Greenwoods Asset Management Hong Kong Ltd. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Greenwoods Asset Management Hong Kong Ltd. disclosed 36 US equity positions worth $3.2bn in its Q4 2024 13F filing. The largest position was META at 16.3% of the reported book, followed by PDD and NTES. Against the Q3 2024 filing, it opened 6 new positions, added to 11 and reduced 10 among the top 36 holdings.
What did Greenwoods Asset Management Hong Kong Ltd. own in Q4 2024? Top 36 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 16.3% | $514.6m | 878,964 | 2% | added |
| 2 | PDD PDD HOLDINGS INC | Consumer Cyclical | 14.2% | $449.6m | 4,635,519 | 3% | added |
| 3 | NTES NETEASE INC | Communication Services | 10.2% | $324.1m | 3,632,870 | 11% | added |
| 4 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 8.9% | $281.5m | 26,019,803 | 7% | added |
| 5 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 7.8% | $245.9m | 1,244,950 | -28% | reduced |
| 6 | AAPL APPLE INC | Technology | 5.9% | $186.4m | 744,308 | -2% | reduced |
| 7 | DASH DOORDASH INC | Consumer Cyclical | 5.5% | $173.3m | 1,032,907 | 0% | held |
| 8 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 4.1% | $129.4m | 6,617,077 | 11% | added |
| 9 | QFIN QIFU TECHNOLOGY INC | Financial Services | 3.3% | $103.2m | 2,688,992 | -21% | reduced |
| 10 | FUTU FUTU HLDGS LTD | Financial Services | 3.2% | $102.6m | 1,282,934 | -32% | reduced |
| 11 | GOOGL ALPHABET INC | Communication Services | 3.0% | $94.9m | 501,299 | 953% | added |
| 12 | NBIS NEBIUS GROUP N.V. | Communication Services | 2.8% | $87.5m | 3,159,776 | – | new |
| 13 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 2.5% | $78.8m | 1,228,318 | -32% | reduced |
| 14 | MSFT MICROSOFT CORP | Technology | 2.4% | $75.0m | 177,933 | 52% | added |
| 15 | DQ DAQO NEW ENERGY CORP | Technology | 1.7% | $52.8m | 2,714,780 | 5287% | added |
| 16 | LLYVK LIBERTY MEDIA CORP DEL | 1.2% | $36.9m | 398,593 | – | new | |
| 17 | V VISA INC | Financial Services | 1.1% | $36.3m | 115,000 | 0% | held |
| 18 | TAL TAL EDUCATION GROUP | Consumer Defensive | 1.1% | $33.3m | 3,320,955 | 0% | held |
| 19 | SE SEA LTD | Consumer Cyclical | 0.7% | $22.6m | 212,569 | 146% | added |
| 20 | AS AMER SPORTS INC | Consumer Cyclical | 0.7% | $21.6m | 772,805 | – | new |
| 21 | UBER UBER TECHNOLOGIES INC | Technology | 0.5% | $14.4m | 238,979 | -30% | reduced |
| 22 | JKS JINKOSOLAR HLDG CO LTD | Technology | 0.4% | $14.2m | 569,933 | 0% | held |
| 23 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 0.4% | $12.0m | 175,236 | -24% | reduced |
| 24 | PBR PETROLEO BRASILEIRO SA PETRO | Energy | 0.3% | $10.2m | 789,700 | 0% | held |
| 25 | BEKE KE HLDGS INC | Real Estate | 0.3% | $10.0m | 543,800 | -43% | reduced |
| 26 | SUPER HI INTL HLDG LTD | 0.3% | $7.9m | 275,300 | 0% | held | |
| 27 | CSIQ CANADIAN SOLAR INC | Technology | 0.2% | $7.7m | 695,861 | – | new |
| 28 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.2% | $7.2m | 14,165 | 1% | added |
| 29 | AMZN AMAZON COM INC | Consumer Cyclical | 0.2% | $7.0m | 32,064 | – | new |
| 30 | ONC BEIGENE LTD | Healthcare | 0.2% | $5.7m | 30,658 | 0% | held |
| 31 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 0.2% | $5.5m | 484,586 | -84% | reduced |
| 32 | NVDA NVIDIA CORPORATION | Technology | 0.2% | $5.1m | 37,776 | 21% | added |
| 33 | REGN REGENERON PHARMACEUTICALS | Healthcare | 0.1% | $2.5m | 3,450 | – | new |
| 34 | LEGN LEGEND BIOTECH CORP | Healthcare | 0.1% | $2.2m | 66,109 | 0% | held |
| 35 | PFE PFIZER INC | Healthcare | 0.1% | $2.0m | 74,200 | -20% | reduced |
| 36 | RERE ATRENEW INC | 0.0% | $1.5m | 525,000 | 0% | held |
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.