1y return−16.4%S&P 500 +20.9%
3y return+15.4%S&P 500 +68.5%
5y return−46.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $140 against $299 in the S&P 500.2
Hhlr Advisors, Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LEGNLegend Biotech Corp | $172.8M | 20.8% | |
| FUTUFutu Hldgs Ltd | $165.8M | 19.9% | +24.6% |
| AVBPArrivent Biopharma Inc | $136.5M | 16.4% | |
| MRVLMarvell Technology Inc | $48.5M | 5.8% | −4.7% |
| VIPSVipshop Hldgs Ltd | $46.0M | 5.5% | +2683.0% |
| PDDPdd Holdings Inc | $38.1M | 4.6% | −88.0% |
| BEKEKe Hldgs Inc | $32.2M | 3.9% | −47.6% |
| CTKBCytek Biosciences Inc | $29.5M | 3.5% | |
| ALMRAlamar Biosciences Inc | $25.9M | 3.1% | New |
| BABAAlibaba Group Hldg Ltd | $17.7M | 2.1% | −92.5% |
| ODTXOdyssey Therapeutics Inc | $15.6M | 1.9% | New |
| YSGYatsen Hldg Ltd | $15.5M | 1.9% | |
| NBPNovabridge Biosciences | $11.7M | 1.4% | |
| CTNMContineum Therapeutics Inc | $11.0M | 1.3% | |
| MAZEMaze Therapeutics Inc | $10.9M | 1.3% | |
| APIAgora Inc | $8.4M | 1.0% | |
| TSMTaiwan Semiconductor Manufac | $7.4M | 0.9% | |
| SGMTSagimet Biosciences Inc | $5.6M | 0.7% | |
| NTESNetease Com Inc | $4.5M | 0.5% | New |
| GEGe Aerospace | $3.8M | 0.5% | |
| LITELumentum Hldgs Inc | $2.8M | 0.3% | +120.0% |
| NVDANvidia Corporation | $2.8M | 0.3% | +112.6% |
| TUYATuya Inc | $2.8M | 0.3% | |
| GLWCorning Inc | $2.6M | 0.3% | +33.3% |
| COHRCoherent Corp | $2.5M | 0.3% | +50.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MAZEMaze Therapeutics Inc | March 31, 2025 | +171.0% | $10.9M |
| GEGe Aerospace | March 31, 2024 | +112.9% | $3.8M |
| AVBPArrivent Biopharma Inc | March 31, 2024 | +94.5% | $136.5M |
| GLWCorning Inc | March 31, 2026 | +87.9% | $2.6M |
| COHRCoherent Corp | March 31, 2026 | +65.6% | $2.5M |
| TSMTaiwan Semiconductor Manufac | December 31, 2025 | +57.2% | $7.4M |
| YSGYatsen Hldg Ltd | March 31, 2024 | +50.2% | $15.5M |
| FUTUFutu Hldgs Ltd | June 30, 2024 | +42.9% | $165.8M |
| PDDPdd Holdings Inc | June 30, 2022 | +23.4% | $38.1M |
| LITELumentum Hldgs Inc | March 31, 2026 | +22.1% | $2.8M |
Sold off last quarter
- ONCBeone Medicines Ltd was $307.2M
- Clearwater Analytics Hldgs ICUSIP 185123106 was $32.3M
- BBarrick Mng Corp was $1.0M
- DDLDingdong Cayman Ltd was $911K
- AXIAYCentrais Elet Bras Sa was $712K
- EWWIshares Inc was $662K
- VNETVnet Group Inc was $546K
- UXINUxin Ltd was $59K
- Ridgetech IncCUSIP G2124G120 was $657
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −9.3% | +14.8% |
| March 31, 2026 | −11.1% | −4.6% |
| December 31, 2025 | −16.4% | +2.4% |
| September 30, 2025 | +23.8% | +7.8% |
| June 30, 2025 | −0.9% | +10.5% |
| March 31, 2025 | +25.4% | −4.6% |
| December 31, 2024 | −16.7% | +2.1% |
| September 30, 2024 | +23.6% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | −9.1% | +10.0% |
| December 31, 2023 | +13.1% | +11.2% |
| September 30, 2023 | +4.0% | −3.6% |
| June 30, 2023 | −6.2% | +8.3% |
| March 31, 2023 | +9.6% | +7.0% |
| December 31, 2022 | +16.8% | +7.1% |
| September 30, 2022 | −14.7% | −5.3% |
| June 30, 2022 | −9.2% | −16.5% |
| March 31, 2022 | −27.8% | −4.9% |
| December 31, 2021 | −18.5% | +10.7% |
| September 30, 2021 | −15.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hhlr Advisors, Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1762304&type=13F-HR&dateb=&owner=include&count=40CIK 1762304
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1762304/000091957426005568/Filed August 14, 2026 · accession 0000919574-26-005568