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GAMH
Greenwoods Asset Management (HK) Portfolio holdings
AUM
$3.88B
1-Year Est. Return
23.82%
This Fund
S&P 500
1 Year Est. Return
+23.82%
AUM
$3.88B
AUM Growth
-$167M
(-4.1%)
Holding
31
Top Buys
| 1 | +$221M | |
| 2 | +$199M | |
| 3 | +$152M | |
| 4 |
Pinduoduo
PDD
|
+$119M |
| 5 |
Full Truck Alliance
YMM
|
+$118M |
Top Sells
| 1 | +$292M | |
| 2 | +$85.1M | |
| 3 | +$76.9M | |
| 4 |
NBIS
Nebius Group N.V.
NBIS
|
+$53.4M |
| 5 |
KE Holdings
BEKE
|
+$28.3M |
Sector Composition
| 1 | Communication Services | 38.86% |
| 2 | Consumer Discretionary | 29.88% |
| 3 | Technology | 23.08% |
| 4 | Financials | 4.61% |
| 5 | Consumer Staples | 2.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Alphabet (Google) Class A
GOOGL
$4.39T
| $840M | 21.66% |
2,921,634
+231,634
|
|
||
|
2
Pinduoduo
PDD
$116B
| $522M | 13.45% |
5,103,804
+1,135,534
|
|
||
3
NetEase
NTES
$80.6B
| $357M | 9.21% |
3,190,000
-22,200
|
|
||
|
4
Full Truck Alliance
YMM
$8.76B
| $340M | 8.77% |
40,957,519
+12,359,640
|
|
||
5
Meta Platforms (Facebook)
META
$1.44T
| $310M | 7.99% |
541,689
-455,219
|
|
||
6
Intel
INTC
$626B
| $306M | 7.88% |
6,923,236
+4,332,836
|
|
||
7
Amazon
AMZN
$2.57T
| $209M | 5.4% |
+1,004,700
|
|
||
8
Futu Holdings
FUTU
$13.7B
| $136M | 3.51% |
996,348
-139,473
|
|
||
9
NVIDIA
NVDA
$4.97T
| $133M | 3.43% |
762,748
-75,159
|
|
||
10
Trip.com Group
TCOM
$29.3B
| $130M | 3.34% |
+2,604,281
|
|
||
11
Atour Lifestyle Holdings
ATAT
$4.6B
| $95.4M | 2.46% |
2,591,136
+301,000
|
|
||
12
Alibaba
BABA
$271B
| $88.2M | 2.27% |
703,009
-140,400
|
|
||
13
New Oriental
EDU
$7.43B
| $75.2M | 1.94% |
1,328,218
|
|
||
14
Apple
AAPL
$4.28T
| $63M | 1.63% |
248,368
+35,264
|
|
||
15
Huazhu Hotels Group
HTHT
$13.7B
| $53.5M | 1.38% |
1,063,181
+220,359
|
|
||
16
Qfin Holdings
QFIN
$1.87B
| $42.5M | 1.1% |
3,295,438
|
|
||
17
Sea Limited
SE
$50.8B
| $40.4M | 1.04% |
488,048
+163,901
|
|
||
18
UnitedHealth
UNH
$371B
| $35.3M | 0.91% |
130,310
|
|
||
19
TSMC
TSM
$2.2T
| $28.1M | 0.72% |
83,052
-6,774
|
|
||
20
TAL Education Group
TAL
$5.63B
| $27.8M | 0.72% |
2,448,817
-148,363
|
|
||
|
WRD
21
WeRide Inc
WRD
$2.04B
| $17.8M | 0.46% |
2,201,800
|
|
||
22
MakeMyTrip
MMYT
$4.09B
| $14.5M | 0.37% |
388,557
+131,657
|
|
||
23
Lumentum
LITE
$71.7B
| $7.61M | 0.2% |
+10,822
|
|
||
|
HDL
24
Super Hi International Holding
HDL
$808M
| $3.91M | 0.1% |
268,341
|
|
||
|
RERE
25
ATRenew
RERE
$870M
| $2.46M | 0.06% |
525,000
|
|