Greenwoods Asset Management Hong Kong Ltd. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Greenwoods Asset Management Hong Kong Ltd. disclosed 21 US equity positions worth $2.2bn in its Q2 2026 13F filing. The largest position was GOOGL at 29.6% of the reported book, followed by INTC and PDD. Against the Q1 2026 filing, it opened 4 new positions, added to 1 and reduced 11 among the top 21 holdings.
What did Greenwoods Asset Management Hong Kong Ltd. own in Q2 2026? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 29.6% | $647.0m | 1,810,357 | -38% | reduced |
| 2 | INTC INTEL CORP | Technology | 17.6% | $384.1m | 2,751,193 | -60% | reduced |
| 3 | PDD PDD HOLDINGS INC | Consumer Cyclical | 16.7% | $365.1m | 4,785,666 | -6% | reduced |
| 4 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 14.7% | $320.4m | 39,452,419 | -4% | reduced |
| 5 | FUTU FUTU HLDGS LTD | Financial Services | 4.7% | $102.5m | 1,093,634 | 10% | added |
| 6 | NTES NETEASE COM INC | Communication Services | 3.5% | $77.0m | 600,631 | -81% | reduced |
| 7 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 2.6% | $56.9m | 1,788,400 | -31% | reduced |
| 8 | QFIN QFIN HOLDINGS INC | Financial Services | 2.2% | $47.9m | 3,031,438 | -8% | reduced |
| 9 | AAPL APPLE INC | Technology | 1.9% | $42.4m | 146,668 | -41% | reduced |
| 10 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1.8% | $39.7m | 83,052 | 0% | held |
| 11 | SE SEA LTD | Consumer Cyclical | 1.0% | $20.8m | 216,978 | -56% | reduced |
| 12 | MAKEMYTRIP LIMITED MAURITIUS | 0.9% | $20.7m | 388,557 | 0% | held | |
| 13 | ASML ASML HLDG NV | Technology | 0.6% | $14.1m | 7,070 | – | new |
| 14 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 0.6% | $13.4m | 321,572 | -70% | reduced |
| 15 | WRD WERIDE INC | Technology | 0.6% | $12.8m | 2,201,800 | 0% | held |
| 16 | AAOI APPLIED OPTOELECTRONICS INC | Technology | 0.4% | $7.9m | 53,520 | – | new |
| 17 | VNET VNET GROUP INC | Technology | 0.2% | $5.2m | 648,500 | – | new |
| 18 | SUPER HI INTL HLDG LTD | 0.2% | $3.3m | 268,341 | 0% | held | |
| 19 | RERE ATRENEW INC | Consumer Cyclical | 0.1% | $2.0m | 525,000 | 0% | held |
| 20 | AMAT APPLIED MATLS INC | Technology | 0.1% | $1.8m | 2,520 | – | new |
| 21 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 0.0% | $478.1k | 12,000 | -100% | reduced |
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.