$1.63 Billion is the total value of Greenwoods Asset Management Hong Kong Ltd.'s 54 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 42.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PDD | Buy | PINDUODUO INCsponsored ads | $454,930,916 | +124.3% | 5,578,552 | +72.1% | 27.92% | +102.7% |
| JD | Buy | JD.COM INCspon adr cl a | $175,855,291 | +68.7% | 3,133,000 | +51.2% | 10.79% | +52.5% |
| NTES | Sell | NETEASE INCsponsored ads | $125,924,659 | -35.0% | 1,733,783 | -32.3% | 7.73% | -41.2% |
| FB | Buy | META PLATFORMS INCcl a | $111,964,336 | +196.2% | 930,400 | +233.9% | 6.87% | +167.7% |
| BZ | Buy | KANZHUN LIMITEDsponsored ads | $88,975,039 | +63.0% | 4,367,945 | +35.1% | 5.46% | +47.3% |
| DASH | Buy | DOORDASH INCcl a | $86,403,784 | +44.1% | 1,769,844 | +46.0% | 5.30% | +30.2% |
| ZTO | Sell | ZTO EXPRESS CAYMAN INCsponsored ads a | $83,311,591 | +6.3% | 3,100,543 | -4.9% | 5.11% | -4.0% |
| YMM | Sell | FULL TRUCK ALLIANCE CO LTDsponsored ads | $76,431,816 | -14.0% | 9,553,977 | -29.6% | 4.69% | -22.3% |
| QFIN | Buy | 360 DIGITECH INCamerican dep | $70,998,435 | +136.5% | 3,487,153 | +48.9% | 4.36% | +113.8% |
| BEKE | Sell | KE HLDGS INCsponsored ads | $66,810,299 | -76.7% | 4,785,838 | -70.7% | 4.10% | -78.9% |
| SE | Sell | SEA LTDsponsord ads | $61,883,962 | -48.3% | 1,189,390 | -44.3% | 3.80% | -53.2% |
| FUTU | Sell | FUTU HLDGS LTDspon ads cl a | $41,887,102 | -32.0% | 1,030,433 | -37.6% | 2.57% | -38.6% |
| Buy | GRAB HOLDINGS LIMITEDclass a ord | $39,893,063 | +326.1% | 12,389,150 | +248.0% | 2.45% | +284.9% | |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $39,020,991 | – | 523,842 | +100.0% | 2.40% | – |
| Buy | NEW ORIENTAL ED & TECHNOLOGYspon adr | $21,350,719 | +95.1% | 613,174 | +34.3% | 1.31% | +76.3% | |
| LVS | Buy | LAS VEGAS SANDS CORP | $19,704,374 | +488.0% | 409,910 | +359.0% | 1.21% | +430.3% |
| JKS | Buy | JINKOSOLAR HLDG CO LTDsponsored adr | $12,419,344 | +23.3% | 303,800 | +67.1% | 0.76% | +11.4% |
| XBI | Sell | SPDR SER TRs&p biotech | $11,980,137 | -33.7% | 144,339 | -36.6% | 0.74% | -40.1% |
| MSFT | MICROSOFT CORP | $11,559,324 | +3.0% | 48,200 | 0.0% | 0.71% | -7.0% | |
| New | HELLO GROUP INCads | $9,245,907 | – | 1,029,611 | +100.0% | 0.57% | – | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $5,012,321 | -75.1% | 56,900 | -77.4% | 0.31% | -77.4% |
| RLX | New | RLX TECHNOLOGY INCsponsored ads | $3,358,000 | – | 1,460,000 | +100.0% | 0.21% | – |
| New | ROBINHOOD MKTS INC | $2,616,196 | – | 321,400 | +100.0% | 0.16% | – | |
| LULU | Sell | LULULEMON ATHLETICA INC | $1,861,408 | -50.8% | 5,810 | -57.1% | 0.11% | -55.6% |
| RERE | ATRENEW INCsponsored ads | $1,517,250 | +25.6% | 525,000 | 0.0% | 0.09% | +13.4% | |
| SNOW | New | SNOWFLAKE INCcl a | $1,263,152 | – | 8,800 | +100.0% | 0.08% | – |
| TSLA | New | TESLA INC | $1,170,210 | – | 9,500 | +100.0% | 0.07% | – |
| YI | Sell | 111 INCads | $1,053,566 | -53.0% | 348,863 | -58.3% | 0.06% | -57.2% |
| MU | New | MICRON TECHNOLOGY INC | $526,689 | – | 10,538 | +100.0% | 0.03% | – |
| ZLAB | New | ZAI LAB LTDadr | $463,570 | – | 15,100 | +100.0% | 0.03% | – |
| XYF | X FINLsponsored ads | $211,998 | +35.0% | 70,198 | 0.0% | 0.01% | +18.2% | |
| BILI | Exit | BILIBILI INCspons ads rep z | $0 | – | -102,799 | -100.0% | -0.11% | – |
| AAPL | Exit | APPLE INC | $0 | – | -87,400 | -100.0% | -0.82% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -530,433 | -100.0% | -3.44% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PINDUODUO INC | 11 | Q3 2023 | 27.9% |
| META PLATFORMS INC | 11 | Q3 2023 | 16.8% |
| NETEASE INC | 11 | Q3 2023 | 13.9% |
| ZTO EXPRESS CAYMAN INC | 11 | Q3 2023 | 13.2% |
| MICROSOFT CORP | 11 | Q3 2023 | 14.6% |
| QIFU TECHNOLOGY INC | 11 | Q3 2023 | 5.4% |
| 111 INC | 11 | Q3 2023 | 0.5% |
| SEA LTD | 10 | Q3 2023 | 24.7% |
| KE HLDGS INC | 10 | Q3 2023 | 19.4% |
| DOORDASH INC | 10 | Q3 2023 | 8.5% |
View Greenwoods Asset Management Hong Kong Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
View Greenwoods Asset Management Hong Kong Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.