GAMH
Greenwoods Asset Management (HK) Portfolio holdings
AUM
$4.44B
1-Year Est. Return
55.26%
1 Year Est. Return
+55.26%
AUM
$4.44B
AUM Growth
+$1.57B
(+55%)
Holding
37
Top Buys
| 1 | +$383M | |
| 2 | +$326M | |
| 3 | +$172M | |
| 4 |
Synopsys
SNPS
|
+$81.6M |
| 5 |
Atour Lifestyle Holdings
ATAT
|
+$78.2M |
Top Sells
| 1 | +$93M | |
| 2 | +$41.6M | |
| 3 | +$40.5M | |
| 4 |
Trip.com Group
TCOM
|
+$22.1M |
| 5 |
KE Holdings
BEKE
|
+$18.3M |
Sector Composition
| 1 | Communication Services | 44.36% |
| 2 | Technology | 25.23% |
| 3 | Consumer Discretionary | 18.01% |
| 4 | Financials | 6.04% |
| 5 | Consumer Staples | 2.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Meta Platforms (Facebook)
META
$1.62T
| $900M | 20.27% |
1,225,964
+234,622
|
|
||
2
NetEase
NTES
$91.8B
| $488M | 10.99% |
3,212,200
-273,800
|
|
||
3
NVIDIA
NVDA
$4.37T
| $444M | 9.99% |
2,378,757
+1,748,317
|
|
||
4
Pinduoduo
PDD
$168B
| $444M | 9.99% |
3,356,964
+137,125
|
|
||
5
Alphabet (Google) Class A
GOOGL
$3.8T
| $428M | 9.64% |
1,760,320
+1,575,378
|
|
||
6
Full Truck Alliance
YMM
$11.8B
| $371M | 8.35% |
28,597,879
-196,648
|
|
||
7
Futu Holdings
FUTU
$23.8B
| $173M | 3.9% |
996,348
-535,041
|
|
||
8
Alibaba
BABA
$392B
| $151M | 3.39% |
843,409
+378,409
|
|
||
|
NBIS
9
Nebius Group N.V.
NBIS
$25.2B
| $143M | 3.23% |
1,276,303
|
|
||
10
Qfin Holdings
QFIN
$2.57B
| $94.8M | 2.14% |
3,295,438
|
|
||
|
11
Atour Lifestyle Holdings
ATAT
$5.59B
| $86.1M | 1.94% |
2,290,136
+2,079,436
|
|
||
|
12
Synopsys
SNPS
$81.4B
| $81.6M | 1.84% |
+165,459
|
|
||
13
Sea Limited
SE
$80.1B
| $73.5M | 1.65% |
411,144
+231,385
|
|
||
14
New Oriental
EDU
$8.39B
| $70.5M | 1.59% |
1,328,218
|
|
||
|
15
KE Holdings
BEKE
$19.4B
| $69.9M | 1.57% |
3,676,995
-963,711
|
|
||
16
Intel
INTC
$191B
| $63.6M | 1.43% |
1,896,037
-139,036
|
|
||
17
UnitedHealth
UNH
$293B
| $57.8M | 1.3% |
+167,432
|
|
||
18
State Street SPDR S&P Biotech ETF
XBI
$7.95B
| $55.6M | 1.25% |
+555,015
|
|
||
19
Apple
AAPL
$4.18T
| $54.3M | 1.22% |
+213,104
|
|
||
20
TSMC
TSM
$1.49T
| $36.7M | 0.83% |
131,264
|
|
||
21
TAL Education Group
TAL
$6.77B
| $29.1M | 0.66% |
2,597,180
-74,181
|
|
||
|
WRD
22
WeRide Inc
WRD
$2.91B
| $26.6M | 0.6% |
+2,684,200
|
|
||
23
MakeMyTrip
MMYT
$6.9B
| $24M | 0.54% |
+256,900
|
|
||
24
Uber
UBER
$180B
| $24M | 0.54% |
+244,670
|
|
||
|
JKS
25
JinkoSolar
JKS
$1.34B
| $18.8M | 0.42% |
780,933
|
|