GAMH
Greenwoods Asset Management (HK) Portfolio holdings
AUM
$2.87B
This Quarter Return
+6.69%
1 Year Return
+45.37%
3 Year Return
+233.04%
5 Year Return
–
10 Year Return
–
AUM
$2.36B
AUM Growth
–
Cap. Flow
+$2.36B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
88.34%
Holding
34
New
34
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Sea Limited
SE
|
$511M |
| 2 |
Pinduoduo
PDD
|
$350M |
| 3 |
Meta Platforms (Facebook)
META
|
$336M |
| 4 |
ZTO Express
ZTO
|
$312M |
| 5 |
NetEase
NTES
|
$254M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 41.24% |
| 2 | Communication Services | 29.79% |
| 3 | Industrials | 13.2% |
| 4 | Technology | 8.16% |
| 5 | Financials | 3.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
XYZ
26
Block, Inc.
XYZ
$48.5B
| $3.97M | 0.17% |
+17,500
| New | +$3.97M |
|
27
Carvana
CVNA
$51.4B
| $3.6M | 0.15% |
+13,700
| New | +$3.6M |
|
28
KE Holdings
BEKE
$20.8B
| $3.34M | 0.14% |
+58,600
| New | +$3.34M |
|
29
Wynn Resorts
WYNN
$13.2B
| $3.27M | 0.14% |
+26,065
| New | +$3.27M |
|
30
HUTCHMED
HCM
$2.58B
| $2.83M | 0.12% |
+100,169
| New | +$2.83M |
|
|
VNET
31
VNET Group
VNET
$2.33B
| $2.24M | 0.09% |
+69,388
| New | +$2.24M |
|
|
AYX
32
DELISTED
Alteryx, Inc.
AYX
| $1.74M | 0.07% |
+21,013
| New | +$1.74M |
|
|
XYF
33
X Financial
XYF
$621M
| $1.18M | 0.05% |
+315,728
| New | +$1.18M |
|
|
CCM
34
Concord Medical Services
CCM
$22.7M
| $436K | 0.02% |
+113,549
| New | +$436K |
|