Q2 2025 · 13F-HR
Greenwoods Asset Management Hong Kong Ltd.holdings as filed
Filed 2025-08-08 · accession 0001848138-25-000008
$2.87B
Reported value
28
Positions
2025-06-30
Period end
The Brief · Greenwoods Asset Management Hong Kong Ltd. · Q2 2025
AI · grounded in 13F
Greenwoods Asset Management Hong Kong Ltd. established a new position in META valued at $731.7M. The fund also initiated new stakes in NTES for $469.1M and YMM for $340.1M. Additional new positions include PDD at $337M and FUTU at $189.3M. Total assets under management stand at $2.87B across 28 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $731.7M | 25.5% | 991,342 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $469.1M | 16.3% | 3,486,000 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $340.1M | 11.8% | 28,794,527 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $337.0M | 11.7% | 3,219,839 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $189.3M | 6.59% | 1,531,389 | Common | SOLE |
| 88557W101 | QFIN | QIFU TECHNOLOGY INC | $142.9M | 4.97% | 3,295,438 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $99.6M | 3.47% | 630,440 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $82.3M | 2.86% | 4,640,706 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $71.7M | 2.49% | 1,328,218 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $70.6M | 2.46% | 1,276,303 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $52.7M | 1.84% | 465,000 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $45.6M | 1.59% | 2,035,073 | Common | SOLE |
| 23703Q203 | DQ | DAQO NEW ENERGY CORP | $40.5M | 1.41% | 2,672,161 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $32.6M | 1.13% | 184,942 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $29.7M | 1.03% | 131,264 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $28.8M | 1.00% | 179,759 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $27.3M | 0.95% | 2,671,361 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $22.1M | 0.77% | 377,500 | Common | SOLE |
| 47759T100 | JKS | JINKOSOLAR HLDG CO LTD | $16.6M | 0.58% | 780,933 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $14.3M | 0.50% | 28,650 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $6.8M | 0.24% | 210,700 | Common | SOLE |
| 44332N106 | HTHT | H WORLD GROUP LTD | $6.0M | 0.21% | 176,800 | Common | SOLE |
| 86803S106 | HDL | SUPER HI INTL HLDG LTD | $5.2M | 0.18% | 268,341 | Common | SOLE |
| 07725L102 | ONC | BEONE MEDICINES LTD | $3.8M | 0.13% | 15,502 | Common | SOLE |
| 136635109 | CSIQ | CANADIAN SOLAR INC | $3.7M | 0.13% | 335,183 | Common | SOLE |
| 00138L108 | RERE | ATRENEW INC | $1.7M | 0.06% | 525,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $1.0M | 0.04% | 9,680 | Common | SOLE |
| 428050108 | HSAI | HESAI GROUP | $884,387 | 0.03% | 40,291 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.