StockDriftsStockDriftsTop 21 Greenwoods Asset Management Hong Kong Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 29.6% | 1.81M | $647.0M | -38.04%(-1.11M) | $235.83(+49.03%) | 2026-06-30 | |
| INTC | INTEL CORP | 17.58% | 2.75M | $384.1M | -60.26%(-4.17M) | $34.74(+179.85%) | 2026-06-30 | |
| PDD | PDD HOLDINGS INC | 16.7% | 4.79M | $365.1M | -6.23%(-318.14K) | $104.18(-13.10%) | 2026-06-30 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 14.66% | 39.45M | $320.4M | -3.67%(-1.51M) | $8.74(+8.06%) | 2026-06-30 | |
| FUTU | FUTU HLDGS LTD | 4.69% | 1.09M | $102.5M | +9.76%(+97.29K) | $79.93(+32.58%) | 2026-06-30 | |
| NTES | NETEASE COM INC | 3.52% | 600.6K | $77.0M | -81.17%(-2.59M) | $96.36(+34.15%) | 2026-06-30 | |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | 2.6% | 1.79M | $56.9M | -30.98%(-802.74K) | $35.03(-1.08%) | 2026-06-30 | |
| QFIN | QFIN HOLDINGS INC | 2.19% | 3.03M | $47.9M | -8.01%(-264.00K) | $23.99(-46.06%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.94% | 146.7K | $42.4M | -40.95%(-101.70K) | $218.10(+40.61%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.81% | 83.1K | $39.7M | +0.00%(+0) | $143.73(+194.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.72% | +103.48% | +6.30% | +35.72% |
| Top 20 Holdings Unweighted | +24.04% | +90.85% | +2.33% | +12.20% |
Greenwoods Asset Management Hong Kong Ltd. reports $2.19B in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (29.6%), INTC (17.6%) and PDD (16.7%). The top 20 holdings account for 99.95% of reported assets. Its disclosed equity book has returned +103.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Greenwoods Asset Management Hong Kong Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1848138). View Greenwoods Asset Management Hong Kong Ltd.’s 13F filings on SEC