2026 Q2 Portfolio Activity
In 2026 Q2, Greenwoods Asset Management Hong Kong Ltd. maintained a portfolio of 29 distinct positions. The most significant new addition was ASML HLDG NV, now representing 0.64% of the total fund value. They heavily accumulated shares in FUTU HLDGS LTD, increasing the position by 9.8%. Conversely, Greenwoods Asset Management Hong Kong Ltd. completely exited their position in META PLATFORMS INC.
Position History
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Total Positions
29
Quarter
2026 Q2
Top Holding
GOOGL (29.6%)
Top 10 Concentration
95.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-29 of 29
Greenwoods Asset Management Hong Kong Ltd. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC
|
Communication Services | 29.60% | 21.66% |
#1
Prev: #1
|
6.0 |
—
|
-1,111,277 | -38.0% |
P
S
|
1,810,357 | $646,967,281 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
INTC
INTEL CORP
|
Technology | 17.58% | 7.88% |
#2
4
Prev: #6
|
5.5 |
—
|
-4,172,043 | -60.3% |
P
S
|
2,751,193 | $384,149,079 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 16.70% | 13.45% |
#3
1
Prev: #2
|
5.5 |
—
|
-318,138 | -6.2% |
P
S
|
4,785,666 | $365,050,602 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
YMM
FULL TRUCK ALLI...
|
Technology | 14.66% | 8.77% |
#4
Prev: #4
|
5.0 |
—
|
-1,505,100 | -3.7% |
P
S
|
39,452,419 | $320,353,642 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FUTU
FUTU HLDGS LTD
|
Financial Services | 4.69% | 3.51% |
#5
3
Prev: #8
|
4.4 |
—
|
97,286 | 9.8% |
P
S
|
1,093,634 | $102,517,251 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NTES
NETEASE COM INC
|
Communication Services | 3.52% | 9.21% |
#6
3
Prev: #3
|
1.4 |
—
|
-2,589,369 | -81.2% |
P
S
|
600,631 | $76,964,856 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ATAT
ATOUR LIFESTYLE...
|
Consumer Cyclical | 2.60% | 2.46% |
#7
4
Prev: #11
|
1.0 |
—
|
-802,736 | -31.0% |
P
S
|
1,788,400 | $56,871,120 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
QFIN
QFIN HOLDINGS I...
|
Financial Services | 2.19% | 1.10% |
#8
8
Prev: #16
|
1.4 |
—
|
-264,000 | -8.0% |
P
S
|
3,031,438 | $47,927,035 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AAPL
APPLE INC
|
Technology | 1.94% | 1.63% |
#9
5
Prev: #14
|
0.8 |
—
|
-101,700 | -40.9% |
P
S
|
146,668 | $42,439,852 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.81% | 0.72% |
#10
9
Prev: #19
|
1.7 |
—
|
no change | no change |
P
S
|
83,052 | $39,663,144 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 0.95% | 1.04% |
#11
6
Prev: #17
|
0.4 |
—
|
-271,070 | -55.5% |
P
S
|
216,978 | $20,793,002 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MMYT
MAKEMYTRIP LIMI...
|
Consumer Cyclical | 0.95% | 0.37% |
#12
10
Prev: #22
|
1.4 |
—
|
no change | no change |
P
S
|
388,557 | $20,706,203 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.64% | — |
#13
Prev: #—
|
3.8 |
—
|
7,070 | — |
NEW
|
7,070 | $14,065,341 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
HTHT
H WORLD GROUP L...
|
Consumer Cyclical | 0.61% | 1.38% |
#14
1
Prev: #15
|
0.2 |
—
|
-741,609 | -69.8% |
P
S
|
321,572 | $13,415,984 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
WRD
WERIDE INC
|
Technology | 0.59% | 0.46% |
#15
6
Prev: #21
|
1.2 |
—
|
no change | no change |
P
S
|
2,201,800 | $12,814,476 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AAOI
APPLIED OPTOELE...
|
Technology | 0.36% | — |
#16
Prev: #—
|
3.6 |
—
|
53,520 | — |
NEW
|
53,520 | $7,929,523 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VNET
VNET GROUP INC
|
Technology | 0.24% | — |
#17
Prev: #—
|
3.6 |
—
|
648,500 | — |
NEW
|
648,500 | $5,213,940 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
HDL
SUPER HI INTL H...
|
Consumer Cyclical | 0.15% | 0.10% |
#18
6
Prev: #24
|
1.1 |
—
|
no change | no change |
P
S
|
268,341 | $3,327,428 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
RERE
ATRENEW INC
|
Consumer Cyclical | 0.09% | 0.06% |
#19
6
Prev: #25
|
1.0 |
—
|
no change | no change |
P
S
|
525,000 | $2,031,750 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.08% | — |
#20
Prev: #—
|
3.5 |
—
|
2,520 | — |
NEW
|
2,520 | $1,821,960 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TCOM
TRIP COM GROUP ...
|
Consumer Cyclical | 0.02% | 3.34% |
#21
11
Prev: #10
|
0.0 |
—
|
-2,592,281 | -99.5% |
P
S
|
12,000 | $478,080 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LITE
LUMENTUM HLDGS ...
|
Technology | 0.00% | 0.20% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-10,822 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TAL
TAL ED GROUP
|
Consumer Defensive | 0.00% | 0.72% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-2,448,817 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.00% | 0.91% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-130,310 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
EDU
NEW ORIENTAL ED...
|
Consumer Defensive | 0.00% | 1.94% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-1,328,218 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.00% | 2.27% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-703,009 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.00% | 3.43% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-762,748 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.00% | 5.40% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-1,004,700 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.00% | 7.99% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-541,689 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-29 of 29 holdings