Greenwoods Asset Management Hong Kong Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Greenwoods Asset Management Hong Kong Ltd. disclosed 21 stock positions valued at approximately $2.19B as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, INTEL CORP, and PDD HOLDINGS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 21
- Portfolio Value
- $2.19B
Holdings by Sector
Greenwoods Asset Management Hong Kong Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 29.60% | 1,810,357 | -1,111,277 | -38.04% | $646,967,281 |
| INTEL CORP | INTC | Technology | 17.58% | 2,751,193 | -4,172,043 | -60.26% | $384,149,079 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 16.70% | 4,785,666 | -318,138 | -6.23% | $365,050,602 |
| FULL TRUCK ALLIANCE CO LTD | YMM | Technology | 14.66% | 39,452,419 | -1,505,100 | -3.67% | $320,353,642 |
| FUTU HLDGS LTD | FUTU | Financial Services | 4.69% | 1,093,634 | +97,286 | +9.76% | $102,517,251 |
| NETEASE COM INC | NTES | Communication Services | 3.52% | 600,631 | -2,589,369 | -81.17% | $76,964,856 |
| ATOUR LIFESTYLE HLDGS LTD | ATAT | Consumer Cyclical | 2.60% | 1,788,400 | -802,736 | -30.98% | $56,871,120 |
| QFIN HOLDINGS INC | QFIN | Financial Services | 2.19% | 3,031,438 | -264,000 | -8.01% | $47,927,035 |
| APPLE INC | AAPL | Technology | 1.94% | 146,668 | -101,700 | -40.95% | $42,439,852 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.81% | 83,052 | - | - | $39,663,144 |
| SEA LTD | SE | Consumer Cyclical | 0.95% | 216,978 | -271,070 | -55.54% | $20,793,002 |
| MAKEMYTRIP LIMITED MAURITIUS | MMYT | Consumer Cyclical | 0.95% | 388,557 | - | - | $20,706,203 |
| ASML HLDG NV | ASML | Technology | 0.64% | 7,070 | +7,070 | +100.00% | $14,065,341 |
| H WORLD GROUP LTD | HTHT | Consumer Cyclical | 0.61% | 321,572 | -741,609 | -69.75% | $13,415,984 |
| WERIDE INC | WRD | Technology | 0.59% | 2,201,800 | - | - | $12,814,476 |
| APPLIED OPTOELECTRONICS INC | AAOI | Technology | 0.36% | 53,520 | +53,520 | +100.00% | $7,929,523 |
| VNET GROUP INC | VNET | Technology | 0.24% | 648,500 | +648,500 | +100.00% | $5,213,940 |
| SUPER HI INTL HLDG LTD | HDL | Consumer Cyclical | 0.15% | 268,341 | - | - | $3,327,428 |
| ATRENEW INC | RERE | Consumer Cyclical | 0.09% | 525,000 | - | - | $2,031,750 |
| APPLIED MATLS INC | AMAT | Technology | 0.08% | 2,520 | +2,520 | +100.00% | $1,821,960 |
| TRIP COM GROUP LTD | TCOM | Consumer Cyclical | 0.02% | 12,000 | -2,592,281 | -99.54% | $478,080 |
Showing 21 of 21 holdings in the latest reporting period.