Greenwoods Asset Management Hong Kong Ltd. 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Greenwoods Asset Management Hong Kong Ltd. disclosed 35 US equity positions worth $3.2bn in its Q3 2024 13F filing. The largest position was PDD at 19.3% of the reported book, followed by META and NTES.
What did Greenwoods Asset Management Hong Kong Ltd. own in Q3 2024? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PDD PDD HOLDINGS INC | Consumer Cyclical | 19.3% | $609.0m | 4,517,786 | – | |
| 2 | META META PLATFORMS INC | Communication Services | 15.7% | $494.3m | 863,521 | – | |
| 3 | NTES NETEASE INC | Communication Services | 9.7% | $306.6m | 3,278,597 | – | |
| 4 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 9.5% | $299.1m | 1,722,314 | – | |
| 5 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 6.9% | $218.2m | 24,217,383 | – | |
| 6 | FUTU FUTU HLDGS LTD | Financial Services | 5.7% | $180.3m | 1,884,567 | – | |
| 7 | AAPL APPLE INC | Technology | 5.6% | $176.3m | 756,708 | – | |
| 8 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 4.7% | $148.2m | 5,983,473 | – | |
| 9 | DASH DOORDASH INC | Consumer Cyclical | 4.7% | $147.4m | 1,032,907 | – | |
| 10 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 4.4% | $137.3m | 1,810,734 | – | |
| 11 | QFIN QIFU TECHNOLOGY INC | Financial Services | 3.2% | $101.9m | 3,417,122 | – | |
| 12 | MSFT MICROSOFT CORP | Technology | 1.6% | $50.5m | 117,401 | – | |
| 13 | TAL TAL EDUCATION GROUP | Consumer Defensive | 1.2% | $39.3m | 3,320,955 | – | |
| 14 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 1.1% | $35.8m | 2,969,203 | – | |
| 15 | V VISA INC | Financial Services | 1.0% | $31.6m | 115,000 | – | |
| 16 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.8% | $26.1m | 246,016 | – | |
| 17 | UBER UBER TECHNOLOGIES INC | Technology | 0.8% | $25.8m | 343,800 | – | |
| 18 | BEKE KE HLDGS INC | Real Estate | 0.6% | $19.1m | 960,722 | – | |
| 19 | JKS JINKOSOLAR HLDG CO LTD | Technology | 0.5% | $15.3m | 569,933 | – | |
| 20 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 0.4% | $13.8m | 231,565 | – | |
| 21 | PBR PETROLEO BRASILEIRO SA PETRO | Energy | 0.4% | $11.4m | 789,700 | – | |
| 22 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.3% | $8.2m | 13,979 | – | |
| 23 | SE SEA LTD | Consumer Cyclical | 0.3% | $8.2m | 86,500 | – | |
| 24 | GOOGL ALPHABET INC | Communication Services | 0.3% | $7.9m | 47,605 | – | |
| 25 | XBI SPDR SER TR | 0.2% | $7.0m | 70,400 | – | ||
| 26 | ONC BEIGENE LTD | Healthcare | 0.2% | $6.9m | 30,658 | – | |
| 27 | ABNB AIRBNB INC | Consumer Cyclical | 0.2% | $6.6m | 52,200 | – | |
| 28 | SUPER HI INTL HLDG LTD | 0.2% | $4.8m | 275,300 | – | ||
| 29 | NVDA NVIDIA CORPORATION | Technology | 0.1% | $3.8m | 31,111 | – | |
| 30 | LEGN LEGEND BIOTECH CORP | Healthcare | 0.1% | $3.2m | 66,109 | – | |
| 31 | PFE PFIZER INC | Healthcare | 0.1% | $2.7m | 92,600 | – | |
| 32 | RERE ATRENEW INC | 0.0% | $1.5m | 525,000 | – | ||
| 33 | DQ DAQO NEW ENERGY CORP | Technology | 0.0% | $1.0m | 50,399 | – | |
| 34 | DELL DELL TECHNOLOGIES INC | Technology | 0.0% | $889.0k | 7,500 | – | |
| 35 | MU MICRON TECHNOLOGY INC | Technology | 0.0% | $620.7k | 5,985 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.