Greenwoods Asset Management Hong Kong Ltd. — 13F Holdings & Portfolio
CIK 1848138 · latest 13F-HR filed 2026-05-08
Greenwoods Asset Management Hong Kong Ltd. manages $3.88B in 13F-reported U.S. long-equity assets across 35 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOGL (21.66%), PDD (11.73%), NTES (8.50%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 6, added to 6, and trimmed 11.
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.
$3.88B
Long-equity book
35
Distinct positions
2026-03-31
Filed 2026-05-08
+3 / −6 / ↑6 / ↓11
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INTEL CORP$209.9M +219.6%
- PDD HOLDINGS INC$71.5M +15.9%
- FULL TRUCK ALLIANCE CO LTD$33.1M +10.8%
- H WORLD GROUP LTD$13.8M +34.8%
- ATOUR LIFESTYLE HLDGS LTD$5.1M +5.7%
Top Trims
- META PLATFORMS INC-$348.1M -52.9%
- NETEASE COM INC-$85.0M -19.2%
- FUTU HLDGS LTD-$50.3M -26.9%
- ALIBABA GROUP HLDG LTD-$35.4M -28.7%
- NVIDIA CORPORATION-$23.2M -14.9%
Exited Positions
- BROADCOM INC$85.1M
- SYNOPSYS INC$76.9M
- NEBIUS GROUP N.V.$53.4M
- KE HLDGS INC$28.3M
- JINKOSOLAR HLDG CO LTD$20.2M
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 | $840.1M | 21.66% | 2,921,634 | SH |
| 2 | PDD HOLDINGS INC | PDD | 722304102 | $454.7M | 11.73% | 4,450,229 | SH |
| 3 | NETEASE COM INC | NTES | 64110W102 | $329.7M | 8.50% | 2,945,233 | SH |
| 4 | META PLATFORMS INC | META | 30303M102 | $309.9M | 7.99% | 541,689 | SH |
| 5 | INTEL CORP | INTC | 458140100 | $305.5M | 7.88% | 6,923,236 | SH |
| 6 | FULL TRUCK ALLIANCE CO LTD | YMM | 35969L108 | $304.5M | 7.85% | 36,688,607 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $209.2M | 5.40% | 1,004,700 | SH |
| 8 | FUTU HLDGS LTD | FUTU | 36118L106 | $136.3M | 3.51% | 996,348 | SH |
| 9 | NVIDIA CORPORATION | NVDA | 67066G104 | $133.0M | 3.43% | 762,748 | SH |
| 10 | TRIP COM GROUP LTD | TCOM | 89677Q107 | $106.9M | 2.76% | 2,147,281 | SH |
| 11 | NEW ORIENTAL ED & TECHNOLOGY | EDU | 647581206 | $73.7M | 1.90% | 1,301,234 | SH |
| 12 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 04965M106 | $73.2M | 1.89% | 1,988,136 | SH |
| 13 | PDD HOLDINGS INC | PDD | 722304102 | $66.8M | 1.72% | 653,575 | SH |
| 14 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $63.1M | 1.63% | 502,704 | SH |
| 15 | APPLE INC | AAPL | 037833100 | $63.0M | 1.63% | 248,368 | SH |
| 16 | SEA LTD | SE | 81141R100 | $40.4M | 1.04% | 488,048 | SH |
| 17 | FULL TRUCK ALLIANCE CO LTD | YMM | 35969L108 | $35.4M | 0.91% | 4,268,912 | SH |
| 18 | QFIN HOLDINGS INC | QFIN | 88557W101 | $35.4M | 0.91% | 2,739,274 | SH |
| 19 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $35.3M | 0.91% | 130,310 | SH |
| 20 | H WORLD GROUP LTD | HTHT | 44332N106 | $30.9M | 0.80% | 613,572 | SH |
| 21 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $28.1M | 0.72% | 83,052 | SH |
| 22 | NETEASE COM INC | NTES | 64110W102 | $27.4M | 0.71% | 244,767 | SH |
| 23 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $25.1M | 0.65% | 200,305 | SH |
| 24 | TAL ED GROUP | TAL | 874080104 | $23.0M | 0.59% | 2,026,698 | SH |
| 25 | TRIP COM GROUP LTD | TCOM | 89677Q107 | $22.8M | 0.59% | 457,000 | SH |
| 26 | H WORLD GROUP LTD | HTHT | 44332N106 | $22.6M | 0.58% | 449,609 | SH |
| 27 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 04965M106 | $22.2M | 0.57% | 603,000 | SH |
| 28 | WERIDE INC | WRD | 950915108 | $17.8M | 0.46% | 2,201,800 | SH |
| 29 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | V5633W109 | $14.5M | 0.37% | 388,557 | SH |
| 30 | LUMENTUM HLDGS INC | LITE | 55024U109 | $7.6M | 0.20% | 10,822 | SH |
| 31 | QFIN HOLDINGS INC | QFIN | 88557W101 | $7.2M | 0.19% | 556,164 | SH |
| 32 | TAL ED GROUP | TAL | 874080104 | $4.8M | 0.12% | 422,119 | SH |
| 33 | SUPER HI INTL HLDG LTD | HDL | 86803S106 | $3.9M | 0.10% | 268,341 | SH |
| 34 | ATRENEW INC | RERE | 00138L108 | $2.5M | 0.06% | 525,000 | SH |
| 35 | NEW ORIENTAL ED & TECHNOLOGY | EDU | 647581206 | $1.5M | 0.04% | 26,984 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $3.88B | 35 | 0001848138-26-000008 |
| 2025-12-31 | 2026-02-06 | $4.04B | 38 | 0001848138-26-000006 |