Q2 2026 13F · SEC CIK 1762304

Hhlr Advisors, Ltd.

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $832.1M
Reported positions: 35
Top holdings a year, 3 yrs: +5.5%
Average holding period: 3.2 yrs

Hhlr Advisors, Ltd. is a hedge fund that reported 35 positions worth $832.1M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Legend Biotech Corp (LEGN, 20.8%), Futu Holdings Ltd (FUTU, 19.9%), Arrivent Biopharma Inc (AVBP, 16.4%). A portfolio copying its top holdings returned 5.5% a year over the last 3 years, against 20.4% for the S&P 500.

Hhlr Advisors, Ltd. holdings all 35 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hhlr Advisors, Ltd. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
LEGNLegend Biotech Corp	20.8%	6.5%	5,984,550	+0.0%	$172.8M
FUTUFutu Holdings Ltd	19.9%	11.6%	1,768,283	+24.6%	$165.8M
AVBPArrivent Biopharma Inc	16.4%	5.4%	3,929,117	+0.0%	$136.5M
MRVLMarvell Technology Inc	5.8%	1.0%	162,933	-4.7%	$48.5M
VIPSVipshop Holdings Ltd	5.5%	0.1%	3,470,400	+2683.0%	$46.0M
PDDPdd Holdings Inc	4.6%	25.4%	500,000	-88.0%	$38.1M
BEKEKe Hldgs Inc	3.9%	3.8%	2,218,377	-47.6%	$32.2M
CTKBCytek Biosciences Inc	3.5%	1.7%	6,657,030	+0.0%	$29.5M
ALMRAlamar Biosciences Inc	3.1%	New	956,462	—	$25.9M
BABAAlibaba Group Hldg Ltd	2.1%	18.4%	183,934	-92.5%	$17.7M
ODTXOdyssey Therapeutics, Inc.	1.9%	New	831,656	—	$15.6M
YSGYatsen Hldg Ltd	1.9%	0.9%	4,885,873	+0.0%	$15.5M
IMABNovabridge Biosciences	1.4%	0.9%	5,980,568	+0.0%	$11.7M
CTNMContineum Therapeutics Inc	1.3%	0.5%	669,337	+0.0%	$11.0M
MAZEMaze Therapeutics Inc	1.3%	0.7%	366,028	+0.0%	$10.9M
APIAgora Inc	1.0%	0.4%	2,098,553	+0.0%	$8.4M
TSMTaiwan Semiconductor Manufac	0.9%	0.3%	15,510	-0.1%	$7.4M
SGMTSagimet Biosciences Inc	0.7%	0.2%	724,800	+0.0%	$5.6M
NTESNetease Inc Sp ADR	0.5%	New	34,999	—	$4.5M
GEGe Aerospace	0.5%	0.2%	10,043	+0.0%	$3.8M
LITELumentum Hldgs Inc	0.3%	0.1%	3,300	+120.0%	$2.8M
NVDANvidia Corporation	0.3%	0.1%	14,054	+112.6%	$2.8M
TUYATuya Inc	0.3%	0.2%	1,564,400	+0.0%	$2.8M
GLWCorning Inc	0.3%	0.1%	10,266	+33.3%	$2.6M
COHRCoherent Corp	0.3%	0.1%	6,417	+50.1%	$2.5M
BULLWebull Corp	0.2%	0.4%	309,857	-79.3%	$2.0M
INTCIntel Corp	0.2%	0.1%	14,300	-50.6%	$2.0M
PACBPacific Biosciences Calif in	0.2%	0.1%	918,892	+0.0%	$1.5M
TXNTexas Instrs Inc	0.2%	New	4,800	—	$1.4M
MOGUMogu Inc-Adr	0.2%	0.1%	847,510	+0.0%	$1.4M
GOSSGossamer Bio Inc	0.1%	0.1%	4,974,041	+0.0%	$819K
EQXEquinox Gold Corp	0.1%	0.1%	80,500	+0.0%	$782K
ZMZoom Communications Inc	0.1%	New	9,010	—	$778K
ALGSAligos Therapeutics Inc	0.1%	0.0%	76,247	+0.0%	$440K
G2124G203Ridgetech Inc	0.0%	New	136	—	$204.00

What Hhlr Advisors, Ltd. bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: -19.8% /yr; S&P 500 +20.1%
3 years: +5.5% /yr; S&P 500 +20.4%
5 years: -5.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$832.1M	35
Q1 2026	$1.7B	38
Q4 2025	$3.1B	33
Q3 2025	$4.1B	33
Q2 2025	$3.1B	36
Q1 2025	$3.5B	49
Q4 2024	$2.9B	45
Q3 2024	$4.6B	48
Q2 2024	$4.1B	78
Q1 2024	$4.6B	63
Q4 2023	$5.0B	49
Q3 2023	$4.5B	60

Questions about Hhlr Advisors, Ltd.'s portfolio

What stocks does Hhlr Advisors, Ltd. own?

Hhlr Advisors, Ltd.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 35 positions worth $832.1M. The largest are Legend Biotech Corp (LEGN) at 20.8%, Futu Holdings Ltd (FUTU) at 19.9%, Arrivent Biopharma Inc (AVBP) at 16.4%, Marvell Technology Inc (MRVL) at 5.8% and Vipshop Holdings Ltd (VIPS) at 5.5%.

What did Hhlr Advisors, Ltd. buy last quarter?

In Q2 2026, Hhlr Advisors, Ltd. added a new position in Alamar Biosciences Inc (ALMR), a new position in Odyssey Therapeutics, Inc. (ODTX), a new position in Netease Inc Sp ADR (NTES), a new position in Texas Instrs Inc (TXN), a new position in Zoom Communications Inc (ZM), Vipshop Holdings Ltd (VIPS) (+2683.0% shares), Lumentum Hldgs Inc (LITE) (+120.0% shares) and Nvidia Corporation (NVDA) (+112.6% shares), compared with its Q1 2026 filing.

What did Hhlr Advisors, Ltd. sell last quarter?

In Q2 2026, Hhlr Advisors, Ltd. sold all of Beone Medicines Ltd (ONC), sold all of Clearwater Analytics Hldgs I (CWAN), sold all of Barrick Mng Corp (B), sold all of Dingdong Cayman Ltd (DDL), sold all of Centrais Elet Bras SA (AXIAY), Alibaba Group Hldg Ltd (BABA) (-92.5% shares), Pdd Holdings Inc (PDD) (-88.0% shares) and Webull Corp (BULL) (-79.3% shares), compared with its Q1 2026 filing.

How has Hhlr Advisors, Ltd.'s portfolio performed?

A portfolio copying Hhlr Advisors, Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +5.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -19.8% against +20.1%. Over 5 years: -5.3% a year against +11.6%.

When is Hhlr Advisors, Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Hhlr Advisors, Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.