Greenwoods Asset Management Hong Kong Ltd. Q4 2023 Filing

Filed February 9, 2024

Portfolio Value

$2.8B

Holdings

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (30 positions)

#	Stock	Shares	Value	% Portfolio
1	PDDPDD HOLDINGS INC	4,735,369	$692.8M	24.73%
2	MSFTMICROSOFT CORP	1,180,611	$444.0M	15.85%
3	METAMETA PLATFORMS INC	1,245,702	$440.9M	15.74%
4	NTESNETEASE INC	2,785,653	$259.5M	9.26%
5	ZTOZTO EXPRESS CAYMAN INC	7,009,372	$149.2M	5.32%
6	GOOGLALPHABET INC	887,868	$124.0M	4.43%
7	N1UANEW ORIENTAL ED & TECHNOLOGY	1,662,383	$121.8M	4.35%
8	DASHDOORDASH INC	1,178,626	$116.6M	4.16%
9	FUTUFUTU HLDGS LTD	1,999,467	$109.2M	3.90%
10	YMMFULL TRUCK ALLIANCE CO LTD	9,897,464	$69.4M	2.48%
11	NVDANVIDIA CORPORATION	86,013	$42.6M	1.52%
12	QFINQIFU TECHNOLOGY INC	2,446,922	$38.7M	1.38%
13	BZKANZHUN LIMITED	2,271,391	$37.7M	1.35%
14	TALTAL EDUCATION GROUP	2,175,597	$27.5M	0.98%
15	MOMOHELLO GROUP INC	3,286,923	$22.8M	0.82%
16	JKSJINKOSOLAR HLDG CO LTD	569,933	$21.1M	0.75%
17	XBISPDR SER TR	184,400	$16.5M	0.59%
18	TSLATESLA INC	52,300	$13.0M	0.46%
19	VVISA INC	45,500	$11.8M	0.42%
20	ABNBAIRBNB INC	76,846	$10.5M	0.37%
21	IQIQIYI INC	1,898,000	$9.3M	0.33%
22	TSMTAIWAN SEMICONDUCTOR MFG LTD	84,300	$8.8M	0.31%
23	MNSOMINISO GROUP HLDG LTD	157,600	$3.2M	0.11%
24	BEKEKE HLDGS INC	182,941	$3.0M	0.11%
25	BSXBOSTON SCIENTIFIC CORP	48,134	$2.8M	0.10%
26	TMOTHERMO FISHER SCIENTIFIC INC	4,579	$2.4M	0.09%
27	REREATRENEW INC	525,000	$1.0M	0.04%
28	MUMICRON TECHNOLOGY INC	10,538	$899K	0.03%
29	—111 INC	348,863	$541K	0.02%
30	ZLABZAI LAB LTD	15,100	$413K	0.01%