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Greenwoods Asset Management Hong Kong Ltd.

Quarter-over-quarter position changes

30 changes

ActionCompanyQuarterΔ sharesΔ %Held afterFlowImpact
ExitedMeta Platforms IncJun 30, 2026-996,908-100%0$658.05Mhigh
TrimmedNetEase, Inc.NTESJun 30, 2026-2,611,569-81%600,631$334.65Mhigh
TrimmedAlphabet Inc.Jun 30, 2026-879,643-33%1,810,357$314.36Mhigh
ExitedNVIDIA CorpJun 30, 2026-837,907-100%0$156.27Mhigh
ExitedAlibaba Group Holding LtdBABAJun 30, 2026-843,409-100%0$123.63Mhigh
AddedFull Truck Alliance Co. Ltd.YMMJun 30, 2026+10,854,540+38%39,452,419$88.14Mhigh
ExitedBroadcom Inc.Jun 30, 2026-245,800-100%0$85.07Mhigh
ExitedSYNOPSYS INCJun 30, 2026-163,661-100%0$76.87Mhigh
ExitedNew Oriental Education & Technology Group IncJun 30, 2026-1,328,218-100%0$73.09Mhigh
AddedPDD Holdings Inc.PDDJun 30, 2026+817,396+21%4,785,666$62.35Mhigh
ExitedNebius Group N.V.Jun 30, 2026-638,103-100%0$53.41Mhigh
ExitedUNITEDHEALTH GROUP INCJun 30, 2026-130,310-100%0$43.02Mmedium
ExitedTAL Education GroupTALJun 30, 2026-2,597,180-100%0$28.34Mmedium
ExitedKE Holdings Inc.BEKEJun 30, 2026-1,793,195-100%0$28.26Mmedium
AddedINTEL CORPJun 30, 2026+160,793+6.2%2,751,193$22.45Mmedium
TrimmedH World Group LtdHTHTJun 30, 2026-521,250-62%321,572$21.75Mmedium
ExitedJinkoSolar Holding Co., Ltd.JKSJun 30, 2026-780,933-100%0$20.16Mmedium
TrimmedApple Inc.Jun 30, 2026-66,436-31%146,668$19.22Mmedium
TrimmedAtour Lifestyle Holdings LtdJun 30, 2026-501,736-22%1,788,400$15.96Mmedium
NewN07059210Jun 30, 2026+7,070New7,070$14.07Mmedium
TrimmedSea LtdJun 30, 2026-107,169-33%216,978$10.27Mmedium
Exited78464A870Jun 30, 2026-68,265-100%0$8.32Mmedium
NewAPPLIED OPTOELECTRONICS, INC.Jun 30, 2026+53,520New53,520$7.93Mmedium
AddedV5633W109Jun 30, 2026+131,657+51%388,557$7.02Mmedium
NewVNET Group, Inc.VNETJun 30, 2026+648,500New648,500$5.21Mmedium
TrimmedQfin Holdings, Inc.QFINJun 30, 2026-264,000-8.0%3,031,438$4.17Mlow
TrimmedFutu Holdings LtdFUTUJun 30, 2026-42,187-3.7%1,093,634$3.95Mlow
TrimmedTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMJun 30, 2026-6,774-7.5%83,052$3.24Mlow
NewAPPLIED MATERIALS INC /DEJun 30, 2026+2,520New2,520$1.82Mlow
NewTrip.com Group Ltd.TCOMJun 30, 2026+12,000New12,000$478.1Klow
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