Greenwoods Asset Management Hong Kong Ltd. holds a concentrated book of 21 stocks worth $2.2B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened ASML Holding NV-NY Reg SHS and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 30% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Greenwoods Asset Management Hong Kong Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 35 / 21 | $263.9B |
| UBS Group AG | 35 / 21 | $67.4B |
| GOLDMAN SACHS GROUP INC | 34 / 21 | $128.1B |
| ROYAL BANK OF CANADA | 34 / 21 | $72.4B |
| BARCLAYS PLC | 34 / 21 | $52.8B |
| CITIGROUP INC | 34 / 21 | $31.9B |
| RHUMBLINE ADVISERS | 34 / 21 | $26.6B |
| BNP PARIBAS FINANCIAL MARKETS | 34 / 21 | $26.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Greenwoods Asset Management Hong Kong Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $647.0M | 1.81M | 29.6% | ▼−38% Reduced · −1.1M sh | |
| 2 | Intel Corp COM | $384.1M | 2.75M | 17.6% | ▼−60% Reduced · −4.2M sh | |
| 3 | PDD Holdings Inc SPONSORED ADS | $365.1M | 4.79M | 16.7% | ▼−6.2% Reduced · −318K sh | |
| 4 | Full Truck Alliance Co Ltd SPONSORED ADS | $320.4M | 39.45M | 14.7% | ▼−3.7% Reduced · −1.5M sh | |
| 5 | Futu Hldgs Ltd SPON ADS CL A | $102.5M | 1.09M | 4.7% | ▲+9.8% Added · +97K sh | |
| 6 | Netease Com Inc SPONSORED ADS | $77.0M | 600.6K | 3.5% | ▼−81% Reduced · −2.6M sh | |
| 7 | Atour Lifestyle Hldgs Ltd SPONSORED ADS | $56.9M | 1.79M | 2.6% | ▼−31% Reduced · −803K sh | |
| 8 | Qfin Holdings Inc AMERICAN DEP | $47.9M | 3.03M | 2.2% | ▼−8.0% Reduced · −264K sh | |
| 9 | Apple Inc COM | $42.4M | 146.7K | 1.9% | ▼−41% Reduced · −102K sh | |
| 10 | Taiwan Semiconductor Manufac SPONSORED ADS | $39.7M | 83.1K | 1.8% | —Held | |
| 11 | Sea Ltd SPONSORD ADS | $20.8M | 217.0K | 1.0% | ▼−56% Reduced · −271K sh | |
| 12 | Makemytrip Limited Mauritius SHS | $20.7M | 388.6K | 0.9% | —Held | |
| 13 | ASML Hldg NV N Y REGISTRY SHS | $14.1M | 7.1K | 0.6% | ▲New New position | |
| 14 | H World Group Ltd SPONSORED ADS | $13.4M | 321.6K | 0.6% | ▼−70% Reduced · −742K sh | |
| 15 | Weride Inc SPONSORED ADS | $12.8M | 2.20M | 0.6% | —Held | |
| 16 | Applied Optoelectronics Inc COM | $7.9M | 53.5K | 0.4% | ▲New New position | |
| 17 | Vnet Group Inc SPONSORED ADS A | $5.2M | 648.5K | 0.2% | ▲New New position | |
| 18 | Super Hi Intl Hldg Ltd SPONSORED ADS | $3.3M | 268.3K | 0.2% | —Held | |
| 19 | Atrenew Inc SPONSORED ADS | $2.0M | 525.0K | 0.1% | —Held | |
| 20 | Applied Matls Inc COM | $1.8M | 2.5K | 0.1% | ▲New New position | |
| 21 | Trip Com Group Ltd ADS | $478K | 12.0K | 0.0% | ▼−100% Reduced · −2.6M sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1848138/holdings"
Use Arkolith to show Greenwoods Asset Management Hong Kong Ltd.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 27 | $2.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 35 | $3.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 38 | $4.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 39 | $4.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 36 | $2.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 40 | $3.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 44 | $3.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 45 | $3.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 51 | $3.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 10, 2024 | 56 | $3.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 9, 2024 | 46 | $2.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 9, 2023 | 49 | $2.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 44 | $2.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 46 | $1.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 54 | $1.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 50 | $1.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 57 | $2.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 57 | $2.3B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 54 | $2.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 57 | $2.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 58 | $2.9B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 50 | $2.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.