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Fund detail

Greenwoods Asset Management (Jinzhi)

china, value, quality, active

Quarters 21
2022-12-31 $1.63B
Positions 31
Showing 30 of 34 rows

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↓ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 PINDUODUO INC PDD $454.9M 27.92% 5,578,552 +2,337,492 +72.12% 13.77% 2021-03-31 $82 ~$84 -2.52%
2 JD.COM INC JD $175.9M 10.79% 3,133,000 +1,060,955 +51.20% 7.08% 2021-03-31 $56 ~$63 -11.19%
3 NETEASE INC NTES $125.9M 7.73% 1,733,783 -828,056 -32.32% 13.15% 2021-03-31 $73 ~$99 -26.56%
4 META PLATFORMS INC META $112.0M 6.87% 930,400 +651,793 +233.95% 2.57% 2021-03-31 $120 ~$178 -32.56%
5 KANZHUN LIMITED BZ $89.0M 5.46% 4,367,945 +1,134,300 +35.08% 3.71% 2021-06-30 $20 ~$30 -32.75%
6 DOORDASH INC DASH $86.4M 5.30% 1,769,844 +557,396 +45.97% 4.07% 2021-06-30 $49 ~$99 -50.83%
7 ZTO EXPRESS CAYMAN INC ZTO $83.3M 5.11% 3,100,543 -161,368 -4.95% 5.32% 2021-03-31 $27 ~$29 -7.82%
8 FULL TRUCK ALLIANCE CO LTD YMM $76.4M 4.69% 9,553,977 -4,010,337 -29.57% 6.03% 2021-06-30 $8 ~$9 -9.01%
9 360 DIGITECH INC QFIN $71.0M 4.36% 3,487,153 +1,145,785 +48.94% 2.04% 2021-03-31 $20 ~$24 -15.38%
10 KE HLDGS INC BEKE $66.8M 4.10% 4,785,838 -11,545,632 -70.70% 19.43% 2021-03-31 $14 ~$26 -46.89%
11 SEA LTD SE $61.9M 3.80% 1,189,390 -944,183 -44.25% 8.12% 2021-03-31 $52 ~$200 -74.04%
12 FUTU HLDGS LTD FUTU $41.9M 2.57% 1,030,433 -621,548 -37.62% 4.18% 2021-03-31 $41 ~$50 -18.54%
13 GRAB HOLDINGS LIMITED $39.9M 2.45% 12,389,150 +8,829,450 +248.04% 0.64% 2022-06-30 $3 ~$3 +14.29%
14 TAIWAN SEMICONDUCTOR MFG LTD TSM $39.0M 2.39% 523,842 +523,842 2021-03-31 $74 ~$83 -10.68%
15 NEW ORIENTAL ED & TECHNOLOGY EDU $21.4M 1.31% 613,174 +156,529 +34.28% 0.74% 2022-09-30 $35 ~$25 +37.33%
16 LAS VEGAS SANDS CORP LVS $19.7M 1.21% 409,910 +320,610 +359.03% 0.23% 2022-09-30 $48 ~$42 +15.42%
17 JINKOSOLAR HLDG CO LTD JKS $12.4M 0.76% 303,800 +122,000 +67.11% 0.68% 2022-03-31 $41 ~$48 -15.24%
18 SPDR SER TR XBI $12.0M 0.74% 144,339 -83,500 -36.65% 1.23% 2022-03-31 $83 ~$83 -0.42%
19 MICROSOFT CORP MSFT $11.6M 0.71% 48,200 +0 +0.00% 0.76% 2021-03-31 $240 ~$236 +1.72%
20 HELLO GROUP INC MOMO $9.2M 0.57% 1,029,611 +1,029,611 2022-12-31 $9 ~$9 +0.00%
21 ALIBABA GROUP HLDG LTD BABA $5.0M 0.31% 56,900 -194,398 -77.36% 1.37% 2021-03-31 $88 ~$125 -29.45%
22 RLX TECHNOLOGY INC RLX $3.4M 0.21% 1,460,000 +1,460,000 2022-12-31 $2 ~$2 +0.00%
23 ROBINHOOD MKTS INC HOOD $2.6M 0.16% 321,400 +321,400 2022-12-31 $8 ~$8 +0.00%
24 LULULEMON ATHLETICA INC LULU $1.9M 0.11% 5,810 -7,730 -57.09% 0.26% 2022-03-31 $320 ~$325 -1.34%
25 ATRENEW INC RERE $1.5M 0.09% 525,000 +0 +0.00% 0.08% 2021-06-30 $3 ~$15 -80.67%
26 SNOWFLAKE INC SNOW $1.3M 0.08% 8,800 +8,800 2021-06-30 $144 ~$242 -40.64%
27 TESLA INC TSLA $1.2M 0.07% 9,500 +9,500 2021-12-31 $123 ~$338 -63.53%
28 111 INC $1.1M 0.06% 348,863 -487,577 -58.29% 0.15% 2021-03-31 $3 ~$14 -78.12%
29 MICRON TECHNOLOGY INC MU $527K 0.03% 10,538 +10,538 2022-12-31 $50 ~$50 +0.00%
30 ZAI LAB LTD ZLAB $464K 0.03% 15,100 +15,100 2021-03-31 $31 ~$133 -76.99%