Q4 2025 · 13F-HR
Greenwoods Asset Management Hong Kong Ltd.holdings as filed
Filed 2026-02-06 · accession 0001848138-26-000006
$4.04B
Reported value
28
Positions
2025-12-31
Period end
The Brief · Greenwoods Asset Management Hong Kong Ltd. · Q4 2025
AI · grounded in 13F
Greenwoods Asset Management Hong Kong Ltd. established a new position in Broadcom Inc. AVGO valued at $85.07M. The fund also increased its holdings in H World Group Ltd HTHT by 134.12% and Alphabet Inc GOOGL by 52.81%. Conversely, the manager trimmed its position in SPDR Series Trust XBI by 87.70% and reduced its stake in NVIDIA Corporation NVDA by 64.78%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $842.0M | 20.8% | 2,690,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $658.0M | 16.3% | 996,908 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $450.0M | 11.1% | 3,968,270 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $442.1M | 10.9% | 3,212,200 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $306.9M | 7.59% | 28,597,879 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $186.5M | 4.61% | 1,135,821 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $156.3M | 3.86% | 837,907 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $123.6M | 3.06% | 843,409 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $95.6M | 2.36% | 2,590,400 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $90.2M | 2.23% | 2,290,136 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $85.1M | 2.10% | 245,800 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $76.9M | 1.90% | 163,661 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $73.1M | 1.81% | 1,328,218 | Common | SOLE |
| 88557W101 | QFIN | QFIN HOLDINGS INC | $63.5M | 1.57% | 3,295,438 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $57.9M | 1.43% | 213,104 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $53.4M | 1.32% | 638,103 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $43.0M | 1.06% | 130,310 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $41.4M | 1.02% | 324,147 | Common | SOLE |
| 44332N106 | HTHT | H WORLD GROUP LTD | $39.7M | 0.98% | 842,822 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $28.3M | 0.70% | 2,597,180 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $28.3M | 0.70% | 1,793,195 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $27.3M | 0.67% | 89,826 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $21.1M | 0.52% | 256,900 | Common | SOLE |
| 47759T100 | JKS | JINKOSOLAR HLDG CO LTD | $20.2M | 0.50% | 780,933 | Common | SOLE |
| 950915108 | WRD | WERIDE INC | $19.1M | 0.47% | 2,201,800 | Common | SOLE |
| 78464A870 | XBI | SPDR SERIES TRUST | $8.3M | 0.21% | 68,265 | Common | SOLE |
| 86803S106 | HDL | SUPER HI INTL HLDG LTD | $4.3M | 0.11% | 268,341 | Common | SOLE |
| 00138L108 | RERE | ATRENEW INC | $2.8M | 0.07% | 525,000 | 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.