Greenwoods Asset Management Hong Kong Ltd.

CIK

1848138

Location

HONG KONG, K3

Portfolio Value

Mid $2,185,501,538

Diversification

Moderately concentrated

Reports for

GREENWOODS INVESTMENTS SG PTE. LTD.

Filing Date

Global Rank

#1,505 / 8,794 ▼ 609 · as of Jun 2026

Top Industry

Internet Content & Information 29.6%

Period ended 3 months ago

Filed Aug 7, 2026 · 59d

22 quarters · since Mar 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.6%

+7.9 pts

Top 5

83.2%

+22.2 pts

Top 10

95.3%

+10.7 pts

HHI

1,735

Moderately concentrated+709

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.9%	$828,450,952	9
Communication Services	33.1%	$723,932,137	2
Consumer Cyclical	22.1%	$482,674,166	8
Financial Services	6.9%	$150,444,283	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
FUTU	Futu Holdings Ltd	+97,286	1,093,634	$102,517,250
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−4,172,043	2,751,193	$384,149,078
TCOM	Trip.com Group Ltd	−2,592,281	12,000	$478,080
NTES	NetEase, Inc.	−2,589,369	600,631	$76,964,856
YMM	Full Truck Alliance Co. Ltd.	−1,505,100	39,452,419	$320,353,641
GOOGL	Alphabet Inc.	−1,111,277	1,810,357	$646,967,281
ATAT	Atour Lifestyle Holdings Ltd	−802,736	1,788,400	$56,871,120
HTHT	H World Group Ltd	−741,609	321,572	$13,415,983
PDD	PDD Holdings Inc.	−318,138	4,785,666	$365,050,602
SE	Sea Ltd	−271,070	216,978	$20,793,001
QFIN	Qfin Holdings, Inc.	−264,000	3,031,438	$47,927,033
AAPL	Apple Inc.	−101,700	146,668	$42,439,852
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
ASML	Asml Holding NV	7,070	$14,065,340
AAOI	Applied Optoelectronics, Inc.	53,520	$7,929,523
VNET	VNET Group, Inc.	648,500	$5,213,940
AMAT	Applied Materials Inc /De	2,520	$1,821,960
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	541,689	$309,916,527
AMZN	Amazon Com Inc	1,004,700	$209,248,869
NVDA	Nvidia Corp	762,748	$133,023,251
BABA	Alibaba Group Holding Ltd	703,009	$88,199,508
EDU	New Oriental Education & Technology Group Inc.	1,328,218	$75,216,984
UNH	Unitedhealth Group Inc	130,310	$35,260,582
TAL	TAL Education Group	2,448,817	$27,843,049
LITE	Lumentum Holdings Inc.	10,822	$7,605,268
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 tracked positions · $2,185,501,538 total · filing declares 27 positions · $2,185,501,549 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	1,810,357	-1,111,277	$646,967,281	−23.0%	29.60%
INTC	Intel Corp Technology	Reduced	2,751,193	-4,172,043	$384,149,078	+25.7%	17.58%
PDD	PDD Holdings Inc. Consumer Cyclical	Reduced	4,785,666	-318,138	$365,050,602	−30.0%	16.70%
YMM	Full Truck Alliance Co. Ltd. Technology	Reduced	39,452,419	-1,505,100	$320,353,641	−5.8%	14.66%
FUTU	Futu Holdings Ltd Financial Services	Added	1,093,634	+97,286	$102,517,250	−24.8%	4.69%
NTES	NetEase, Inc. Communication Services	Reduced	600,631	-2,589,369	$76,964,856	−78.4%	3.52%
ATAT	Atour Lifestyle Holdings Ltd Consumer Cyclical	Reduced	1,788,400	-802,736	$56,871,120	−40.4%	2.60%
QFIN	Qfin Holdings, Inc. Financial Services	Reduced	3,031,438	-264,000	$47,927,033	+12.7%	2.19%
AAPL	Apple Inc. Technology	Reduced	146,668	-101,700	$42,439,852	−32.7%	1.94%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	83,052	0	$39,663,142	+41.3%	1.81%
SE	Sea Ltd Consumer Cyclical	Reduced	216,978	-271,070	$20,793,001	−48.6%	0.95%
MMYT	MakeMyTrip Ltd Consumer Cyclical	Held	388,557	0	$20,706,202	+42.9%	0.95%
ASML	Asml Holding NV Technology	NEW	7,070	NEW	$14,065,340	NEW	0.64%
HTHT	H World Group Ltd Consumer Cyclical	Reduced	321,572	-741,609	$13,415,983	−74.9%	0.61%
WRD	WeRide Inc. Technology	Held	2,201,800	0	$12,814,476	−28.1%	0.59%
AAOI	Applied Optoelectronics, Inc. Technology	NEW	53,520	NEW	$7,929,523	NEW	0.36%
VNET	VNET Group, Inc. Technology	NEW	648,500	NEW	$5,213,940	NEW	0.24%
HDL	Super Hi International Holding Ltd. Consumer Cyclical	Held	268,341	0	$3,327,428	−14.8%	0.15%
RERE	ATRenew Inc. Consumer Cyclical	Held	525,000	0	$2,031,750	−17.5%	0.09%
AMAT	Applied Materials Inc /De Technology	NEW	2,520	NEW	$1,821,960	NEW	0.08%
TCOM	Trip.com Group Ltd Consumer Cyclical	Reduced	12,000	-2,592,281	$478,080	−99.6%	0.02%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.