Greenwoods Asset Management Hong Kong Ltd.

Greenwoods Asset Management Hong Kong Ltd.

13F Holdings and Portfolio Analysis

Jiang JinZhi 2025 Q1 13F holdings, quarterly changes, portfolio value trend and position weight distribution.

Greenwoods Asset Management Hong Kong Ltd. Overview

Greenwoods Asset Management Hong Kong Ltd. held 31 stocks in 2025 Q1, with total market value around $3.23B.

Greenwoods Asset Management Hong Kong Ltd.'s top five holdings in 2025 Q1: Meta Platforms, Inc.(META) 17.31%, PDD HOLDINGS INC COMMON STOCK(PDD) 17.00%, NetEase, Inc.(NTES) 11.40%, FULL TRUCK ALLIANCE CO LTD(YMM) 10.28%, TAIWAN SEMICONDUCTOR MFG LTD(TSM) 8.10%.

Portfolio Value
$3.23B
Current Holdings
31 stocks
New / Increased
3 / 11
Reduced / Exited
13 / 8

Current Holdings

1Meta Platforms, Inc.META0.5617.31%0.97 +10.27%$576.36$612.96 +6.35%$311.02+0.094.25+$0.29B+97.08%Increased
2PDD HOLDINGS INC COMMON STOCKPDD0.5517.00%4.64 -$118.35$88.14 -25.52%$100.270.004.25-$0.06B-12.09%Held
3NetEase, Inc.NTES0.3711.40%3.58 -1.59%$102.92$149.02 +44.79%$94.64-0.064.25+$0.19B+57.46%Reduced
4FULL TRUCK ALLIANCE CO LTDYMM0.3310.28%26.00 -0.09%$12.77- $7.70-0.024.00+$0.13B+65.89%Reduced
5TAIWAN SEMICONDUCTOR MFG LTDTSM0.268.10%1.57 +26.48%$166.00$439.48 +164.75%$154.33+0.331.50+$0.45B+184.76%Increased
6FUTU HOLDINGS LTDFUTU0.196.03%1.90 +48.23%$102.35$103.30 +0.93%$64.00+0.622.00+$0.07B+61.41%Increased
7Apple Inc.AAPL0.175.38%0.78 +5.10%$222.13$306.68 +38.06%$227.81+0.041.00+$0.06B+34.62%Increased
8ZTO Express (Cayman) Inc.ZTO0.134.03%6.56 -0.90%$19.84$18.98 -4.33%$25.90-0.064.25-$0.05B-26.71%Reduced
9Qfin Holdings, Inc.QFIN0.123.74%2.69 -$44.91$25.21 -43.87%$24.130.004.25+$0.00B+4.49%Held
10KE Holdings Inc.BEKE0.102.97%4.77 +777.49%$20.09$18.29 -8.96%$19.53+4.233.75-$0.01B-6.36%Increased
11Alibaba Group Holding LimitedBABA0.082.46%0.60 $132.23$125.39 -5.17%$132.23+0.600.25-$0.00B-5.17%New
12NEW ORIENTAL ED & TECHNOLOGY SPON ADREDU0.072.07%1.40 +13.65%$47.81- $72.22+0.172.75-$0.03B-33.80%Increased
13Intel CorporationINTC0.051.53%2.18 $22.71$114.68 +404.98%$22.71+2.180.25+$0.20B+404.98%New
14DAQO NEW ENERGY CORPDQ0.051.50%2.67 -1.57%$18.11- $19.35-0.041.00-$0.00B-6.41%Reduced
15Nebius Group N.V.NBIS0.051.45%2.22 -29.80%$21.11$113.44 +437.38%$27.70-0.940.50+$0.19B+309.53%Reduced
16TAL Education GroupTAL0.031.00%2.45 -26.26%$13.21$11.09 -16.05%$9.58-0.872.25+$0.00B+15.73%Reduced
17TRIP COM GROUP LTDTCOM0.020.76%0.38 +118.87%$63.58$48.30 -24.03%$55.38+0.211.25-$0.00B-12.78%Increased
18JinkoSolar Holding Co., Ltd.JKS0.010.45%0.78 +37.02%$18.64$23.11 +23.98%$37.43+0.212.00-$0.01B-38.25%Increased
19Sea LimitedSE0.010.37%0.09 -57.32%$130.49$90.53 -30.62%$101.29-0.120.75-$0.00B-10.62%Reduced
20Hesai GroupHSAI0.010.34%0.75 $14.80$22.45 +51.69%$14.80+0.750.25+$0.01B+51.69%New
21Formula One GroupFWONK0.010.34%0.12 -69.23%$90.01$98.95 +9.93%$92.66-0.280.50+$0.00B+6.79%Reduced
22MICROSOFT CORP COMMSFT0.010.33%0.03 -83.90%$375.39$460.25 +22.61%$346.52-0.154.25+$0.00B+32.82%Reduced
23Canadian Solar Inc.CSIQ0.010.30%1.12 +60.36%$8.65$14.59 +68.67%$7.49+0.420.50+$0.01B+94.71%Increased
24ALPHABET INC CAP STK CL AGOOGL0.010.22%0.05 -90.83%$154.64$375.95 +143.11%$187.07-0.460.75+$0.01B+100.96%Reduced
25SUPER HI INTERNATIONAL HOLDIHDL0.010.19%0.27 -2.53%$23.18- $18.00-0.011.00+$0.00B+28.78%Reduced
Showing 1-25 of 31

"Holding Period (yrs)" is the latest uninterrupted holding duration, calculated by dividing continuous reported quarters by 4.

Cost basis is an estimate and can differ materially from the actual cost, especially in edge cases.

Cost basis estimate: from the latest uninterrupted holding period, new or increased shares are added to the cost pool at the report price; reductions remove shares at the then-average cost. Example: buy 100 shares at $10 in Q1 and add 50 shares at $16 in Q2, estimated cost basis is (100 x 10 + 50 x 16) / 150 = $12 per share.

Return shows estimated dollar return on top and percentage return below. It uses current price when available, otherwise report price.

Exited Holdings

Stocks no longer disclosed in the current 13F portfolio for 2025 Q1.

1DoorDash, Inc.DASH1.033.75$111.53$182.77+$0.07B+63.88%
2Visa Inc.V0.121.50$259.67$350.47+$0.01B+34.97%
3Amer Sports, Inc.AS0.770.25$27.96$26.73-$0.00B-4.40%
4Uber Technologies, Inc.UBER0.241.00$76.77$72.86-$0.00B-5.10%
5Petróleo Brasileiro S.A. - PetrobrasPBR0.790.75$14.49$14.34-$0.00B-1.04%
6Amazon.com, Inc.AMZN0.030.25$219.39$190.26-$0.00B-13.28%
7TENCENT MUSIC ENTMT GROUPTME0.481.00$5.63$14.41+$0.00B+155.74%
8NVIDIA CORPORATION COMNVDA0.042.00$194.67$108.38-$0.00B-44.32%
Showing 1-8 of 8

Exited holdings are stocks disclosed in the previous report period but no longer disclosed in the current 13F portfolio.

"Holding Period (yrs)" is the latest uninterrupted holding duration, calculated by dividing continuous reported quarters by 4.

Cost basis uses the same weighted cost-pool method as current holdings. Estimated exit price uses the current report period weighted report price when available, otherwise the previous report price; it does not represent the actual sale price.

Exit return shows estimated dollar return on top and percentage return below.

Portfolio Visuals

Track portfolio value, position weights and Top 10 history.

Market Value Trend ($B)

21 periods

Position Weight

TOP10

Holding Changes ($B)

All-period Top 10

Top 10 Holdings Replay

Animated view