Greenwoods Asset Management Hong Kong Ltd.
Greenwoods Asset Management Hong Kong Ltd. reported 21 US-listed holdings worth $2.19 billion in its 13F for the quarter ended 30 June 2026, filed 7 August 2026. Its largest: Alphabet Inc. (29.6%), Intel Corp. (17.6%) and PDD Holdings Inc. (16.7%). Against the quarter before, it opened 4 positions, added to 1, trimmed 11 and sold out of 8.
Reported holdings$2.19B-43.6% on Q1 2026
Positions21-4 on Q1 2026
The largest ten95.3%of its reported holdings
Latest 13FQ2 2026filed 7 August 2026
OpenedAdded toHeldTrimmed
The 14 largest of its 21 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 4Added 1Held 5Trimmed 11Sold out 8
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 4
- ASML Holding N.V. ASML$14.1 million
- Applied Optoelectronics Inc. AAOI$7.9 million
- 21VIANET Group Inc. VNET$5.2 million
- Applied Materials Inc. AMAT$1.8 million
Added to 1
- Futu Hldgs Ltd FUTU+97,286 shares · +10%
Trimmed 11
- Intel Corp. INTC-4.2 million shares · -60%
- Alphabet Inc. GOOGL-1.1 million shares · -38%
- NetEase, Inc. NTES-2.6 million shares · -81%
- Trip.com Group Limited TCOM-2.6 million shares · -100%
- H World Group Ltd HTHT-741,609 shares · -70%
- Apple Inc. AAPL-101,700 shares · -41%
- Sea Limited SE-271,070 shares · -56%
- Atour Lifestyle Hldgs Ltd ATAT-802,736 shares · -31%
and 3 more in the table below
Sold out of 8
- Meta Platforms, Inc. META$309.9 million last quarter
- Amazon.com Inc. AMZN$209.2 million last quarter
- NVIDIA Corp. NVDA$133.0 million last quarter
- Alibaba Group Holding Limited BABA$88.2 million last quarter
- New Oriental Ed & Technology EDU$75.2 million last quarter
- UnitedHealth Group Inc. UNH$35.3 million last quarter
- Tal Education Group TAL$27.8 million last quarter
- Lumentum Holdings Inc. LITE$7.6 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Alphabet Inc. GOOGL | 1,810,357 | $647.0 million | 29.60% | -1,111,277 |
| Intel Corp. INTC | 2,751,193 | $384.1 million | 17.58% | -4,172,043 |
| PDD Holdings Inc. PDD | 4,785,666 | $365.1 million | 16.70% | -318,138 |
| Full Truck Alliance Co. Ltd YMM | 39,452,419 | $320.4 million | 14.66% | -1,505,100 |
| Futu Hldgs Ltd FUTU | 1,093,634 | $102.5 million | 4.69% | +97,286 |
| NetEase, Inc. NTES | 600,631 | $77.0 million | 3.52% | -2,589,369 |
| Atour Lifestyle Hldgs Ltd ATAT | 1,788,400 | $56.9 million | 2.60% | -802,736 |
| Qifu Technology Inc. QFIN | 3,031,438 | $47.9 million | 2.19% | -264,000 |
| Apple Inc. AAPL | 146,668 | $42.4 million | 1.94% | -101,700 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 83,052 | $39.7 million | 1.81% | no change |
| Sea Limited SE | 216,978 | $20.8 million | 0.95% | -271,070 |
| Makemytrip Limited Mauritius MMYT | 388,557 | $20.7 million | 0.95% | no change |
| ASML Holding N.V. ASML | 7,070 | $14.1 million | 0.64% | new |
| H World Group Ltd HTHT | 321,572 | $13.4 million | 0.61% | -741,609 |
| Weride Inc. WRD | 2,201,800 | $12.8 million | 0.59% | no change |
| Applied Optoelectronics Inc. AAOI | 53,520 | $7.9 million | 0.36% | new |
| 21VIANET Group Inc. VNET | 648,500 | $5.2 million | 0.24% | new |
| Super Hi Intl Hldg Ltd HDL | 268,341 | $3.3 million | 0.15% | no change |
| Atrenew Inc. RERE | 525,000 | $2.0 million | 0.09% | no change |
| Applied Materials Inc. AMAT | 2,520 | $1.8 million | 0.08% | new |
| Trip.com Group Limited TCOM | 12,000 | $478,080 | 0.02% | -2,592,281 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.