TREE NEWS reports: Hillhouse Capital’s Q2 13F filing shows a significant increase in semiconductor and storage positions, with Micron and SanDisk holdings up 283% and 192% respectively. The firm trimmed Nvidia and NetEase, while adding new stakes in Alibaba, Visa, and others. Total US equity portfolio value stood at $979 million.
Hillhouse Capital Q2: Boosts Micron, SanDisk; Cuts Nvidia
AI take
The tilt here is toward memory and storage exposure while trimming the AI compute leader, a rotation that reads as positioning on the hardware cycle rather than the model layer. It matters because 13F filings are lagging snapshots, so the signal is directional, not actionable. Whether other large holders echo the same memory-over-GPU shift is the open question worth tracking into the next filing cycle.
Generated by AI for reference only.
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