Greenwoods Asset Management Hong Kong Ltd. Q4 2021 Filing

Filed February 11, 2022

Portfolio Value

$2.7B

Holdings

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (34 positions)

#	Stock	Shares	Value	% Portfolio
1	SESEA LTD	2,188,208	$489.5M	18.16%
2	METAMETA PLATFORMS INC	1,090,920	$366.9M	13.61%
3	GOOGLALPHABET INC	98,233	$284.6M	10.56%
4	NTESNETEASE INC	2,772,957	$282.2M	10.47%
5	BEKEKE HLDGS INC	9,545,997	$192.1M	7.12%
6	ZTOZTO EXPRESS CAYMAN INC	6,582,662	$185.8M	6.89%
7	PDDPINDUODUO INC	2,709,957	$158.0M	5.86%
8	JDJD.COM INC	1,265,401	$88.7M	3.29%
9	DASHDOORDASH INC	510,052	$75.9M	2.82%
10	BZKANZHUN LIMITED	2,065,250	$72.0M	2.67%
11	MSFTMICROSOFT CORP	168,000	$56.5M	2.10%
12	QFIN360 DIGITECH INC	2,341,368	$53.7M	1.99%
13	KWEBKRANESHARES TR	1,389,000	$50.7M	1.88%
14	CVNACARVANA CO	183,733	$42.6M	1.58%
15	BABAALIBABA GROUP HLDG LTD	306,541	$36.4M	1.35%
16	NVDANVIDIA CORPORATION	119,314	$35.1M	1.30%
17	JOYYJOYY INC	704,364	$32.0M	1.19%
18	BILIBILIBILI INC	683,039	$31.7M	1.18%
19	LILI AUTO INC	984,500	$31.6M	1.17%
20	WOLF*WOLFSPEED INC	279,761	$31.3M	1.16%
21	FUTUFUTU HLDGS LTD	524,409	$22.7M	0.84%
22	TSLATESLA INC	14,285	$15.1M	0.56%
23	YMMFULL TRUCK ALLIANCE CO LTD	1,394,548	$11.7M	0.43%
24	XPEVXPENG INC	218,370	$11.0M	0.41%
25	HTTQUDIAN INC	5,472,601	$5.3M	0.20%
26	PTONPELOTON INTERACTIVE INC	143,090	$5.1M	0.19%
27	VIPSVIPSHOP HOLDINGS LIMITED	601,000	$5.0M	0.19%
28	TSMTAIWAN SEMICONDUCTOR MFG LTD	41,200	$5.0M	0.18%
29	ALBALBEMARLE CORP	20,600	$4.8M	0.18%
30	SYSO YOUNG INTERNATIONAL INC	1,247,483	$4.0M	0.15%
31	REREATRENEW INC	525,000	$3.1M	0.12%
32	—111 INC	836,440	$2.9M	0.11%
33	DIDIYDIDI GLOBAL INC	503,900	$2.5M	0.09%
34	XYFX FINL	84,278	$254K	0.01%