Greenwoods Asset Management Hong Kong Ltd. 13F holdings
Greenwoods Asset Management Hong Kong Ltd. reported 21 positions with a total reported value of $2.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-07. Top holdings by reported value: GOOGL ALPHABET INC (29.6%), INTC INTEL CORP (17.6%), PDD PDD HOLDINGS INC (16.7%), YMM FULL TRUCK ALLIANCE CO LTD (14.7%), FUTU FUTU HLDGS LTD (4.7%). Against 2026-03-31 it opened 4 new positions and exited 8. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
21 largest of 21 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GOOGL ALPHABET INC | 1,810,357 | $647.0M | 29.6% |
| INTC INTEL CORP | 2,751,193 | $384.1M | 17.6% |
| PDD PDD HOLDINGS INC | 4,785,666 | $365.1M | 16.7% |
| YMM FULL TRUCK ALLIANCE CO LTD | 39,452,419 | $320.4M | 14.7% |
| FUTU FUTU HLDGS LTD | 1,093,634 | $102.5M | 4.7% |
| NTES NETEASE COM INC | 600,631 | $77.0M | 3.5% |
| ATAT ATOUR LIFESTYLE HLDGS LTD | 1,788,400 | $56.9M | 2.6% |
| QFIN QFIN HOLDINGS INC | 3,031,438 | $47.9M | 2.2% |
| AAPL APPLE INC | 146,668 | $42.4M | 1.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 83,052 | $39.7M | 1.8% |
| SE SEA LTD | 216,978 | $20.8M | 1.0% |
| MMYT MAKEMYTRIP LIMITED MAURITIUS | 388,557 | $20.7M | 0.9% |
| ASML ASML HLDG NV | 7,070 | $14.1M | 0.6% |
| HTHT H WORLD GROUP LTD | 321,572 | $13.4M | 0.6% |
| WRD WERIDE INC | 2,201,800 | $12.8M | 0.6% |
| AAOI APPLIED OPTOELECTRONICS INC | 53,520 | $7.9M | 0.4% |
| VNET VNET GROUP INC | 648,500 | $5.2M | 0.2% |
| SUPER HI INTL HLDG LTD | 268,341 | $3.3M | 0.2% |
| RERE ATRENEW INC | 525,000 | $2.0M | <0.1% |
| APPLIED MATLS INC | 2,520 | $1.8M | <0.1% |
| TCOM TRIP COM GROUP LTD | 12,000 | $478.1K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 4 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 8 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| META META PLATFORMS INC | 541,689 | $309.9M | 8.0% |
| AMZN AMAZON COM INC | 1,004,700 | $209.2M | 5.4% |
| NVDA NVIDIA CORPORATION | 762,748 | $133.0M | 3.4% |
| BABA ALIBABA GROUP HLDG LTD | 703,009 | $88.2M | 2.3% |
| EDU NEW ORIENTAL ED & TECHNOLOGY | 1,328,218 | $75.2M | 1.9% |
| UNH UNITEDHEALTH GROUP INC | 130,310 | $35.3M | 0.9% |
| TAL TAL ED GROUP | 2,448,817 | $27.8M | 0.7% |
| LITE LUMENTUM HLDGS INC | 10,822 | $7.6M | 0.2% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| FUTU FUTU HLDGS LTD | 996,348 | 1,093,634 | +9.8% | $102.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| INTC INTEL CORP | 6,923,236 | 2,751,193 | -60.3% | $384.1M |
| GOOGL ALPHABET INC | 2,921,634 | 1,810,357 | -38.0% | $647.0M |
| NTES NETEASE COM INC | 3,190,000 | 600,631 | -81.2% | $77.0M |
| TCOM TRIP COM GROUP LTD | 2,604,281 | 12,000 | -99.5% | $478.1K |
| HTHT H WORLD GROUP LTD | 1,063,181 | 321,572 | -69.8% | $13.4M |
| AAPL APPLE INC | 248,368 | 146,668 | -40.9% | $42.4M |
| SE SEA LTD | 488,048 | 216,978 | -55.5% | $20.8M |
| ATAT ATOUR LIFESTYLE HLDGS LTD | 2,591,136 | 1,788,400 | -31.0% | $56.9M |
| PDD PDD HOLDINGS INC | 5,103,804 | 4,785,666 | -6.2% | $365.1M |
| YMM FULL TRUCK ALLIANCE CO LTD | 40,957,519 | 39,452,419 | -3.7% | $320.4M |
| QFIN QFIN HOLDINGS INC | 3,295,438 | 3,031,438 | -8.0% | $47.9M |
CIK 1848138 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
