GAMH
Greenwoods Asset Management (HK) Portfolio holdings
AUM
$4.04B
1-Year Est. Return
49.29%
This Fund
S&P 500
1 Year Est. Return
+49.29%
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 | |
|---|---|---|---|---|---|---|
26
Huazhu Hotels Group
HTHT
$16B
| $14.1M | 0.32% |
360,000
+183,200
|
|
||
27
Spotify
SPOT
$87B
| $9.23M | 0.21% |
+13,226
|
|
||
|
HDL
28
Super Hi International Holding
HDL
$970M
| $5.04M | 0.11% |
268,341
|
|
||
|
RERE
29
ATRenew
RERE
$1.3B
| $2.42M | 0.05% |
525,000
|
|
||
30
Alphabet (Google) Class C
GOOG
$3.91T
| $876K | 0.02% |
+3,596
|
|
||
|
ONC
31
BeOne Medicines Ltd
ONC
$39.2B
| – | – |
-15,502
|
|
||
|
32
Trip.com Group
TCOM
$38.8B
| – | – |
-377,500
|
|
||
33
Microsoft
MSFT
$2.98T
| – | – |
-28,650
|
|
||
|
HSAI
34
Hesai Group
HSAI
$4.09B
| – | – |
-40,291
|
|
||
35
Liberty Media Series C
FWONK
$21.3B
| – | – |
-9,680
|
|
||
|
DQ
36
Daqo New Energy
DQ
$1.59B
| – | – |
-2,672,161
|
|
||
37
Canadian Solar
CSIQ
$1.33B
| – | – |
-335,183
|
|