Q3 2025 · 13F-HR
Greenwoods Asset Management Hong Kong Ltd.holdings as filed
Filed 2025-11-10 · accession 0001848138-25-000012
$4.44B
Reported value
30
Positions
2025-09-30
Period end
The Brief · Greenwoods Asset Management Hong Kong Ltd. · Q3 2025
AI · grounded in 13F
Greenwoods Asset Management Hong Kong Ltd. established a new position in META valued at $900.3M. The fund also initiated new stakes in NTES for $488.2M and NVDA for $443.8M. Other new additions include PDD at $443.7M and GOOGL at $427.9M. Total assets under management stand at $4.4B across 30 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $900.3M | 20.3% | 1,225,964 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $488.2M | 11.0% | 3,212,200 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $443.8M | 9.99% | 2,378,757 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $443.7M | 9.99% | 3,356,964 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $427.9M | 9.64% | 1,760,320 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $370.9M | 8.35% | 28,597,879 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $173.3M | 3.90% | 996,348 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $150.7M | 3.39% | 843,409 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $143.3M | 3.23% | 1,276,303 | Common | SOLE |
| 88557W101 | QFIN | QFIN HOLDINGS INC | $94.8M | 2.14% | 3,295,438 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $86.1M | 1.94% | 2,290,136 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $81.6M | 1.84% | 165,459 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $73.5M | 1.65% | 411,144 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $70.5M | 1.59% | 1,328,218 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $69.9M | 1.57% | 3,676,995 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $63.6M | 1.43% | 1,896,037 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $57.8M | 1.30% | 167,432 | Common | SOLE |
| 78464A870 | XBI | SPDR SERIES TRUST | $55.6M | 1.25% | 555,015 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $54.3M | 1.22% | 213,104 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $36.7M | 0.83% | 131,264 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $29.1M | 0.66% | 2,597,180 | Common | SOLE |
| 950915108 | WRD | WERIDE INC | $26.6M | 0.60% | 2,684,200 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $24.0M | 0.54% | 256,900 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $24.0M | 0.54% | 244,670 | Common | SOLE |
| 47759T100 | JKS | JINKOSOLAR HLDG CO LTD | $18.8M | 0.42% | 780,933 | Common | SOLE |
| 44332N106 | HTHT | H WORLD GROUP LTD | $14.1M | 0.32% | 360,000 | Common | NONE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $9.2M | 0.21% | 13,226 | Common | SOLE |
| 86803S106 | HDL | SUPER HI INTL HLDG LTD | $5.0M | 0.11% | 268,341 | Common | SOLE |
| 00138L108 | RERE | ATRENEW INC | $2.4M | 0.05% | 525,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $875,806 | 0.02% | 3,596 | 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.