13F HOLDINGS REPORT
Greenwoods Asset Management Hong Kong Ltd.
Quarter ended Q4 2023 · Filed November 9, 2023 · Accession 0000943663-23-000174
Total Value
$2.55B
Positions
49
Other Managers
1
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 4,776,291 | $468.4M | 18.37% |
| 2 | META PLATFORMS INC | META | 1,245,702 | $374.0M | 14.67% |
| 3 | MICROSOFT CORP | MSFT | 1,180,611 | $372.8M | 14.62% |
| 4 | NETEASE INC | NETTF | 1,976,196 | $197.9M | 7.76% |
| 5 | ZTO EXPRESS CAYMAN INC | ZTOEF | 6,264,988 | $151.4M | 5.94% |
| 6 | SHARKNINJA INC | SN | 2,794,300 | $129.5M | 5.08% |
| 7 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 1,991,888 | $116.6M | 4.57% |
| 8 | ALPHABET INC | GOOG | 887,868 | $116.2M | 4.56% |
| 9 | DOORDASH INC | DASH | 1,187,384 | $94.4M | 3.70% |
| 10 | FUTU HLDGS LTD | FUTU | 1,273,267 | $73.6M | 2.89% |
| 11 | FULL TRUCK ALLIANCE CO LTD | YMM | 8,782,848 | $61.8M | 2.43% |
| 12 | KANZHUN LIMITED | BZ | 3,123,564 | $47.4M | 1.86% |
| 13 | NVIDIA CORPORATION | NVDA | 91,563 | $39.8M | 1.56% |
| 14 | QIFU TECHNOLOGY INC | QFNHF | 2,446,922 | $37.6M | 1.47% |
| 15 | PDD HOLDINGS INC | PDD | 287,975 | $28.2M | 1.11% |
| 16 | QUALCOMM INC | QCOM | 233,800 | $26.0M | 1.02% |
| 17 | HELLO GROUP INC | MOMO | 3,286,923 | $22.9M | 0.90% |
| 18 | NETEASE INC | NETTF | 191,267 | $19.2M | 0.75% |
| 19 | JINKOSOLAR HLDG CO LTD | JKS | 569,933 | $17.3M | 0.68% |
| 20 | ZTO EXPRESS CAYMAN INC | ZTOEF | 622,849 | $15.1M | 0.59% |
| 21 | TESLA INC | TSLA | 52,300 | $13.1M | 0.51% |
| 22 | NETEASE INC | NETTF | 113,070 | $11.3M | 0.44% |
| 23 | ZTO EXPRESS CAYMAN INC | ZTOEF | 451,606 | $10.9M | 0.43% |
| 24 | VISA INC | V | 45,500 | $10.5M | 0.41% |
| 25 | PDD HOLDINGS INC | PDD | 94,350 | $9.3M | 0.36% |
| 26 | IQIYI INC | IQ | 1,898,000 | $9.0M | 0.35% |
| 27 | FUTU HLDGS LTD | FUTU | 139,500 | $8.1M | 0.32% |
| 28 | SHARKNINJA INC | SN | 141,240 | $6.5M | 0.26% |
| 29 | FULL TRUCK ALLIANCE CO LTD | YMM | 830,012 | $5.8M | 0.23% |
| 30 | TAL EDUCATION GROUP | TAL | 577,301 | $5.3M | 0.21% |
| 31 | FUTU HLDGS LTD | FUTU | 90,000 | $5.2M | 0.20% |
| 32 | TAL EDUCATION GROUP | TAL | 547,100 | $5.0M | 0.20% |
| 33 | KE HLDGS INC | BEKE | 291,000 | $4.5M | 0.18% |
| 34 | MINISO GROUP HLDG LTD | MSOGF | 157,600 | $4.1M | 0.16% |
| 35 | SEA LTD | SE | 77,092 | $3.4M | 0.13% |
| 36 | LI AUTO INC | LAAOF | 94,356 | $3.4M | 0.13% |
| 37 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 53,200 | $3.1M | 0.12% |
| 38 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 49,800 | $2.9M | 0.11% |
| 39 | KANZHUN LIMITED | BZ | 189,027 | $2.9M | 0.11% |
| 40 | BOSTON SCIENTIFIC CORP | BSX | 48,134 | $2.5M | 0.10% |
| 41 | THERMO FISHER SCIENTIFIC INC | TMO | 4,579 | $2.3M | 0.09% |
| 42 | TAL EDUCATION GROUP | TAL | 241,099 | $2.2M | 0.09% |
| 43 | FULL TRUCK ALLIANCE CO LTD | YMM | 284,604 | $2.0M | 0.08% |
| 44 | KE HLDGS INC | BEKE | 109,825 | $1.7M | 0.07% |
| 45 | ATRENEW INC | RERE | 525,000 | $1.2M | 0.05% |
| 46 | KE HLDGS INC | BEKE | 73,116 | $1.1M | 0.04% |
| 47 | 111 INC | YI | 348,863 | $907,044 | 0.04% |
| 48 | MICRON TECHNOLOGY INC | MU | 10,538 | $716,900 | 0.03% |
| 49 | ZAI LAB LTD | ZLAB | 15,100 | $367,081 | 0.01% |