What smart money is saying about Zai Lab Limited
9688.HK
No fund has written a full thesis on Zai Lab Limited in our archive, but 2 fund letters report a position in it — most recently Baron International Growth Fund in September 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q4 2025 and Q3 2026, 2 fund letters reported a position in Zai Lab Limited, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- September 2026
“Largely offsetting the above, solid stock selection effect in Health Care (Agilent Technologies, Inc., Divi's Laboratories Limited, and Zai Lab Limited) and Financials (Mitsubishi UFJ Financial Group, Inc. (MUFG), Japan Exchange Group, Inc., and Piraeus Bank S.A.) contributed to relative performance during the quarter.”
Zai Lab Limited - December 2025
“The Strategy also closed positions in Netflix and T-Mobile US in communication services, Lenovo in IT, Starbucks and Airbnb in consumer discretionary, Tokio Marine, Marsh & McLennan and Sony Financial Group in financials as well as Argenx, Zai Lab and MoonLake Immunotherapeutics in health care.”
Zai Lab Limited
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