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HHLR Advisors 13F Holdings and Portfolio Changes
HHLR Advisors reported $832.1M in 13F securities for Q2 2026, with 35 positions. Values are as of the report date; option positions, when present, use underlying-security values. This is not complete fund assets or investment performance.
Open interactive portfolioLatest 13F portfolio changes
New or increased positions include FUTU HLDGS (FUTU), VIPSHOP HLDGS (VIPS), ALAMAR BIOSCIENCES (ALMR), and ODYSSEY THERAPEUTICS (ODTX). Reduced or exited positions include BEONE MEDICINES (BEIGF), MARVELL TECHNOLOGY (MRVL), PDD, and CLEARWATER ANALYTICS HLDGS I (CWAN). These are comparisons between reported positions, not a record of execution dates, prices or cash traded.
Latest filing metadata: quarter Q2 2026; report date 2026-06-30; filing date 2026-08-14; disclosure source SEC 13F.
Reported holdings and concentration
HHLR Advisors's Q2 2026 13F report contains 35 positions valued at $832.1M. The largest reported holdings include LEGEND BIOTECH, FUTU HLDGS, ARRIVENT BIOPHARMA, MARVELL TECHNOLOGY, and VIPSHOP HLDGS.
The three largest positions in the holdings table account for approximately 57.1% of reported 13F value. The largest reported sector exposure is Health Care at 41.7% of the disclosed portfolio.
The filing metadata lists report date 2026-06-30, filing date 2026-08-14, SEC accession 0000919574-26-005568. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
HHLR Advisors portfolio analytics
the top five positions account for 68.5% of disclosed value; the largest sector exposure is Health Care at 41.7%; latest prices differ from modeled cost estimates by an average 416.2% across 35 tracked positions (estimated costs, not reported purchase prices or actual investment returns).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| LEGN whale holders LEGEND BIOTECH CORP | $172.8M | 20.8% | Held |
| FUTU whale holders FUTU HLDGS LTD | $165.8M | 19.9% | Increased |
| AVBP whale holders ARRIVENT BIOPHARMA INC | $136.5M | 16.4% | Held |
| MRVL whale holders MARVELL TECHNOLOGY INC | $48.5M | 5.8% | Reduced |
| VIPS whale holders VIPSHOP HLDGS LTD | $46.0M | 5.5% | Increased |
| PDD whale holders PDD HOLDINGS INC | $38.1M | 4.6% | Reduced |
| BEKE whale holders KE HLDGS INC | $32.2M | 3.9% | Reduced |
| CTKB whale holders CYTEK BIOSCIENCES INC | $29.5M | 3.5% | Held |
| ALMR whale holders ALAMAR BIOSCIENCES INC | $25.9M | 3.1% | New |
| BABA whale holders ALIBABA GROUP HLDG LTD | $17.7M | 2.1% | Reduced |
New and increased positions
Largest reported position values among additions; not amounts spent buying.
- FUTU whale holders — FUTU HLDGS LTD ($165.8M)
- VIPS whale holders — VIPSHOP HLDGS LTD ($46.0M)
- ALMR whale holders — ALAMAR BIOSCIENCES INC ($25.9M)
- ODTX whale holders — ODYSSEY THERAPEUTICS INC ($15.6M)
- NETTF whale holders — NETEASE COM INC ($4.5M)
- LITE whale holders — LUMENTUM HLDGS INC ($2.8M)
Reduced and exited positions
Sorted by reported position value; exits use the prior report. These are not sale proceeds.
- BEIGF whale holders — BEONE MEDICINES LTD ($307.2M)
- MRVL whale holders — MARVELL TECHNOLOGY INC ($48.5M)
- PDD whale holders — PDD HOLDINGS INC ($38.1M)
- CWAN whale holders — CLEARWATER ANALYTICS HLDGS I ($32.3M)
- BEKE whale holders — KE HLDGS INC ($32.2M)
- BABA whale holders — ALIBABA GROUP HLDG LTD ($17.7M)
Allocation
- Health Care: 41.7%
- Other: 41.5%
- Information Technology: 9.5%
- Consumer Discretionary: 6.7%
- Industrials: 0.5%
- Materials: 0.1%
Data notes
Report date: 2026-06-30
Disclosure source: SEC 13F
Read the original SEC filing (0000919574-26-005568)
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
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Questions about this 13F filing
What does HHLR Advisors report for Q2 2026?
The filing reports 35 positions and $832.1M in 13F securities. The holdings table shows reported values and weights; option values follow the filing's reporting conventions.
What changed between filings?
New or increased positions include FUTU HLDGS (FUTU), VIPSHOP HLDGS (VIPS), ALAMAR BIOSCIENCES (ALMR), and ODYSSEY THERAPEUTICS (ODTX). Reduced or exited positions include BEONE MEDICINES (BEIGF), MARVELL TECHNOLOGY (MRVL), PDD, and CLEARWATER ANALYTICS HLDGS I (CWAN).
Do these amounts show how much was bought or sold?
No. The change lists are ranked by reported position value. Exited positions use their value in the prior report. These amounts are not execution prices, cash invested or sale proceeds.
Is this the current portfolio?
No. Form 13F is a quarter-end snapshot, generally filed within 45 days of quarter end. It excludes short positions and does not cover every asset. Compare the report date and filing date before using the data.