Q2 2026 13F · SEC CIK 1848138
Greenwoods Asset Management Hong Kong Ltd.
Hedge fundFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $2.2B
- Reported positions
- 21
- Top holdings a year, 3 yrs
- +22.9%
- Average holding period
- 3.3 yrs
Greenwoods Asset Management Hong Kong Ltd. is a hedge fund that reported 21 positions worth $2.2B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Alphabet Inc (GOOGL, 29.6%), Intel Corp (INTC, 17.6%), Pdd Holdings Inc (PDD, 16.7%). A portfolio copying its top holdings returned 22.9% a year over the last 3 years, against 20.4% for the S&P 500.
Greenwoods Asset Management Hong Kong Ltd. holdings all 21 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| GOOGLAlphabet Inc | 29.6% | -38.0% | $647.0M |
| INTCIntel Corp | 17.6% | -60.3% | $384.1M |
| PDDPdd Holdings Inc | 16.7% | -6.2% | $365.1M |
| YMMFull Truck Alliance Co Ltd | 14.7% | -3.7% | $320.4M |
| FUTUFutu Hldgs Ltd | 4.7% | +9.8% | $102.5M |
| NTESNetEase Inc | 3.5% | -81.2% | $77.0M |
| ATATAtour Lifestyle Hldgs Ltd Sponsored | 2.6% | -31.0% | $56.9M |
| QFINQifu Holdings Inc ADR | 2.2% | -8.0% | $47.9M |
| AAPLApple Inc | 1.9% | -40.9% | $42.4M |
| TSMTaiwan Semiconductor Manufac | 1.8% | +0.0% | $39.7M |
| SESea Ltd | 1.0% | -55.5% | $20.8M |
| MMYTMakemytrip Limited Mauritius | 0.9% | +0.0% | $20.7M |
| ASMLAsml Hldg NV | 0.6% | — | $14.1M |
| HTHTH World Group Ltd | 0.6% | -69.8% | $13.4M |
| WRDWeride Inc | 0.6% | +0.0% | $12.8M |
| AAOIApplied Optoelectronics Inc | 0.4% | — | $7.9M |
| VNETVnet Group Inc | 0.2% | — | $5.2M |
| HDLSuper Hi Intl Hldg Ltd | 0.2% | +0.0% | $3.3M |
| REREAtrenew Inc | 0.1% | +0.0% | $2.0M |
| AMATApplied Matls Inc | 0.1% | — | $1.8M |
| TCOMTrip Com Group Ltd | 0.0% | -99.5% | $478K |
What Greenwoods Asset Management Hong Kong Ltd. bought and sold in Q2 2026, against Q1 2026.
New positions
- ASML Asml Hldg NV0.6% of 13F
- AAOI Applied Optoelectronics Inc0.4% of 13F
- VNET Vnet Group Inc0.2% of 13F
- AMAT Applied Matls Inc0.1% of 13F
Added to
- FUTU Futu Hldgs Ltd+9.8% shares
Reduced
- TCOM Trip Com Group Ltd-99.5% shares
- NTES NetEase Inc-81.2% shares
- HTHT H World Group Ltd-69.8% shares
- INTC Intel Corp-60.3% shares
- SE Sea Ltd-55.5% shares
- AAPL Apple Inc-40.9% shares
- GOOGL Alphabet Inc-38.0% shares
- ATAT Atour Lifestyle Hldgs Ltd Sponsored-31.0% shares
Sold out
- META Meta Platforms Inc Class Awas 8.0%
- AMZN Amazon Com Inc Comwas 5.4%
- NVDA Nvidia Corporation Comwas 3.4%
- BABA Alibaba Group Hldg Ltdwas 2.3%
- EDU New Oriental Ed & Technologywas 1.9%
- UNH Unitedhealth Group Inc Comwas 0.9%
- TAL Tal Ed Groupwas 0.7%
- LITE Lumentum Hldgs Inc Comwas 0.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -1.7% /yr
- S&P 500 +20.1%
- 3 years
- +22.9% /yr
- S&P 500 +20.4%
- 5 years
- +5.0% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $2.2B | 21 |
| Q1 2026 | $3.9B | 25 |
| Q4 2025 | $4.0B | 28 |
| Q3 2025 | $4.4B | 30 |
| Q2 2025 | $2.9B | 28 |
| Q1 2025 | $3.2B | 31 |
| Q4 2024 | $3.2B | 36 |
| Q3 2024 | $3.2B | 35 |
| Q2 2024 | $3.8B | 41 |
| Q1 2024 | $3.2B | 39 |
| Q4 2023 | $2.8B | 30 |
| Q3 2023 | $2.5B | 31 |
Questions about Greenwoods Asset Management Hong Kong Ltd.'s portfolio
What stocks does Greenwoods Asset Management Hong Kong Ltd. own?
Greenwoods Asset Management Hong Kong Ltd.'s latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 21 positions worth $2.2B. The largest are 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% and Futu Hldgs Ltd (FUTU) at 4.7%.
What did Greenwoods Asset Management Hong Kong Ltd. buy last quarter?
In Q2 2026, Greenwoods Asset Management Hong Kong Ltd. added a new position in Asml Hldg NV (ASML), a new position in Applied Optoelectronics Inc (AAOI), a new position in Vnet Group Inc (VNET), a new position in Applied Matls Inc (AMAT) and Futu Hldgs Ltd (FUTU) (+9.8% shares), compared with its Q1 2026 filing.
What did Greenwoods Asset Management Hong Kong Ltd. sell last quarter?
In Q2 2026, Greenwoods Asset Management Hong Kong Ltd. sold all of Meta Platforms Inc Class A (META), sold all of Amazon Com Inc Com (AMZN), sold all of Nvidia Corporation Com (NVDA), sold all of Alibaba Group Hldg Ltd (BABA), sold all of New Oriental Ed & Technology (EDU), Trip Com Group Ltd (TCOM) (-99.5% shares), NetEase Inc (NTES) (-81.2% shares) and H World Group Ltd (HTHT) (-69.8% shares), compared with its Q1 2026 filing.
How has Greenwoods Asset Management Hong Kong Ltd.'s portfolio performed?
A portfolio copying Greenwoods Asset Management Hong Kong Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -1.7% against +20.1%. Over 5 years: +5.0% a year against +11.6%.
When is Greenwoods Asset Management Hong Kong Ltd.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Greenwoods Asset Management Hong Kong Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.