Greenwoods Asset Management Hong Kong Ltd. 13F 持仓 · 2026年Q2
Greenwoods Asset Management Hong Kong 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 21.86 亿美元。前几大持仓：GOOGL（29.60%）、INTC（17.58%）、PDD（16.70%）。本季前 25 大持仓中：新建仓 4 只、增持 1 只、减持 11 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $647.0M | 29.60% | 1.8M | 减持 |
| 2 | INTC | INTEL CORP | $384.1M | 17.58% | 2.8M | 减持 |
| 3 | PDD | PDD HOLDINGS INC | $365.1M | 16.70% | 4.8M | 减持 |
| 4 | YMM | FULL TRUCK ALLIANCE CO LTD | $320.4M | 14.66% | 39.5M | 减持 |
| 5 | FUTU | FUTU HLDGS LTD | $102.5M | 4.69% | 1.1M | 增持 |
| 6 | NTES | NETEASE COM INC | $77.0M | 3.52% | 600,631 | 减持 |
| 7 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $56.9M | 2.60% | 1.8M | 减持 |
| 8 | QFIN | QFIN HOLDINGS INC | $47.9M | 2.19% | 3.0M | 减持 |
| 9 | AAPL | APPLE INC | $42.4M | 1.94% | 146,668 | 减持 |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.7M | 1.81% | 83,052 | 持平 |
| 11 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $20.7M | 0.95% | 388,557 | 持平 |
| 12 | SE | SEA LTD | $20.8M | 0.95% | 216,978 | 减持 |
| 13 | ASML | ASML HLDG NV | $14.1M | 0.64% | 7,070 | 新建仓 |
| 14 | HTHT | H WORLD GROUP LTD | $13.4M | 0.61% | 321,572 | 减持 |
| 15 | WRD | WERIDE INC | $12.8M | 0.59% | 2.2M | 持平 |
| 16 | AAOI | APPLIED OPTOELECTRONICS INC | $7.9M | 0.36% | 53,520 | 新建仓 |
| 17 | VNET | VNET GROUP INC | $5.2M | 0.24% | 648,500 | 新建仓 |
| 18 | HDL | SUPER HI INTL HLDG LTD | $3.3M | 0.15% | 268,341 | 持平 |
| 19 | RERE | ATRENEW INC | $2.0M | 0.09% | 525,000 | 持平 |
| 20 | AMAT | APPLIED MATLS INC | $1.8M | 0.08% | 2,520 | 新建仓 |
| 21 | TCOM | TRIP COM GROUP LTD | $478,080 | 0.02% | 12,000 | 减持 |
| 22 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | 清仓 |
| 23 | BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | 清仓 |
| 24 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $0 | 0.00% | 0 | 清仓 |
| 25 | LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR