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Investors / Greenwoods
Greenwoods Asset Management
13F
21 positions · Q2 2026AI holdings · 9 tickers
$1.16BOther holdings · 12 tickers
$1.03B · non-AI| # | Ticker | Company | Value | Shares | % of AUM | Entry quarter |
|---|---|---|---|---|---|---|
| 10 | PDD | $365.1M | 16.7% | |||
| 11 | YMM | $320.4M | 14.7% | |||
| 12 | FUTU | $102.5M | 4.7% | |||
| 13 | NTES | $77M | 3.5% | |||
| 14 | ATAT | $56.9M | 2.6% | |||
| 15 | QFIN | $47.9M | 2.2% | |||
| 16 | SE | $20.8M | 1.0% | |||
| 17 | MMYT | $20.7M | 0.9% | |||
| 18 | HTHT | $13.4M | 0.6% | |||
| 19 | HDL | $3.3M | 0.2% | |||
| 20 | RERE | $2M | 0.1% | |||
| 21 | TCOM | $478K | 0.0% |
13G/13D
0 active stakes · SEC ≥5% filingsNo active major stakes since latest 13F.
Per SEC rules, investors must disclose ≥5% positions within 5-10 days of crossing the threshold; this section reflects filings since the latest 13F.
Holdings Timeline
Include non-AI changes (12)
Q1 2026
Q2 2026
GOOGL
HOLD
TRIM−1M
INTC
HOLD
TRIM−4M
AAPL
HOLD
TRIM−102K
TSM
HOLD
HOLD
ASML
—
NEW+7K
WRD
HOLD
HOLD
AAOI
—
NEW+54K
VNET
—
NEW+649K
AMAT
—
NEW+3K
NVDA
HOLD
DROP
BABA
HOLD
DROP
AMZN
HOLD
DROP
LITE
HOLD
DROP
META
HOLD
DROP
Not held
low → high position value
Hover any cell for share + value delta| Period | Action | Ticker | Δ Shares | Δ Value |
|---|---|---|---|---|
| Q2 2026 | DROP | META | -541,689 | $-309.9M |
| Q2 2026 | DROP | AMZN | -1,004,700 | $-209.2M |
| Q2 2026 | TRIM | GOOGL | -1,111,277 | $-193.2M |
| Q2 2026 | DROP | NVDA | -762,748 | $-133M |
| Q2 2026 | DROP | BABA | -703,009 | $-88.2M |
| Q2 2026 | TRIM | INTC | -4,172,043 | +$78.6M |
| Q2 2026 | TRIM | AAPL | -101,700 | $-20.6M |
| Q2 2026 | NEW | ASML | +7,070 | +$14.1M |
| Q2 2026 | NEW | AAOI | +53,520 | +$7.9M |
| Q2 2026 | DROP | LITE | -10,822 | $-7.6M |
| Q2 2026 | NEW | VNET | +648,500 | +$5.2M |
| Q2 2026 | NEW | AMAT | +2,520 | +$1.8M |