13F HOLDINGS REPORT
Greenwoods Asset Management Hong Kong Ltd.
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001567619-23-006044
Total Value
$1.73B
Positions
46
Other Managers
1
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 3,835,761 | $291.1M | 16.84% |
| 2 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 4,158,694 | $160.6M | 9.29% |
| 3 | DOORDASH INC | DASH | 2,290,753 | $145.6M | 8.42% |
| 4 | META PLATFORMS INC | META | 629,534 | $133.4M | 7.72% |
| 5 | NETEASE INC | NETTF | 1,482,813 | $131.1M | 7.58% |
| 6 | ZTO EXPRESS CAYMAN INC | ZTOEF | 3,329,495 | $95.4M | 5.52% |
| 7 | NVIDIA CORPORATION | NVDA | 325,320 | $90.4M | 5.23% |
| 8 | MICROSOFT CORP | MSFT | 281,300 | $81.1M | 4.69% |
| 9 | KANZHUN LIMITED | BZ | 3,474,698 | $66.1M | 3.82% |
| 10 | 360 DIGITECH INC | QFNHF | 3,241,328 | $62.9M | 3.64% |
| 11 | GRAB HOLDINGS LIMITED | GRABW | 19,361,181 | $58.3M | 3.37% |
| 12 | ALPHABET INC | GOOG | 518,600 | $53.8M | 3.11% |
| 13 | FULL TRUCK ALLIANCE CO LTD | YMM | 6,463,048 | $49.2M | 2.84% |
| 14 | KE HLDGS INC | BEKE | 2,605,597 | $49.1M | 2.84% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 397,343 | $40.6M | 2.35% |
| 16 | SEA LTD | SE | 335,306 | $29.0M | 1.68% |
| 17 | HELLO GROUP INC | MOMO | 2,877,635 | $26.2M | 1.51% |
| 18 | PDD HOLDINGS INC | PDD | 287,975 | $21.9M | 1.26% |
| 19 | IQIYI INC | IQ | 2,372,678 | $17.3M | 1.00% |
| 20 | NETEASE INC | NETTF | 191,267 | $16.9M | 0.98% |
| 21 | NETEASE INC | NETTF | 113,070 | $10.0M | 0.58% |
| 22 | TAL EDUCATION GROUP | TAL | 1,427,100 | $9.1M | 0.53% |
| 23 | BOOKING HOLDINGS INC | BKNG | 3,400 | $9.0M | 0.52% |
| 24 | PDD HOLDINGS INC | PDD | 115,350 | $8.8M | 0.51% |
| 25 | ZTO EXPRESS CAYMAN INC | ZTOEF | 300,849 | $8.6M | 0.50% |
| 26 | ZTO EXPRESS CAYMAN INC | ZTOEF | 277,706 | $8.0M | 0.46% |
| 27 | SEA LTD | SE | 65,150 | $5.6M | 0.33% |
| 28 | KE HLDGS INC | BEKE | 293,025 | $5.5M | 0.32% |
| 29 | KE HLDGS INC | BEKE | 292,216 | $5.5M | 0.32% |
| 30 | KANZHUN LIMITED | BZ | 280,000 | $5.3M | 0.31% |
| 31 | FULL TRUCK ALLIANCE CO LTD | YMM | 643,385 | $4.9M | 0.28% |
| 32 | TESLA INC | TSLA | 21,200 | $4.4M | 0.25% |
| 33 | KANZHUN LIMITED | BZ | 210,247 | $4.0M | 0.23% |
| 34 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 99,700 | $3.8M | 0.22% |
| 35 | TAL EDUCATION GROUP | TAL | 577,301 | $3.7M | 0.21% |
| 36 | SEA LTD | SE | 26,310 | $2.3M | 0.13% |
| 37 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 42,300 | $1.6M | 0.09% |
| 38 | ATRENEW INC | RERE | 525,000 | $1.6M | 0.09% |
| 39 | FULL TRUCK ALLIANCE CO LTD | YMM | 207,910 | $1.6M | 0.09% |
| 40 | TAL EDUCATION GROUP | TAL | 241,099 | $1.5M | 0.09% |
| 41 | SNOWFLAKE INC | SNOW | 8,800 | $1.4M | 0.08% |
| 42 | 111 INC | YI | 348,863 | $924,487 | 0.05% |
| 43 | MICRON TECHNOLOGY INC | MU | 10,538 | $635,863 | 0.04% |
| 44 | ZAI LAB LTD | ZLAB | 15,100 | $502,226 | 0.03% |
| 45 | LULULEMON ATHLETICA INC | LULU | 1,100 | $400,609 | 0.02% |
| 46 | X FINL | 98372W202 | 70,198 | $219,025 | 0.01% |