Latest Greenwoods Asset Management Hong Kong Ltd. Stock Portfolio
$2.80Billion
Equity Portfolio Value
Last Reported on: 09 Feb, 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 $2.8 Billions as of 31 Dec, 2023.
The top stock holdings of Greenwoods Asset Management Hong Kong Ltd. are PDD, MSFT, META. The fund has invested 24.7% of it's portfolio in PDD HOLDINGS INC and 15.8% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SHARKNINJA INC, QUALCOMM INC (QCOM) and SEA LTD (SE) stocks. They significantly reduced their stock positions in KE HLDGS INC (BEKE), KANZHUN LIMITED (BZ) and NEW ORIENTAL ED & TECHNOLOGY (EDU). Greenwoods Asset Management Hong Kong Ltd. opened new stock positions in SPDR SER TR (BIL), AIRBNB INC (ABNB) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). The fund showed a lot of confidence in some stocks as they added substantially to TAL EDUCATION GROUP (TAL), FUTU HLDGS LTD (FUTU) and NETEASE INC (NTES).
The top stock holdings of Greenwoods Asset Management Hong Kong Ltd. are PDD, MSFT, META. The fund has invested 24.7% of it's portfolio in PDD HOLDINGS INC and 15.8% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SHARKNINJA INC, QUALCOMM INC (QCOM) and SEA LTD (SE) stocks. They significantly reduced their stock positions in KE HLDGS INC (BEKE), KANZHUN LIMITED (BZ) and NEW ORIENTAL ED & TECHNOLOGY (EDU). Greenwoods Asset Management Hong Kong Ltd. opened new stock positions in SPDR SER TR (BIL), AIRBNB INC (ABNB) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). The fund showed a lot of confidence in some stocks as they added substantially to TAL EDUCATION GROUP (TAL), FUTU HLDGS LTD (FUTU) and NETEASE INC (NTES).
New Buys
| Ticker | $ Bought |
|---|---|
| SPDR SER TR | 16,465,100 |
| AIRBNB INC | 10,461,800 |
| TAIWAN SEMICONDUCTOR MFG LTD | 8,767,200 |
New stocks bought by Greenwoods Asset Management Hong Kong Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| TAL EDUCATION GROUP | 59.33 |
| FUTU HLDGS LTD | 33.05 |
| NETEASE INC | 22.15 |
Additions to existing portfolio by Greenwoods Asset Management Hong Kong Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| KE HLDGS INC | -61.4 |
| KANZHUN LIMITED | -31.43 |
| NEW ORIENTAL ED & TECHNOLOGY | -20.65 |
| PDD HOLDINGS INC | -8.2 |
| NVIDIA CORPORATION | -6.06 |
| ZTO EXPRESS CAYMAN INC | -4.5 |
| DOORDASH INC | -0.74 |
Greenwoods Asset Management Hong Kong Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| SHARKNINJA INC | -136,092,000 |
| QUALCOMM INC | -25,965,800 |
| LI AUTO INC | -3,363,790 |
| SEA LTD | -3,388,190 |
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: 09 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ABNB | AIRBNB INC | 0.37 | 76,846 | 10,461,800 | NEW | ||
| BEKE | KE HLDGS INC | 0.11 | 182,941 | 2,965,470 | REDUCED | -61.4 | |
| BIL | SPDR SER TR | 0.59 | 184,400 | 16,465,100 | NEW | ||
| BSX | BOSTON SCIENTIFIC CORP | 0.10 | 48,134 | 2,782,630 | UNCHANGED | 0.00 | |
| BZ | KANZHUN LIMITED | 1.35 | 2,271,390 | 37,727,800 | REDUCED | -31.43 | |
| DASH | DOORDASH INC | 4.16 | 1,178,630 | 116,554,000 | REDUCED | -0.74 | |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 4.35 | 1,662,380 | 121,819,000 | REDUCED | -20.65 | |
| FUTU | FUTU HLDGS LTD | 3.90 | 1,999,470 | 109,231,000 | ADDED | 33.05 | |
| GOOG | ALPHABET INC | 4.43 | 887,868 | 124,026,000 | UNCHANGED | 0.00 | |
| IQ | IQIYI INC | 0.33 | 1,898,000 | 9,262,240 | UNCHANGED | 0.00 | |
| JKS | JINKOSOLAR HLDG CO LTD | 0.75 | 569,933 | 21,053,300 | UNCHANGED | 0.00 | |
| LI | LI AUTO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| META | META PLATFORMS INC | 15.74 | 1,245,700 | 440,929,000 | UNCHANGED | 0.00 | |
| MNSO | MINISO GROUP HLDG LTD | 0.12 | 157,600 | 3,215,040 | UNCHANGED | 0.00 | |
| MOMO | HELLO GROUP INC | 0.81 | 3,286,920 | 22,844,100 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 15.85 | 1,180,610 | 443,957,000 | UNCHANGED | 0.00 | |
| MU | MICRON TECHNOLOGY INC | 0.03 | 10,538 | 899,313 | UNCHANGED | 0.00 | |
| NTES | NETEASE INC | 9.26 | 2,785,650 | 259,511,000 | ADDED | 22.15 | |
| NVDA | NVIDIA CORPORATION | 1.52 | 86,013 | 42,595,400 | REDUCED | -6.06 | |
| PDD | PDD HOLDINGS INC | 24.73 | 4,735,370 | 692,832,000 | REDUCED | -8.2 | |
| QCOM | QUALCOMM INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| QFIN | QIFU TECHNOLOGY INC | 1.38 | 2,446,920 | 38,710,300 | UNCHANGED | 0.00 | |
| RERE | ATRENEW INC | 0.04 | 525,000 | 1,008,000 | UNCHANGED | 0.00 | |
| SE | SEA LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TAL | TAL EDUCATION GROUP | 0.98 | 2,175,600 | 27,477,800 | ADDED | 59.33 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.09 | 4,579 | 2,430,490 | UNCHANGED | 0.00 | |
| TSLA | TESLA INC | 0.46 | 52,300 | 12,995,500 | UNCHANGED | 0.00 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.31 | 84,300 | 8,767,200 | NEW | ||
| V | VISA INC | 0.42 | 45,500 | 11,845,900 | UNCHANGED | 0.00 | |
| YI | 111 INC | 0.02 | 348,863 | 540,738 | UNCHANGED | 0.00 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 2.48 | 9,897,460 | 69,381,200 | UNCHANGED | 0.00 | |
| ZLAB | ZAI LAB LTD | 0.01 | 15,100 | 412,683 | UNCHANGED | 0.00 | |
| ZTO | ZTO EXPRESS CAYMAN INC | 5.32 | 7,009,370 | 149,159,000 | REDUCED | -4.5 | |
| SHARKNINJA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |