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HONG KONG, · CIK 0001848138
New positions
3
Added to
9
Trimmed
7
Exited
6
Greenwoods (景林) runs $3.9B tilted to Chinese ADRs plus US mega-tech: GOOGL 21.7% on top, PDD added 29%, YMM +43%, INTC +167%, with a new $210M AMZN stake against a 46% META cut. Clone rank #17, +4.8pt alpha — one of the few China-focused books beating SPY.
Generated quarterly from the filing data itself — holdings, changes, sector mix and clone-performance rank. Not investment advice.
Source: SEC 13F-HR filing filed on 2026-05-08 ·View on SEC.gov →
Top 25 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | $840.15M | 21.66% | +8.6% |
| 2 | PDDPDD HOLDINGS INC | $521.51M | 13.45% | +28.6% |
| 3 | NTESNETEASE COM INC | $357.09M | 9.21% | -0.7% |
| 4 | YMMFULL TRUCK ALLIANCE CO LTD | $339.95M | 8.77% | +43.2% |
| 5 | METAMETA PLATFORMS INC | $309.92M | 7.99% | -45.7% |
| 6 | INTCINTEL CORP | $305.52M | 7.88% | +167.3% |
| 7 | AMZNAMAZON COM INC | $209.25M | 5.40% | New |
| 8 | FUTUFUTU HLDGS LTD | $136.26M | 3.51% | -12.3% |
| 9 | NVDANVIDIA CORPORATION | $133.02M | 3.43% | -9.0% |
| 10 | TCOMTRIP COM GROUP LTD | $129.67M | 3.34% | New |
| Stock | Value | Shares |
|---|---|---|
| AMZNAMAZON COM INC | $209.25M | 1,004,700 |
| TCOMTRIP COM GROUP LTD | $129.67M | 2,604,281 |
| LITELUMENTUM HLDGS INC | $7.61M | 10,822 |
As of Q1 2026, Greenwoods Asset Management Hong Kong Ltd. reported a portfolio value of $3.88B across 25 positions in their 13F filing.
Greenwoods Asset Management Hong Kong Ltd.'s largest holding is GOOGL with a position worth $840.15M. Their top holdings include GOOGL, PDD, NTES, YMM, META.
In Q1 2026, Greenwoods Asset Management Hong Kong Ltd. made the following changes to their portfolio: 3 new positions, 6 positions sold out, 9 positions increased, 7 positions reduced.
Greenwoods Asset Management Hong Kong Ltd. files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
Get alerts when Greenwoods Asset Management Hong Kong Ltd. files new 13F holdings.
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.