Greenwoods Asset Management Hong Kong Ltd. reported 20 positions worth $2.18B for the quarter ended Jun 30, 2026, down 43.7% on the prior quarter. It opened 4 new positions, added to 1, trimmed 11 and exited 8. Its largest holding is Alphabet Inc. at 29.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTC Intel Corp | -4.17M | -60.3% | $582.54M | 17.6% |
| GOOGL Alphabet Inc. | -1.11M | -38.0% | $397.14M | 29.65% |
| NTES NetEase, Inc. | -2.59M | -81.2% | $331.80M | 3.53% |
| META Meta Platforms, Inc. | -541.7K | -100.0% | $309.92M | Exited |
| AMZN Amazon Com Inc | -1.00M | -100.0% | $209.25M | Exited |
| NVDA Nvidia Corp | -762.7K | -100.0% | $133.02M | Exited |
| TCOM Trip.com Group Ltd | -2.59M | -99.5% | $103.28M | 0.022% |
| BABA Alibaba Group Holding Ltd | -703.0K | -100.0% | $88.20M | Exited |
| EDU New Oriental Education & Technology Group Inc. | -1.33M | -100.0% | $75.22M | Exited |
| UNH Unitedhealth Group Inc | -130.3K | -100.0% | $35.26M | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| META Meta Platforms, Inc. | -541.7K | $309.92M | 8% |
| AMZN Amazon Com Inc | -1.00M | $209.25M | 5.4% |
| NVDA Nvidia Corp | -762.7K | $133.02M | 3.43% |
| BABA Alibaba Group Holding Ltd | -703.0K | $88.20M | 2.28% |
| EDU New Oriental Education & Technology Group Inc. | -1.33M | $75.22M | 1.94% |
| UNH Unitedhealth Group Inc | -130.3K | $35.26M | 0.91% |
| TAL TAL Education Group | -2.45M | $27.84M | 0.719% |
| LITE Lumentum Holdings Inc. | -10.8K | $7.61M | 0.196% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | Technology | 1.81M | $646.97M | 29.65% | -1.11M | -38.0% | Reduced | 0.03% |
| 2 | INTC Intel Corp | Technology | 2.75M | $384.15M | 17.6% | -4.17M | -60.3% | Reduced | 0.05% |
| 3 | PDD PDD Holdings Inc. | Technology | 4.79M | $365.05M | 16.73% | -318.1K | -6.2% | Reduced | 0.34% |
| 4 | YMM Full Truck Alliance Co. Ltd. | Technology | 39.45M | $320.35M | 14.68% | -1.51M | -3.7% | Reduced | 3.79% |
| 5 | FUTU Futu Holdings Ltd | Financial Services | 1.09M | $102.52M | 4.7% | +97.3K | +9.8% | Added | 0.78% |
| 6 | NTES NetEase, Inc. | Technology | 600.6K | $76.96M | 3.53% | -2.59M | -81.2% | Reduced | 0.09% |
| 7 | ATAT Atour Lifestyle Holdings Ltd | Consumer Discretionary | 1.79M | $56.87M | 2.61% | -802.7K | -31.0% | Reduced | 1.3% |
| 8 | QFIN Qfin Holdings, Inc. | Technology | 3.03M | $47.93M | 2.2% | -264.0K | -8.0% | Reduced | 2.49% |
| 9 | AAPL Apple Inc. | Technology | 146.7K | $42.44M | 1.94% | -101.7K | -40.9% | Reduced | 0% |
| 10 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 83.1K | $39.66M | 1.82% | 0 | 0.0% | Unchanged | 0% |
| 11 | SE Sea Ltd | Technology | 217.0K | $20.79M | 0.953% | -271.1K | -55.5% | Reduced | 0.04% |
| 12 | MMYT MakeMyTrip Ltd | Technology | 388.6K | $20.71M | 0.949% | 0 | 0.0% | Unchanged | 0.38% |
| 13 | ASML Asml Holding Nv | Technology | 7,070 | $14.07M | 0.645% | +7,070 | – | New | 0% |
| 14 | HTHT H World Group Ltd | Consumer Discretionary | 321.6K | $13.42M | 0.615% | -741.6K | -69.8% | Reduced | 0.1% |
| 15 | WRD WeRide Inc. | Technology | 2.20M | $12.81M | 0.587% | 0 | 0.0% | Unchanged | 0.71% |
Tip. Select a row to see that position’s full history at Greenwoods Asset Management Hong Kong.
As of its Q2 2026 13F filing, Greenwoods Asset Management Hong Kong Ltd.’s five largest positions were Alphabet Inc. (GOOGL) at 29.6%, Intel Corp (INTC) at 17.6%, PDD Holdings Inc. (PDD) at 16.7%, Full Truck Alliance Co. Ltd. (YMM) at 14.7%, Futu Holdings Ltd (FUTU) at 4.7% of the reported portfolio.
Greenwoods Asset Management Hong Kong Ltd. reported a 13F portfolio worth $2.18B across 20 positions for Q2 2026. That is down 43.7% from the previous quarter.
Its largest purchases by value were Asml Holding Nv ($14.07M), Futu Holdings Ltd ($9.12M), Applied Optoelectronics, Inc. ($7.93M). It opened 4 new positions.
Its largest sales by value were Intel Corp ($582.54M), Alphabet Inc. ($397.14M), NetEase, Inc. ($331.80M). It exited 8 positions entirely.
From the Form 13F-HR reports Greenwoods Asset Management Hong Kong Ltd. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.