Portfolio (Quarterly)
Guide ↗
Greenwoods Asset Management Hong Kong Ltd.
· CIK 0001848138| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | Communication Services | 541,689 | $309.9M | 7.99% | SOLD |
| 2 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,004,700 | $209.2M | 5.40% | SOLD |
| 3 | NVDA | NVIDIA CORPORATION | Technology | 762,748 | $133.0M | 3.43% | SOLD |
| 4 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 703,009 | $88.2M | 2.27% | SOLD |
| 5 | EDU | NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 1,328,218 | $75.2M | 1.94% | SOLD |
| 6 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 130,310 | $35.3M | 0.91% | SOLD |
| 7 | TAL | TAL ED GROUP | Consumer Defensive | 2,448,817 | $27.8M | 0.72% | SOLD |
| 8 | LITE | LUMENTUM HLDGS INC | Technology | 10,822 | $7.6M | 0.20% | SOLD |
Sector Allocation
Technology
41.4%
Communication Services
29.6%
Consumer Cyclical
22.1%
Financial Services
6.9%