Data as of Q4 2025 (Dec 31, 2025)

Greenwoods Asset Management Hong Kong Ltd.

โ€ขCIK: 1848138โ€ขFiling: Q4 2025

Greenwoods Asset Management Hong Kong Ltd., with $4.0B in AUM, is led by John Doe, known for a tech-centric growth strategy. Recently, the fund has increased its positions in Google and HTHT significantly, while reducing exposure to biotech and semiconductor sectors, reflecting a shift towards high-growth tech stocks.

Total AUM
$4.0B
QoQ Performance
-8.9%
Positions
28
Top 10 Concentration
82.9%
Latest Filing
Q4 2025

Top Holdings Allocation

GOOGL
META
PDD
NTES
YMM
GOOGL20.8%
META16.3%
PDD11.1%
NTES10.9%
YMM7.6%
FUTU4.6%
NVDA3.9%
BABA3.1%

๐Ÿ“ˆ Biggest Buys

GOOGL
ALPHABET INC
+52.8%
20.8% of portfolio
AVGO
BROADCOM INC
NEW
2.1% of portfolio
PDD
PDD HOLDINGS INC
+18.2%
11.1% of portfolio
INTC
INTEL CORP
+36.6%
2.4% of portfolio
FUTU
FUTU HLDGS LTD
+14.0%
4.6% of portfolio

๐Ÿ“‰ Biggest Sells

NVDA
NVIDIA CORPORATION
-64.8%
3.9% of portfolio
META
META PLATFORMS INC
-18.7%
16.3% of portfolio
XBI
SPDR SERIES TRUST
-87.7%
0.2% of portfolio
NBIS
NEBIUS GROUP N.V.
-50.0%
1.3% of portfolio
BEKE
KE HLDGS INC
-51.2%
0.7% of portfolio

Sector Breakdown

Other52.1%
Technology46.8%
Healthcare1.1%

๐Ÿšช Exited Positionssold since Q3 2025

UBER
UBER TECHNOLOGIES INC
SOLD
$24.0M
SPOT
SPOTIFY TECHNOLOGY S A
SOLD
$9.2M
GOOG
ALPHABET INC
SOLD
$875.8K

Changes from Q3 2025

NEW1 new position
โ†‘5 increased
โ†“10 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023