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Hillhouse Capital

Tech Focused

Managed by Lei Zhang

AUM Tracked

$34.8B

AI Exposure

41.2%

AI vs Non-AI Sector Exposure

AI & Semiconductors27.4%
Other Tech0.0%
$NVDA

12.4%

$TSM

8.8%

$AVGO

6.2%

Portfolio Holdings

AI & Tech holdings for Hillhouse Capital

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation1,200,000$1.5B
12.4%
Increased by 32%
$TSMAITaiwan Semiconductor2,400,000$429.4M
8.8%
New Position
$AVGOAIBroadcom Inc.320,000$540.6M
6.2%
Increased by 25%