communications in ZM$777,653
- Ridgetech Inc. SHS New RDGT$204
Added to 6
- Vipshop Hldgs Ltd VIPS+3.3 million shares · +2683%
- Futu Hldgs Ltd FUTU+348,800 shares · +25%
- Lumentum Holdings Inc. LITE+1,800 shares · +120%
- NVIDIA Corp. NVDA+7,444 shares · +113%
- Coherent Corp. COHR+2,142 shares · +50%
- Corning Inc. GLW+2,566 shares · +33%
Trimmed 6
- PDD Holdings Inc. PDD-3.7 million shares · -88%
- Alibaba Group Holding Limited BABA-2.3 million shares · -93%
- KE Holdings Inc. BEKE-2.0 million shares · -48%
- Webull Corp. BULL-1.2 million shares · -79%
- Marvell Technology, Inc. MRVL-8,100 shares · -5%
- Intel Corp. INTC-14,670 shares · -51%
Sold out of 9
- Beigene, Ltd ONC$307.2 million last quarter
- Clearwater Analytics Hldgs I CWAN$32.3 million last quarter
- Barrick Mining Corp B$1.0 million last quarter
- Dingdong Cayman Ltd DDL$911,065 last quarter
- Centrais Eletricas Brasileir AXIAY$711,768 last quarter
- iShares Inc. EWW$662,024 last quarter
- 21VIANET Group Inc. VNET$546,189 last quarter
- Uxin Ltd UXIN$58,809 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Legend Biotech Corp. LEGN | 6.0M | $172.8 million | 20.77% | no change |
| Futu Hldgs Ltd FUTU | 1.8M | $165.8 million | 19.92% | +348.8K |
| Arrivent Biopharma Inc. AVBP | 3.9M | $136.5 million | 16.40% | no change |
| Marvell Technology, Inc. MRVL | 162.9K | $48.5 million | 5.83% | -8.1K |
| Vipshop Hldgs Ltd VIPS | 3.5M | $46.0 million | 5.53% | +3.3M |
| PDD Holdings Inc. PDD | 500.0K | $38.1 million | 4.58% | -3.7M |
| KE Holdings Inc. BEKE | 2.2M | $32.2 million | 3.87% | -2.0M |
| Cytek Biosciences Inc. CTKB | 6.7M | $29.5 million | 3.54% | no change |
| Alamar Biosciences Inc. ALMR | 956.5K | $25.9 million | 3.11% | new |
| Alibaba Group Holding Limited BABA | 183.9K | $17.7 million | 2.12% | -2.3M |
| Odyssey Therapeutics, Inc. ODTX | 831.7K | $15.6 million | 1.87% | new |
| Yatsen Hldg Ltd YSG | 4.9M | $15.5 million | 1.86% | no change |
| I Mab NBP | 6.0M | $11.7 million | 1.40% | no change |
| Contineum Therapeutics Inc. CTNM | 669.3K | $11.0 million | 1.32% | no change |
| Maze Therapeatics MAZE | 366.0K | $10.9 million | 1.31% | no change |
| Agora Inc. API | 2.1M | $8.4 million | 1.01% | no change |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 15.5K | $7.4 million | 0.89% | -10 |
| Sagimet Biosciences Inc. SGMT | 724.8K | $5.6 million | 0.67% | no change |
| NetEase, Inc. NTES | 35.0K | $4.5 million | 0.54% | new |
| General Electric Co. GE | 10.0K | $3.8 million | 0.45% | no change |
| Lumentum Holdings Inc. LITE | 3.3K | $2.8 million | 0.34% | +1.8K |
| NVIDIA Corp. NVDA | 14.1K | $2.8 million | 0.34% | +7.4K |
| Tuya Inc. TUYA | 1.6M | $2.8 million | 0.33% | no change |
| Corning Inc. GLW | 10.3K | $2.6 million | 0.32% | +2.6K |
| Coherent Corp. COHR | 6.4K | $2.5 million | 0.30% | +2.1K |
| Webull Corp. BULL | 309.9K | $2.0 million | 0.24% | -1.2M |
| Intel Corp. INTC | 14.3K | $2.0 million | 0.24% | -14.7K |
| Pacific Biosciences Calif in PACB | 918.9K | $1.5 million | 0.19% | no change |
| Texas Instruments Inc. TXN | 4.8K | $1.4 million | 0.17% | new |
| Mogu Inc. MOGU | 847.5K | $1.4 million | 0.17% | no change |
| Gossamer Bio Inc. GOSS | 5.0M | $818,727 | 0.10% | no change |
| Equinox Gold Corp. EQX | 80.5K | $782,460 | 0.09% | no change |
| Zoom Video Communications in ZM | 9.0K | $777,653 | 0.09% | new |
| Aligos Therapeutics Inc. ALGS | 76.2K | $439,945 | 0.05% | no change |
| Ridgetech Inc. SHS New RDGT | 136 | $204 | 0.00% | new |