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Fund detail

Greenwoods Asset Management (Jinzhi)

china, value, quality, active

Quarters 21
2021-06-30 $2.86B
Positions 37
Showing 30 of 43 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 SEA LTD SE $606.9M 21.23% 2,210,256 -78,017 -3.41% 21.61% 2021-03-31 $275 ~$223 +23.01%
2 FACEBOOK INC META $427.2M 14.94% 1,228,620 +86,700 +7.59% 14.23% 2021-03-31 $348 ~$296 +17.31%
3 PINDUODUO INC PDD $332.5M 11.63% 2,617,997 +0 +0.00% 14.83% 2021-03-31 $127 ~$134 -5.12%
4 ZTO EXPRESS CAYMAN INC ZTO $295.8M 10.34% 9,745,762 -962,000 -8.98% 13.20% 2021-03-31 $30 ~$29 +4.12%
5 NETEASE INC NTES $283.2M 9.90% 2,457,070 +0 +0.00% 10.73% 2021-03-31 $115 ~$103 +11.61%
6 360 DIGITECH INC QFIN $154.8M 5.41% 3,699,622 +796,900 +27.45% 3.19% 2021-03-31 $42 ~$28 +50.97%
7 MICROSOFT CORP MSFT $115.4M 4.04% 426,011 -15,376 -3.48% 4.40% 2021-03-31 $271 ~$236 +14.90%
8 DOORDASH INC DASH $98.6M 3.45% 553,012 +553,012 2021-06-30 $178 ~$178 +0.00%
9 BILIBILI INC BILI $70.6M 2.47% 579,539 +242,353 +71.88% 1.53% 2021-03-31 $122 ~$110 +10.62%
10 ALPHABET INC GOOGL $63.3M 2.21% 25,937 +3,562 +15.92% 1.95% 2021-03-31 $2,442 ~$2,089 +16.91%
11 JD.COM INC JD $60.3M 2.11% 755,175 +65,275 +9.46% 2.46% 2021-03-31 $80 ~$84 -5.14%
12 KANZHUN LIMITED BZ $32.5M 1.14% 818,550 +818,550 2021-06-30 $40 ~$40 +0.00%
13 LI AUTO INC LI $30.9M 1.08% 885,600 +885,600 2021-06-30 $35 ~$35 +0.00%
14 SQUARE INC XYZ $28.0M 0.98% 114,989 +97,489 +557.08% 0.17% 2021-03-31 $244 ~$234 +4.13%
15 TAIWAN SEMICONDUCTOR MFG LTD TSM $27.2M 0.95% 226,500 -118,973 -34.44% 1.73% 2021-03-31 $120 ~$118 +1.59%
16 ALIBABA GROUP HLDG LTD BABA $24.6M 0.86% 108,541 +0 +0.00% 1.04% 2021-03-31 $227 ~$227 +0.02%
17 TAL EDUCATION GROUP TAL $23.3M 0.82% 923,800 +182,396 +24.60% 1.69% 2021-03-31 $25 ~$51 -50.55%
18 CARVANA CO CVNA $23.2M 0.81% 76,833 +63,133 +460.82% 0.15% 2021-03-31 $302 ~$279 +8.33%
19 JOYY INC JOYY $22.5M 0.79% 341,000 +0 +0.00% 1.35% 2021-03-31 $66 ~$94 -29.62%
20 QUDIAN INC HTT $13.2M 0.46% 5,472,601 +0 +0.00% 0.53% 2021-03-31 $2 ~$2 +5.70%
21 AMAZON COM INC AMZN $12.5M 0.44% 3,636 -2,127 -36.91% 0.75% 2021-03-31 $3,440 ~$3,094 +11.18%
22 VIPSHOP HOLDINGS LIMITED VIPS $12.1M 0.42% 601,000 +401,000 +200.50% 0.25% 2021-03-31 $20 ~$27 -24.50%
23 SO YOUNG INTERNATIONAL INC SY $12.0M 0.42% 1,247,483 -1,142,618 -47.81% 1.00% 2021-03-31 $10 ~$10 -2.64%
24 SNOWFLAKE INC SNOW $10.8M 0.38% 44,500 +44,500 2021-06-30 $242 ~$242 +0.00%
25 SERVICENOW INC NOW $9.3M 0.33% 16,958 +6,198 +57.60% 0.23% 2021-03-31 $550 ~$509 +7.94%
26 FUTU HLDGS LTD FUTU $8.3M 0.29% 46,216 +20,300 +78.33% 0.17% 2021-03-31 $179 ~$163 +9.69%
27 AIHUISHOU INTL CO LTD RERE $7.8M 0.27% 525,000 +525,000 2021-06-30 $15 ~$15 +0.00%
28 111 INC $7.6M 0.27% 836,440 +0 +0.00% 0.49% 2021-03-31 $9 ~$14 -34.17%
29 NVIDIA CORPORATION NVDA $7.5M 0.26% 9,339 -185 -1.94% 0.22% 2021-03-31 $800 ~$534 +49.85%
30 UBER TECHNOLOGIES INC UBER $7.1M 0.25% 142,556 -19,800 -12.20% 0.37% 2021-03-31 $50 ~$55 -8.05%