Institutions / Greenwoods Asset Management Hong Kong Ltd.
Greenwoods Asset Management Hong Kong Ltd.
CIK 1848138 · Institution · as of Jun 30, 2026
Portfolio value
$2.19B
Positions
21
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$2.19B-46.0%Positions
21-25.0%Top holdings
Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $646.97M | 29.6% |
| Intel Corp | $384.15M | 17.6% |
| PDD Holdings Inc.PDD | $365.05M | 16.7% |
| Full Truck Alliance Co. Ltd.YMM | $320.35M | 14.7% |
| Futu Holdings LtdFUTU | $102.52M | 4.7% |
| NetEase, Inc.NTES | $76.96M | 3.5% |
| Atour Lifestyle Holdings Ltd | $56.87M | 2.6% |
| Qfin Holdings, Inc.QFIN | $47.93M | 2.2% |
| Apple Inc. | $42.44M | 1.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $39.66M | 1.8% |
| Sea Ltd | $20.79M | 1.0% |
| Makemytrip Limited Mauritius | $20.71M | 0.9% |
| Asml Hldg NV | $14.07M | 0.6% |
| H World Group LtdHTHT | $13.42M | 0.6% |
| WeRide Inc. | $12.81M | 0.6% |
| Applied Optoelectronics, Inc. | $7.93M | 0.4% |
| VNET Group, Inc.VNET | $5.21M | 0.2% |
| Super Hi International Holding Ltd.HDL | $3.33M | 0.2% |
| Atrenew IncRERE | $2.03M | 0.1% |
| Applied Materials Inc /De | $1.82M | 0.1% |
| Trip.com Group Ltd.TCOM | $478.1K | 0.0% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Exit | Meta Platforms Inc | $-658.05M | -997K -100.00% | — | high |
| Q2 2026 as of | Trim | NTES NetEase, Inc. ADR | $-334.65M | -2.6M -81.30% | 600,631 3.52% of portfolio | high |
| Q2 2026 as of | Trim | Alphabet Inc. | $-314.36M | -880K -32.70% | 1,810,357 29.60% of portfolio | high |
| Q2 2026 as of | Exit | NVIDIA Corp | $-156.27M | -838K -100.00% | — | high |
| Q2 2026 as of | Exit | BABA Alibaba Group Holding Ltd ADR | $-123.63M | -843K -100.00% | — | high |
| Q2 2026 as of | Add | YMM Full Truck Alliance Co. Ltd. ADR | $88.14M | +10.9M +37.96% | 39,452,419 14.66% of portfolio | high |
| Q2 2026 as of | Exit | Broadcom Inc. | $-85.07M | -246K -100.00% | — | high |
| Q2 2026 as of | Exit | Synopsys Inc | $-76.87M | -164K -100.00% | — | high |
| Q2 2026 as of | Exit | New Oriental Education & Technology Group Inc | $-73.09M | -1.3M -100.00% | — | high |
| Q2 2026 as of | Add | PDD PDD Holdings Inc. ADR | $62.35M | +817K +20.60% | 4,785,666 16.70% of portfolio | high |