Greenwoods Asset Management Hong Kong Ltd.
CIK: 0001848138SEC EDGAR →
Portfolio Value
$4.0B
Holdings
28
As of
Q4 2025
New Positions
9
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 2,690,000 | $842.0M | 20.82% |
| 2 | META PLATFORMS INC | 996,908 | $658.0M | 16.27% |
| 3 | PDD HOLDINGS INC | 3,968,270 | $450.0M | 11.12% |
| 4 | NETEASE INC | 3,212,200 | $442.1M | 10.93% |
| 5 | FULL TRUCK ALLIANCE CO LTD | 28,597,879 | $306.9M | 7.59% |
| 6 | FUTU HLDGS LTD | 1,135,821 | $186.5M | 4.61% |
| 7 | NVIDIA CORPORATION | 837,907 | $156.3M | 3.86% |
| 8 | ALIBABA GROUP HLDG LTD | 843,409 | $123.6M | 3.06% |
| 9 | INTEL CORP | 2,590,400 | $95.6M | 2.36% |
| 10 | ATOUR LIFESTYLE HLDGS LTD | 2,290,136 | $90.2M | 2.23% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 3 | $1.6B | 38.4% |
| Technology | 9 | $1.3B | 31.3% |
| Consumer Cyclical | 8 | $773.0M | 19.1% |
| Financial Services | 3 | $258.3M | 6.4% |
| Unknown | 1 | $73.1M | 1.8% |
| Healthcare | 1 | $43.0M | 1.1% |
| Consumer Defensive | 1 | $28.3M | 0.7% |
| Real Estate | 1 | $28.3M | 0.7% |
| Energy | 1 | $20.2M | 0.5% |