Greenwoods Asset Management Hong Kong Ltd. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Greenwoods Asset Management Hong Kong Ltd. disclosed 25 US equity positions worth $3.9bn in its Q1 2026 13F filing. The largest position was GOOGL at 21.7% of the reported book, followed by PDD and NTES.
What did Greenwoods Asset Management Hong Kong Ltd. own in Q1 2026? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 21.7% | $840.1m | 2,921,634 | – | |
| 2 | PDD PDD HOLDINGS INC | Consumer Cyclical | 13.4% | $521.5m | 5,103,804 | – | |
| 3 | NTES NETEASE COM INC | Communication Services | 9.2% | $357.1m | 3,190,000 | – | |
| 4 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 8.8% | $339.9m | 40,957,519 | – | |
| 5 | META META PLATFORMS INC | Communication Services | 8.0% | $309.9m | 541,689 | – | |
| 6 | INTC INTEL CORP | Technology | 7.9% | $305.5m | 6,923,236 | – | |
| 7 | AMZN AMAZON COM INC | Consumer Cyclical | 5.4% | $209.2m | 1,004,700 | – | |
| 8 | FUTU FUTU HLDGS LTD | Financial Services | 3.5% | $136.3m | 996,348 | – | |
| 9 | NVDA NVIDIA CORPORATION | Technology | 3.4% | $133.0m | 762,748 | – | |
| 10 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 3.3% | $129.7m | 2,604,281 | – | |
| 11 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 2.5% | $95.4m | 2,591,136 | – | |
| 12 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2.3% | $88.2m | 703,009 | – | |
| 13 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 1.9% | $75.2m | 1,328,218 | – | |
| 14 | AAPL APPLE INC | Technology | 1.6% | $63.0m | 248,368 | – | |
| 15 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 1.4% | $53.5m | 1,063,181 | – | |
| 16 | QFIN QFIN HOLDINGS INC | Financial Services | 1.1% | $42.5m | 3,295,438 | – | |
| 17 | SE SEA LTD | Consumer Cyclical | 1.0% | $40.4m | 488,048 | – | |
| 18 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.9% | $35.3m | 130,310 | – | |
| 19 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 0.7% | $28.1m | 83,052 | – | |
| 20 | TAL TAL ED GROUP | Consumer Defensive | 0.7% | $27.8m | 2,448,817 | – | |
| 21 | WRD WERIDE INC | Technology | 0.5% | $17.8m | 2,201,800 | – | |
| 22 | MAKEMYTRIP LIMITED MAURITIUS | 0.4% | $14.5m | 388,557 | – | ||
| 23 | LITE LUMENTUM HLDGS INC | Technology | 0.2% | $7.6m | 10,822 | – | |
| 24 | SUPER HI INTL HLDG LTD | 0.1% | $3.9m | 268,341 | – | ||
| 25 | RERE ATRENEW INC | Consumer Cyclical | 0.1% | $2.5m | 525,000 | – |
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.