Holdings of Greenwoods Asset Management Hong Kong Ltd.
23 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 85 % of the equity sleeve
Sector breakdown
- Communication 39.0 %
- Consumer discretionary 21.2 %
- Technology 13.9 %
- Consumer staples 1.0 %
- Health care 0.9 %
- Unattributed 23.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 63.8 %
- KY 27.2 %
- HK 3.5 %
- SG 3.4 %
- CN 1.4 %
- TW 0.7 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 14 | 2.5B $ | 63.75 % |
| KY | 5 | 1.1B $ | 27.25 % |
| HK | 1 | 136.3M $ | 3.53 % |
| SG | 1 | 129.7M $ | 3.36 % |
| CN | 1 | 53.5M $ | 1.39 % |
| TW | 1 | 28.1M $ | 0.73 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Alphabet Inc | 2,921,634 | 840.1M $ | |
| PDD Holdings Inc | 5,103,804 | 521.5M $ | |
| NetEase Inc | 3,190,000 | 357.1M $ | |
| Full Truck Alliance Co Ltd | 40,957,519 | 339.9M $ | |
| Meta Platforms Inc | 541,689 | 309.9M $ | |
| Intel Corp | 6,923,236 | 305.5M $ | |
| Amazon.com Inc | 1,004,700 | 209.2M $ | |
| Futu Holdings Ltd | 996,348 | 136.3M $ | |
| NVIDIA Corp | 762,748 | 133M $ | |
| Trip.com Group Ltd | 2,604,281 | 129.7M $ | |
| Atour Lifestyle Holdings Ltd | 2,591,136 | 95.4M $ | |
| Alibaba Group Holding Ltd | 703,009 | 88.2M $ | |
| New Oriental Education & Technology Group Inc | 1,328,218 | 75.2M $ | |
| Apple Inc | 248,368 | 63M $ | |
| H World Group Ltd | 1,063,181 | 53.5M $ | |
| Qfin Holdings Inc | 3,295,438 | 42.5M $ | |
| Sea Ltd | 488,048 | 40.4M $ | |
| UnitedHealth Group Inc | 130,310 | 35.3M $ | |
| Taiwan Semiconductor Manufacturing Co Ltd | 83,052 | 28.1M $ | |
| TAL Education Group | 2,448,817 | 27.8M $ | |
| WeRide Inc | 2,201,800 | 17.8M $ | |
| Lumentum Holdings Inc | 10,822 | 7.6M $ | |
| ATRenew Inc | 525,000 | 2.5M $ |