13F HOLDINGS REPORT
Greenwoods Asset Management Hong Kong Ltd.
Quarter ended Q1 2024 · Filed May 10, 2024 · Accession 0000943663-24-000111
Total Value
$3.23B
Positions
56
Other Managers
1
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 1,264,066 | $613.8M | 19.03% |
| 2 | MICROSOFT CORP | MSFT | 904,769 | $380.7M | 11.80% |
| 3 | PDD HOLDINGS INC | PDD | 3,252,342 | $378.1M | 11.72% |
| 4 | NETEASE INC | NETTF | 2,263,316 | $234.2M | 7.26% |
| 5 | DOORDASH INC | DASH | 1,617,126 | $222.7M | 6.90% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,519,116 | $206.7M | 6.41% |
| 7 | NVIDIA CORPORATION | NVDA | 186,482 | $168.5M | 5.22% |
| 8 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 1,792,910 | $155.7M | 4.83% |
| 9 | FUTU HLDGS LTD | FUTU | 1,990,667 | $107.8M | 3.34% |
| 10 | FULL TRUCK ALLIANCE CO LTD | YMM | 14,371,153 | $104.5M | 3.24% |
| 11 | ZTO EXPRESS CAYMAN INC | ZTOEF | 4,085,222 | $85.5M | 2.65% |
| 12 | UBER TECHNOLOGIES INC | UBER | 873,200 | $67.2M | 2.08% |
| 13 | QIFU TECHNOLOGY INC | QFNHF | 3,441,922 | $63.4M | 1.97% |
| 14 | ISHARES TR | 464287523 | 202,260 | $45.7M | 1.42% |
| 15 | PDD HOLDINGS INC | PDD | 287,975 | $33.5M | 1.04% |
| 16 | VISA INC | V | 115,000 | $32.1M | 0.99% |
| 17 | KANZHUN LIMITED | BZ | 1,627,405 | $28.5M | 0.88% |
| 18 | ADVANCED MICRO DEVICES INC | AMD | 140,500 | $25.4M | 0.79% |
| 19 | TAL EDUCATION GROUP | TAL | 2,219,136 | $25.2M | 0.78% |
| 20 | ASML HOLDING N V | ASMLF | 22,437 | $21.8M | 0.67% |
| 21 | NETEASE INC | NETTF | 191,267 | $19.8M | 0.61% |
| 22 | TENCENT MUSIC ENTMT GROUP | XHLD | 1,460,000 | $16.3M | 0.51% |
| 23 | JINKOSOLAR HLDG CO LTD | JKS | 569,933 | $14.4M | 0.45% |
| 24 | MONGODB INC | MDB | 40,009 | $14.3M | 0.44% |
| 25 | AIRBNB INC | ABNB | 80,698 | $13.3M | 0.41% |
| 26 | ZTO EXPRESS CAYMAN INC | ZTOEF | 622,849 | $13.0M | 0.40% |
| 27 | SPDR SER TR | 78464A870 | 127,800 | $12.1M | 0.38% |
| 28 | NETEASE INC | NETTF | 113,070 | $11.7M | 0.36% |
| 29 | PDD HOLDINGS INC | PDD | 94,350 | $11.0M | 0.34% |
| 30 | ZTO EXPRESS CAYMAN INC | ZTOEF | 451,606 | $9.5M | 0.29% |
| 31 | FUTU HLDGS LTD | FUTU | 139,500 | $7.6M | 0.23% |
| 32 | BOSTON SCIENTIFIC CORP | BSX | 97,634 | $6.7M | 0.21% |
| 33 | FULL TRUCK ALLIANCE CO LTD | YMM | 830,012 | $6.0M | 0.19% |
| 34 | TAL EDUCATION GROUP | TAL | 527,119 | $6.0M | 0.19% |
| 35 | FUTU HLDGS LTD | FUTU | 90,000 | $4.9M | 0.15% |
| 36 | MERCK & CO INC | MRK | 35,374 | $4.7M | 0.14% |
| 37 | JD.COM INC | JDCMF | 170,159 | $4.7M | 0.14% |
| 38 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 33,500 | $4.6M | 0.14% |
| 39 | TRIP COM GROUP LTD | TRPCF | 102,500 | $4.5M | 0.14% |
| 40 | ALIBABA GROUP HLDG LTD | BBAAY | 57,106 | $4.1M | 0.13% |
| 41 | NOVO-NORDISK A S | NONOF | 29,722 | $3.8M | 0.12% |
| 42 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 42,560 | $3.7M | 0.11% |
| 43 | HELLO GROUP INC | MOMO | 590,263 | $3.7M | 0.11% |
| 44 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 39,840 | $3.5M | 0.11% |
| 45 | FULL TRUCK ALLIANCE CO LTD | YMM | 397,104 | $2.9M | 0.09% |
| 46 | THERMO FISHER SCIENTIFIC INC | TMO | 4,579 | $2.7M | 0.08% |
| 47 | KANZHUN LIMITED | BZ | 147,728 | $2.6M | 0.08% |
| 48 | TAL EDUCATION GROUP | TAL | 220,142 | $2.5M | 0.08% |
| 49 | ABBVIE INC | ABBV | 12,200 | $2.2M | 0.07% |
| 50 | JOHNSON & JOHNSON | JNJ | 12,200 | $1.9M | 0.06% |
| 51 | KE HLDGS INC | BEKE | 109,825 | $1.5M | 0.05% |
| 52 | TESLA INC | TSLA | 7,891 | $1.4M | 0.04% |
| 53 | MICRON TECHNOLOGY INC | MU | 10,538 | $1.2M | 0.04% |
| 54 | KE HLDGS INC | BEKE | 73,116 | $1.0M | 0.03% |
| 55 | ATRENEW INC | RERE | 525,000 | $924,000 | 0.03% |
| 56 | 111 INC | YI | 348,863 | $404,681 | 0.01% |