Institutional
Greenwoods Asset Management Hong Kong Ltd.
CIK 0001848138
$0
Reported AUM
0
Positions
Q1 2026
Period
2026-05-08
Filed
The Brief · Greenwoods Asset Management Hong Kong Ltd. · Q1 2026
AI · grounded in 13F
Greenwoods Asset Management Hong Kong Ltd. closed its position in GOOGL, reducing exposure by $841.97M. The fund also exited positions in META and PDD, selling $658.05M and $449.96M respectively. In total, the fund reduced 28 positions during the period.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | — | — | −2,690,000 | EXITED |
| 2 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | — | — | −996,908 | EXITED |
| 3 | PDD | PDD HOLDINGS INC | $85.07 | -0.94% | -15.44% | -7.14% | — | — | −3,968,270 | EXITED |
| 4 | NTES | NETEASE INC | $119.48 | -2.65% | -3.64% | 30.22% | — | — | −3,212,200 | EXITED |
| 5 | YMM | FULL TRUCK ALLIANCE CO LTD | $8.59 | -3.16% | -28.45% | -5.74% | — | — | −28,597,879 | EXITED |
| 6 | FUTU | FUTU HLDGS LTD | $92.33 | -3.60% | -11.56% | -6.28% | — | — | −1,135,821 | EXITED |
| 7 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | — | — | −837,907 | EXITED |
| 8 | BABA | ALIBABA GROUP HLDG LTD | $121.06 | -3.88% | 3.12% | -34.69% | — | — | −843,409 | EXITED |
| 9 | INTC | INTEL CORP | $99.17 | -11.28% | 394.37% | 101.73% | — | — | −2,590,400 | EXITED |
| 10 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $33.42 | -1.79% | 11.87% | 98.55% | — | — | −2,290,136 | EXITED |
| 11 | AVGO | BROADCOM INC | $385.73 | -7.92% | 57.48% | 771.51% | — | — | −245,800 | EXITED |
| 12 | SNPS | SYNOPSYS INC | $464.85 | -5.99% | -4.35% | 61.41% | — | — | −163,661 | EXITED |
| 13 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $45.74 | -1.15% | -1.27% | 115.38% | — | — | −1,328,218 | EXITED |
| 14 | QFIN | QFIN HOLDINGS INC | $14.53 | -4.97% | -62.61% | -11.24% | — | — | −3,295,438 | EXITED |
| 15 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | — | — | −213,104 | EXITED |
| 16 | NBIS | NEBIUS GROUP N.V. | $227.81 | -12.27% | 371.85% | 935.97% | — | — | −638,103 | EXITED |
| 17 | UNH | UNITEDHEALTH GROUP INC | $399.47 | 0.76% | 35.46% | 5.19% | — | — | −130,310 | EXITED |
| 18 | SE | SEA LTD | $86.56 | -6.00% | -47.73% | -68.66% | — | — | −324,147 | EXITED |
| 19 | HTHT | H WORLD GROUP LTD | $45.00 | 0.54% | 34.41% | 14.45% | — | — | −842,822 | EXITED |
| 20 | TAL | TAL EDUCATION GROUP | $9.56 | -1.65% | -9.98% | 57.50% | — | — | −2,597,180 | EXITED |
| 21 | BEKE | KE HLDGS INC | $16.08 | -3.25% | -12.84% | -21.21% | — | — | −1,793,195 | EXITED |
| 22 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $415.17 | -6.69% | 104.85% | 285.24% | — | — | −89,826 | EXITED |
| 23 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $44.09 | -2.39% | -56.12% | 54.92% | — | — | −256,900 | EXITED |
| 24 | JKS | JINKOSOLAR HLDG CO LTD | $20.06 | -8.94% | 12.76% | -55.26% | — | — | −780,933 | EXITED |
| 25 | WRD | WERIDE INC | $6.60 | -8.97% | -25.17% | -62.00% | — | — | −2,201,800 | EXITED |
| 26 | XBI | SPDR SERIES TRUST | $128.67 | -3.56% | 53.27% | 4.82% | — | — | −68,265 | EXITED |
| 27 | HDL | SUPER HI INTL HLDG LTD | $12.98 | -3.13% | -36.40% | -27.89% | — | — | −268,341 | EXITED |
| 28 | RERE | ATRENEW INC | $4.06 | -6.67% | 67.50% | -62.24% | — | — | −525,000 | EXITED |
Source: SEC EDGAR · accession 0001848138-26-000008. 13F discloses long positions only — shorts, foreign equities, and options are excluded.