2026-Q2 · 35 positions · $832M reported · filed 2026-08-14
PORT replays the filed quarters against SPY — return, risk, attribution and what changed since the previous book.
Top holdings · as reported for 2026-Q2
| Ticker | Name | Sector | Weight |
|---|---|---|---|
| LEGN | LEGEND BIOTECH CORP | Health Care | 20.8% |
| FUTU | FUTU HLDGS LTD | Financials | 19.9% |
| AVBP | ARRIVENT BIOPHARMA INC | Health Care | 16.4% |
| MRVL | MARVELL TECHNOLOGY INC | Information Technology | 5.8% |
| VIPS | VIPSHOP HLDGS LTD | Consumer Discretionary | 5.5% |
| PDD | PDD HOLDINGS INC | Industrials | 4.6% |
| BEKE | KE HLDGS INC | Real Estate | 3.9% |
| CTKB | CYTEK BIOSCIENCES INC | Health Care | 3.5% |
| ALMR | ALAMAR BIOSCIENCES INC | Health Care | 3.1% |
| BABA | ALIBABA GROUP HLDG LTD | Consumer Discretionary | 2.1% |
10 of 35 reported positions.
Versus 2026-Q1: 6 new · 6 added · 6 trimmed · 17 held · 9 exited
Sector mix: Health Care 50.7% · Financials 20.2% · Information Technology 9.9% of the book · The five largest positions are 68.5% of the book.
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PORT — HHLR Advisors, Ltd. · 13F 2026-Q2
HHLR Advisors, Ltd.'s filed 13F book, analyzed: return vs SPY, risk, attribution, what changed.
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