Greenwoods Asset Management Hong Kong Ltd. — 13F Holdings & Portfolio
CIK 1848138 · latest 13F-HR filed 2026-08-07
Greenwoods Asset Management Hong Kong Ltd. manages $2.19B in 13F-reported U.S. long-equity assets across 27 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (29.60%), INTC (17.58%), PDD (15.13%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 8, added to 4, and trimmed 13.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.19B
Long-equity book
27
Distinct positions
2026-06-30
Filed 2026-08-07
+4 / −8 / ↑4 / ↓13
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- INTEL CORP$78.6M +25.7%
- TAIWAN SEMICONDUCTOR MANUFAC$11.6M +41.3%
- MAKEMYTRIP LIMITED MAURITIUS$6.2M +42.9%
- QFIN HOLDINGS INC$5.4M +12.7%
Top Trims
- NETEASE COM INC-$280.1M -78.4%
- ALPHABET INC-$193.2M -23.0%
- PDD HOLDINGS INC-$156.5M -30.0%
- TRIP COM GROUP LTD-$129.2M -99.6%
- H WORLD GROUP LTD-$40.1M -74.9%
New Positions
- ASML HLDG NV$14.1M
- APPLIED OPTOELECTRONICS INC$7.9M
- VNET GROUP INC$5.2M
- APPLIED MATLS INC$1.8M
Exited Positions
- META PLATFORMS INC$309.9M
- AMAZON COM INC$209.2M
- NVIDIA CORPORATION$133.0M
- ALIBABA GROUP HLDG LTD$88.2M
- NEW ORIENTAL ED & TECHNOLOGY$75.2M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOGL | 02079K305 | $647.0M | 29.60% | 1,810,357 | SH |
| 2 | INTEL CORP | INTC | 458140100 | $384.1M | 17.58% | 2,751,193 | SH |
| 3 | PDD HOLDINGS INC | PDD | 722304102 | $330.7M | 15.13% | 4,335,691 | SH |
| 4 | FULL TRUCK ALLIANCE CO LTD | YMM | 35969L108 | $297.2M | 13.60% | 36,596,907 | SH |
| 5 | FUTU HLDGS LTD | FUTU | 36118L106 | $89.6M | 4.10% | 955,968 | SH |
| 6 | NETEASE COM INC | NTES | 64110W102 | $77.0M | 3.52% | 600,631 | SH |
| 7 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 04965M106 | $46.8M | 2.14% | 1,472,400 | SH |
| 8 | QFIN HOLDINGS INC | QFIN | 88557W101 | $43.3M | 1.98% | 2,739,274 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $42.4M | 1.94% | 146,668 | SH |
| 10 | PDD HOLDINGS INC | PDD | 722304102 | $34.3M | 1.57% | 449,975 | SH |
| 11 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $30.8M | 1.41% | 64,531 | SH |
| 12 | FULL TRUCK ALLIANCE CO LTD | YMM | 35969L108 | $23.2M | 1.06% | 2,855,512 | SH |
| 13 | SEA LTD | SE | 81141R100 | $20.8M | 0.95% | 216,978 | SH |
| 14 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | V5633W109 | $20.7M | 0.95% | 388,557 | SH |
| 15 | ASML HLDG NV | ASML | N07059210 | $14.1M | 0.64% | 7,070 | SH |
| 16 | H WORLD GROUP LTD | HTHT | 44332N106 | $13.4M | 0.61% | 321,572 | SH |
| 17 | FUTU HLDGS LTD | FUTU | 36118L106 | $12.9M | 0.59% | 137,666 | SH |
| 18 | WERIDE INC | WRD | 950915108 | $12.8M | 0.59% | 2,201,800 | SH |
| 19 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 04965M106 | $10.0M | 0.46% | 316,000 | SH |
| 20 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $8.8M | 0.40% | 18,521 | SH |
| 21 | APPLIED OPTOELECTRONICS INC | AAOI | 03823U102 | $7.9M | 0.36% | 53,520 | SH |
| 22 | VNET GROUP INC | VNET | 90138A103 | $5.2M | 0.24% | 648,500 | SH |
| 23 | QFIN HOLDINGS INC | QFIN | 88557W101 | $4.6M | 0.21% | 292,164 | SH |
| 24 | SUPER HI INTL HLDG LTD | HDL | 86803S106 | $3.3M | 0.15% | 268,341 | SH |
| 25 | ATRENEW INC | RERE | 00138L108 | $2.0M | 0.09% | 525,000 | SH |
| 26 | APPLIED MATLS INC | AMAT | 038222105 | $1.8M | 0.08% | 2,520 | SH |
| 27 | TRIP COM GROUP LTD | TCOM | 89677Q107 | $478.1K | 0.02% | 12,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $2.19B | 27 | 0001848138-26-000011 |
| 2026-03-31 | 2026-05-08 | $3.88B | 35 | 0001848138-26-000008 |
| 2025-12-31 | 2026-02-06 | $4.04B | 38 | 0001848138-26-000006 |
JARDINE HOUSE, 1 CONNAUGHT PL., CENTRAL
HONG KONG 00000