$1.73 Billion is the total value of Greenwoods Asset Management Hong Kong Ltd.'s 46 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 55.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | NEW ORIENTAL ED & TECHNOLOGYspon adr | $166,049,795 | +677.7% | 4,300,694 | +601.4% | 9.60% | +633.1% | |
| NTES | Buy | NETEASE INCsponsored ads | $158,055,546 | +25.5% | 1,787,150 | +3.1% | 9.14% | +18.3% |
| DASH | Buy | DOORDASH INCcl a | $145,600,261 | +68.5% | 2,290,753 | +29.4% | 8.42% | +58.8% |
| ZTO | Buy | ZTO EXPRESS CAYMAN INCsponsored ads a | $112,004,713 | +34.4% | 3,908,050 | +26.0% | 6.48% | +26.7% |
| NVDA | New | NVIDIA CORPORATION | $90,364,136 | – | 325,320 | +100.0% | 5.23% | – |
| MSFT | Buy | MICROSOFT CORP | $81,098,790 | +601.6% | 281,300 | +483.6% | 4.69% | +561.6% |
| Buy | GRAB HOLDINGS LIMITEDclass a ord | $58,277,155 | +46.1% | 19,361,181 | +56.3% | 3.37% | +37.7% | |
| GOOGL | New | ALPHABET INCcap stk cl a | $53,794,378 | – | 518,600 | +100.0% | 3.11% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $40,600,508 | +710.0% | 397,343 | +598.3% | 2.35% | +662.3% |
| Buy | HELLO GROUP INCads | $26,186,479 | +183.2% | 2,877,635 | +179.5% | 1.52% | +167.2% | |
| IQ | New | IQIYI INCsponsored ads | $17,273,096 | – | 2,372,678 | +100.0% | 1.00% | – |
| TAL | New | TAL EDUCATION GROUPsponsored ads | $14,393,655 | – | 2,245,500 | +100.0% | 0.83% | – |
| BKNG | New | BOOKING HOLDINGS INC | $9,018,194 | – | 3,400 | +100.0% | 0.52% | – |
| TSLA | Buy | TESLA INC | $4,398,152 | +275.8% | 21,200 | +123.2% | 0.25% | +252.8% |
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 2023-05-12
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.