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 | +$330M | |
| 2 | +$305M | |
| 3 | +$175M | |
| 4 |
Synopsys
SNPS
|
+$93.5M |
| 5 |
Atour Lifestyle Holdings
ATAT
|
+$76M |
Top Sells
| 1 | +$88.9M | |
| 2 | +$40.5M | |
| 3 | +$37.7M | |
| 4 |
Trip.com Group
TCOM
|
+$22.1M |
| 5 |
KE Holdings
BEKE
|
+$18.1M |
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
$15.1B
| $14.1M | 0.32% |
360,000
+183,200
|
|
||
27
Spotify
SPOT
$97.4B
| $9.23M | 0.21% |
+13,226
|
|
||
|
HDL
28
Super Hi International Holding
HDL
$875M
| $5.04M | 0.11% |
268,341
|
|
||
|
RERE
29
ATRenew
RERE
$1.13B
| $2.42M | 0.05% |
525,000
|
|
||
30
Alphabet (Google) Class C
GOOG
$3.5T
| $876K | 0.02% |
+3,596
|
|
||
31
Canadian Solar
CSIQ
$958M
| – | – |
-335,183
|
|
||
|
DQ
32
Daqo New Energy
DQ
$1.47B
| – | – |
-2,672,161
|
|
||
33
Liberty Media Series C
FWONK
$20.9B
| – | – |
-9,680
|
|
||
|
HSAI
34
Hesai Group
HSAI
$3.12B
| – | – |
-40,291
|
|
||
35
Microsoft
MSFT
$2.76T
| – | – |
-28,650
|
|
||
|
36
Trip.com Group
TCOM
$33.6B
| – | – |
-377,500
|
|
||
|
ONC
37
BeOne Medicines Ltd
ONC
$31.5B
| – | – |
-15,502
|
|