Latest Greenwoods Asset Management Hong Kong Ltd. Stock Portfolio
$3.23Billion
Equity Portfolio Value
Last Reported on: 10 May, 2024
About Greenwoods Asset Management Hong Kong Ltd. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Greenwoods Asset Management Hong Kong Ltd. reported an equity portfolio of $3.2 Billions as of 31 Mar, 2024.
The top stock holdings of Greenwoods Asset Management Hong Kong Ltd. are META, PDD, MSFT. The fund has invested 19% of it's portfolio in META PLATFORMS INC and 13.1% of portfolio in PDD HOLDINGS INC.
The fund managers got completely rid off ALPHABET INC (GOOG), IQIYI INC (IQ) and MINISO GROUP HLDG LTD (MNSO) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), HELLO GROUP INC (MOMO) and SPDR SER TR (BIL). Greenwoods Asset Management Hong Kong Ltd. opened new stock positions in UBER TECHNOLOGIES INC (UBER), ISHARES TR (AGG) and ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to TAIWAN SEMICONDUCTOR MFG LTD (TSM), VISA INC (V) and NVIDIA CORPORATION (NVDA).
The top stock holdings of Greenwoods Asset Management Hong Kong Ltd. are META, PDD, MSFT. The fund has invested 19% of it's portfolio in META PLATFORMS INC and 13.1% of portfolio in PDD HOLDINGS INC.
The fund managers got completely rid off ALPHABET INC (GOOG), IQIYI INC (IQ) and MINISO GROUP HLDG LTD (MNSO) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), HELLO GROUP INC (MOMO) and SPDR SER TR (BIL). Greenwoods Asset Management Hong Kong Ltd. opened new stock positions in UBER TECHNOLOGIES INC (UBER), ISHARES TR (AGG) and ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to TAIWAN SEMICONDUCTOR MFG LTD (TSM), VISA INC (V) and NVIDIA CORPORATION (NVDA).
New Buys
| Ticker | $ Bought |
|---|---|
| UBER TECHNOLOGIES INC | 67,227,700 |
| ISHARES TR | 45,694,600 |
| ADVANCED MICRO DEVICES INC | 25,358,800 |
| ASML HOLDING N V | 21,774,400 |
| TENCENT MUSIC ENTMT GROUP | 16,337,400 |
| MONGODB INC | 14,348,800 |
| MERCK & CO INC | 4,667,600 |
| JD.COM INC | 4,660,660 |
New stocks bought by Greenwoods Asset Management Hong Kong Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | 1,741 |
| VISA INC | 152 |
| NVIDIA CORPORATION | 116 |
| BOSTON SCIENTIFIC CORP | 102 |
| FULL TRUCK ALLIANCE CO LTD | 57.6 |
| QIFU TECHNOLOGY INC | 40.66 |
| DOORDASH INC | 37.2 |
| TAL EDUCATION GROUP | 36.35 |
Additions to existing portfolio by Greenwoods Asset Management Hong Kong Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| TESLA INC | -84.91 |
| HELLO GROUP INC | -82.04 |
| SPDR SER TR | -30.69 |
| ZTO EXPRESS CAYMAN INC | -26.39 |
| MICROSOFT CORP | -23.36 |
| PDD HOLDINGS INC | -23.24 |
| KANZHUN LIMITED | -21.85 |
| NETEASE INC | -7.83 |
Greenwoods Asset Management Hong Kong Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| IQIYI INC | -9,262,240 |
| ALPHABET INC | -124,026,000 |
| MINISO GROUP HLDG LTD | -3,215,040 |
| ZAI LAB LTD | -412,683 |
Greenwoods Asset Management Hong Kong Ltd. got rid off the above stocks
Current Stock Holdings of Greenwoods Asset Management Hong Kong Ltd.
Last Reported on: 10 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | 0.07 | 12,200 | 2,221,620 | NEW | ||
| ABNB | AIRBNB INC | 0.41 | 80,698 | 13,311,900 | ADDED | 5.01 | |
| AGG | ISHARES TR | 1.42 | 202,260 | 45,694,600 | NEW | ||
| AMD | ADVANCED MICRO DEVICES INC | 0.79 | 140,500 | 25,358,800 | NEW | ||
| ASML | ASML HOLDING N V | 0.68 | 22,437 | 21,774,400 | NEW | ||
| BABA | ALIBABA GROUP HLDG LTD | 0.13 | 57,106 | 4,132,190 | NEW | ||
| BEKE | KE HLDGS INC | 0.08 | 182,941 | 2,511,780 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.38 | 127,800 | 12,126,900 | REDUCED | -30.69 | |
| BSX | BOSTON SCIENTIFIC CORP | 0.21 | 97,634 | 6,686,950 | ADDED | 102 | |
| BZ | KANZHUN LIMITED | 0.96 | 1,775,130 | 31,118,100 | REDUCED | -21.85 | |
| DASH | DOORDASH INC | 6.90 | 1,617,130 | 222,711,000 | ADDED | 37.2 | |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 5.05 | 1,875,310 | 162,814,000 | ADDED | 12.81 | |
| FUTU | FUTU HLDGS LTD | 3.73 | 2,220,170 | 120,222,000 | ADDED | 11.04 | |
| GOOG | ALPHABET INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IQ | IQIYI INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| JD | JD.COM INC | 0.14 | 170,159 | 4,660,660 | NEW | ||
| JKS | JINKOSOLAR HLDG CO LTD | 0.44 | 569,933 | 14,356,600 | UNCHANGED | 0.00 | |
| JNJ | JOHNSON & JOHNSON | 0.06 | 12,200 | 1,929,920 | NEW | ||
| MDB | MONGODB INC | 0.44 | 40,009 | 14,348,800 | NEW | ||
| META | META PLATFORMS INC | 19.03 | 1,264,070 | 613,805,000 | ADDED | 1.47 | |
| MNSO | MINISO GROUP HLDG LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MOMO | HELLO GROUP INC | 0.11 | 590,263 | 3,665,530 | REDUCED | -82.04 | |
| MRK | MERCK & CO INC | 0.14 | 35,374 | 4,667,600 | NEW | ||
| MSFT | MICROSOFT CORP | 11.80 | 904,769 | 380,654,000 | REDUCED | -23.36 | |
| MU | MICRON TECHNOLOGY INC | 0.04 | 10,538 | 1,242,320 | UNCHANGED | 0.00 | |
| NTES | NETEASE INC | 8.24 | 2,567,650 | 265,675,000 | REDUCED | -7.83 | |
| NVDA | NVIDIA CORPORATION | 5.22 | 186,482 | 168,498,000 | ADDED | 116 | |
| NVO | NOVO-NORDISK A S | 0.12 | 29,722 | 3,816,300 | NEW | ||
| PDD | PDD HOLDINGS INC | 13.10 | 3,634,670 | 422,530,000 | REDUCED | -23.24 | |
| QFIN | QIFU TECHNOLOGY INC | 1.97 | 3,441,920 | 63,434,600 | ADDED | 40.66 | |
| RERE | ATRENEW INC | 0.03 | 525,000 | 924,000 | UNCHANGED | 0.00 | |
| TAL | TAL EDUCATION GROUP | 1.04 | 2,966,400 | 33,668,600 | ADDED | 36.35 | |
| TCOM | TRIP COM GROUP LTD | 0.14 | 102,500 | 4,498,720 | NEW | ||
| TME | TENCENT MUSIC ENTMT GROUP | 0.51 | 1,460,000 | 16,337,400 | NEW | ||
| TMO | THERMO FISHER SCIENTIFIC INC | 0.08 | 4,579 | 2,661,360 | UNCHANGED | 0.00 | |
| TSLA | TESLA INC | 0.04 | 7,891 | 1,387,160 | REDUCED | -84.91 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.55 | 1,552,620 | 211,233,000 | ADDED | 1,741 | |
| UBER | UBER TECHNOLOGIES INC | 2.08 | 873,200 | 67,227,700 | NEW | ||
| V | VISA INC | 1.00 | 115,000 | 32,094,200 | ADDED | 152 | |
| YI | 111 INC | 0.01 | 348,863 | 404,681 | UNCHANGED | 0.00 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 3.52 | 15,598,300 | 113,399,000 | ADDED | 57.6 | |
| ZLAB | ZAI LAB LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ZTO | ZTO EXPRESS CAYMAN INC | 3.35 | 5,159,680 | 108,044,000 | REDUCED | -26.39 |