Greenwoods Asset Management Hong Kong portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 7, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Greenwoods Asset Management Hong Kong reported a $2.2 bn portfolio of 21 positions to the SEC as of the end of Q2 2026. Its largest positions are GOOGL, INTC, PDD. During the quarter it exited Meta Platforms and Amazon.com.
Sections with a free account
What changed this quarter
24 positions with a change (4 new, 1 added to, 11 trimmed, 8 sold). 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Alphabet−38%fewer sharesReduced21.7% → 29.6%
- Netease−81%fewer sharesReduced9.2% → 3.5%
- Meta Platforms−8.0 ppof portfolioSold out8.0% → —
- Intel−60%fewer sharesReduced7.9% → 17.6%
- Amazon.com−5.4 ppof portfolioSold out5.4% → —
- NVIDIA−3.4 ppof portfolioSold out3.4% → —
- Trip.com Group−99.5%fewer sharesReduced3.3% → under 0.1%
- Alibaba Group Holding−2.3 ppof portfolioSold out2.3% → —
- New Oriental Education & Technology Group−1.9 ppof portfolioSold out1.9% → —
- UnitedHealth Group−0.9 ppof portfolioSold out0.9% → —
- H World Group−70%fewer sharesReduced1.4% → 0.6%
- Apple−41%fewer sharesReduced1.6% → 1.9%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AlphabetGOOGL29.6%
- IntelINTC17.6%
- PDD HoldingsPDD16.7%
- Full Truck AllianceYMM14.7%
- Futu HoldingsFUTU4.7%
- NeteaseNTES3.5%
- Atour Lifestyle HoldingsATAT2.6%
- Qfin HoldingsQFIN2.2%
- AppleAAPL1.9%
- Taiwan Semiconductor ManufacturingTSM1.8%
- SeaSE1.0%
- MakeMyTripMMYT0.9%
- ASML HoldingASML0.6%
- H World GroupHTHT0.6%
- WeRideWRD0.6%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 38%
- ● Communication Services 33%
- ● Consumer Discretionary 22%
- ● Financials 7%
How its portfolio changed (8 quarters)
Q2 2026: 21
Q2 2026: 95%
Q2 2026: 28.6%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 30, 2026 (medium confidence).
The data, as reported: GREENWOODS ASSET MANAGEMENT HONG KONG LIMITED (CRD 161898): Exempt reporting adviser to private funds, based in China; 7.B private funds: 1 hedge (gross assets $2.1 bn)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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