Greenwoods Asset Management Hong Kong Ltd.

HONG KONG, K3 · CIK 1848138 · 13F filing filed 2026-08-07

Exempt reporting adviser since 2022 · other (specify)

Private funds1 (1 hedge) · $2.1bn gross assets
Websitegreenwoodsasset.com
Form ADV · 2026-03-30SEC adviser record

Kindhedge funds, futures
Others nearbySingapore, Hong Kong
FamilyGreenwoods Asset Management Hong Kong Ltd. · 2 related pages

As an employer

Offices in1 country
Private fundshedge 1

$2.2bn reported value -43.6% vs Q1 2026

21positions

95.3%in top 10

4 new 1 added 11 reduced 8 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

GREENWOODS INVESTMENTS SG PTE. LTD. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,810,357	$647.0m29.60%	29.60%	Reduced -1.1m	-1,111,277 -38.0%
2	INTEL CORP COM INTC	INTC	2,751,193	$384.1m17.58%	17.58%	Reduced -4.2m	-4,172,043 -60.3%
3	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	4,785,666	$365.1m16.70%	16.70%	Reduced -318.1k	-318,138 -6.2%
4	FULL TRUCK ALLIANCE CO LTD SPONSORED ADS YMM	YMM	39,452,419	$320.4m14.66%	14.66%	Reduced -1.5m	-1,505,100 -3.7%
5	FUTU HLDGS LTD SPON ADS CL A FUTU	FUTU	1,093,634	$102.5m4.69%	4.69%	Added +97.3k	+97,286 9.8%
6	NETEASE INC SPONSORED ADS NTES	NTES	600,631	$77.0m3.52%	3.52%	Reduced -2.6m	-2,589,369 -81.2%
7	ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS ATAT	ATAT	1,788,400	$56.9m2.60%	2.60%	Reduced -802.7k	-802,736 -31.0%
8	QIFU TECHNOLOGY INC AMERICAN DEP QFIN	QFIN	3,031,438	$47.9m2.19%	2.19%	Reduced -264.0k	-264,000 -8.0%
9	APPLE INC COM AAPL	AAPL	146,668	$42.4m1.94%	1.94%	Reduced -101.7k	-101,700 -41.0%
10	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	83,052	$39.7m1.81%	1.81%	Unchanged
11	SEA LTD SPONSORD ADS SE	SE	216,978	$20.8m0.95%	0.95%	Reduced -271.1k	-271,070 -55.5%
12	MAKEMYTRIP LIMITED MAURITIUS SHS MMYT	MMYT	388,557	$20.7m0.95%	0.95%	Unchanged
13	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	7,070	$14.1m0.64%	0.64%	New
14	H WORLD GROUP LTD SPONSORED ADS HTHT	HTHT	321,572	$13.4m0.61%	0.61%	Reduced -741.6k	-741,609 -69.8%
15	WERIDE INC SPONSORED ADS WRD	WRD	2,201,800	$12.8m0.59%	0.59%	Unchanged
16	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	53,520	$7.9m0.36%	0.36%	New
17	VNET GROUP INC SPONSORED ADS A VNET	VNET	648,500	$5.2m0.24%	0.24%	New
18	SUPER HI INTL HLDG LTD SPONSORED ADS HDL	HDL	268,341	$3.3m0.15%	0.15%	Unchanged
19	ATRENEW INC SPONSORED ADS RERE	RERE	525,000	$2.0m0.09%	0.09%	Unchanged
20	APPLIED MATLS INC COM AMAT	AMAT	2,520	$1.8m0.08%	0.08%	New
21	TRIP COM GROUP LTD ADS TCOM	TCOM	12,000	$478.1k0.02%	0.02%	Reduced -2.6m	-2,592,281 -99.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
META PLATFORMS INC META	META	541,689	$309.9m541.7k shares
AMAZON COM INC AMZN	AMZN	1,004,700	$209.2m1.0m shares
NVIDIA CORPORATION NVDA	NVDA	762,748	$133.0m762.7k shares
ALIBABA GROUP HLDG LTD BABA	BABA	703,009	$88.2m703.0k shares
NEW ORIENTAL ED & TECHNOLOGY EDU	EDU	1,328,218	$75.2m1.3m shares
UNITEDHEALTH GROUP INC UNH	UNH	130,310	$35.3m130.3k shares
TAL EDUCATION GROUP TAL	TAL	2,448,817	$27.8m2.4m shares
LUMENTUM HLDGS INC LITE	LITE	10,822	$7.6m10.8k shares