Hhlr Advisors, LTD. 13F Portfolio

CIK 1762304 Filing since Q4 2018 Q2 2026 filed Aug 14, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 14, 2026.

Portfolio Snapshot

33 positions · Q2 2026

Hhlr Advisors, LTD. reported 33 positions worth $830.66M for the quarter ended Jun 30, 2026, down 49.3% on the prior quarter. It opened 5 new positions, added to 6, trimmed 7 and exited 6. Its largest holding is Legend Biotech Corp at 20.8% of the portfolio.

Portfolio Value
$830.66M
-49.3% QoQ · -72.0% YoY
Positions
33
5 new · 6 sold out
Top 10 Concentration
85.8%
of portfolio value
Largest Position
LEGN 20.8%
Legend Biotech Corp
Net Buying
-$719.63M
$129.76M bought · $849.38M sold
Turnover
10.5%
of the portfolio traded
Top Sector
Healthcare
50.8% of value
Track Record
31
quarters on file since Q4 2018

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

8 sectors
50.83%
Healthcare
Healthcare50.83%
Financial Services20.2%
Technology16.82%
Consumer Discretionary5.54%
Real Estate3.88%
Consumer Staples1.87%
Industrials0.452%
Basic Materials0.41%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

HealthcareFinancial ServicesTechnologyConsumer DiscretionaryReal EstateConsumer StaplesIndustrialsBasic MaterialsOtherUtilities

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
VIPS Vipshop Holdings Ltd +3.35M +2,683.0% $44.36M 5.54%
FUTU Futu Holdings Ltd +348.8K +24.6% $32.70M 19.96%
ALMR Alamar Biosciences, Inc. +956.5K – $25.91M 3.12%
ODTX Odyssey Therapeutics, Inc. +831.7K – $15.56M 1.87%
NTES NetEase, Inc. +35.0K – $4.48M 0.54%
LITE Lumentum Holdings Inc. +1,800 +120.0% $1.54M 0.341%
NVDA Nvidia Corp +7,444 +112.6% $1.49M 0.339%
TXN Texas Instruments Inc +4,800 – $1.43M 0.172%
COHR Coherent Corp. +2,142 +50.1% $844.95K 0.305%
ZM Zoom Communications, Inc. +9,010 – $777.65K 0.094%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
ONC BeOne Medicines Ltd. -1.03M -100.0% $307.16M Exited
PDD PDD Holdings Inc. -3.67M -88.0% $279.57M 4.59%
BABA Alibaba Group Holding Ltd -2.27M -92.5% $217.85M 2.13%
BEKE KE Holdings Inc. -2.02M -47.6% $29.32M 3.88%
BULL Webull Corp -1.19M -79.3% $7.76M 0.243%
MRVL Marvell Technology, Inc. -8,100 -4.7% $2.41M 5.84%
INTC Intel Corp -14.7K -50.6% $2.05M 0.24%
B Barrick Mining Corp -25.4K -100.0% $1.04M Exited
DDL Dingdong (Cayman) Ltd -354.5K -100.0% $911.07K Exited
AXIAY AXIA Energia S.A. -63.1K -100.0% $711.77K Exited

New Positions

Q2 2026
Holding Shares Trade Value Weight
ALMR Alamar Biosciences, Inc. +956.5K $25.91M 3.12%
ODTX Odyssey Therapeutics, Inc. +831.7K $15.56M 1.87%
NTES NetEase, Inc. +35.0K $4.48M 0.54%
TXN Texas Instruments Inc +4,800 $1.43M 0.172%
ZM Zoom Communications, Inc. +9,010 $777.65K 0.094%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
ONC BeOne Medicines Ltd. -1.03M $307.16M 18.75%
B Barrick Mining Corp -25.4K $1.04M 0.063%
DDL Dingdong (Cayman) Ltd -354.5K $911.07K 0.056%
AXIAY AXIA Energia S.A. -63.1K $711.77K 0.043%
VNET VNET Group, Inc. -65.1K $546.19K 0.033%
UXIN Uxin Ltd -19.2K $58.81K <0.01%
Holdings · Q2 2026

33 Positions

As ofJun 30, 2026
Value$830.66M
Top 1085.8%
Avg position$25.17M
# Activity
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Showing 1–15 of 33 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Hhlr Advisors.

About Hhlr Advisors, LTD.’s 13F Portfolio

What are Hhlr Advisors, LTD.’s largest holdings?

As of its Q2 2026 13F filing, Hhlr Advisors, LTD.’s five largest positions were Legend Biotech Corp (LEGN) at 20.8%, Futu Holdings Ltd (FUTU) at 20.0%, ArriVent BioPharma, Inc. (AVBP) at 16.4%, Marvell Technology, Inc. (MRVL) at 5.8%, Vipshop Holdings Ltd (VIPS) at 5.5% of the reported portfolio.

How much is Hhlr Advisors, LTD.’s portfolio worth?

Hhlr Advisors, LTD. reported a 13F portfolio worth $830.66M across 33 positions for Q2 2026. That is down 49.3% from the previous quarter.

What did Hhlr Advisors, LTD. buy in Q2 2026?

Its largest purchases by value were Vipshop Holdings Ltd ($44.36M), Futu Holdings Ltd ($32.70M), Alamar Biosciences, Inc. ($25.91M). It opened 5 new positions.

What did Hhlr Advisors, LTD. sell in Q2 2026?

Its largest sales by value were BeOne Medicines Ltd. ($307.16M), PDD Holdings Inc. ($279.57M), Alibaba Group Holding Ltd ($217.85M). It exited 6 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Hhlr Advisors, LTD. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

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by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.