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Fund detail

Greenwoods Asset Management (Jinzhi)

china, value, quality, active

Quarters 21
2021-12-31 $2.70B
Positions 34
Showing 30 of 38 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 $489.5M 18.16% 2,188,208 +268,388 +13.98% 24.72% 2021-03-31 $224 ~$229 -2.36%
2 META PLATFORMS INC META $366.9M 13.61% 1,090,920 -137,700 -11.21% 16.85% 2021-03-31 $336 ~$296 +13.48%
3 ALPHABET INC GOOGL $284.6M 10.56% 98,233 +49,600 +101.99% 5.25% 2021-03-31 $2,897 ~$2,549 +13.67%
4 NETEASE INC NTES $282.2M 10.47% 2,772,957 +0 +0.00% 9.57% 2021-03-31 $102 ~$103 -1.11%
5 KE HLDGS INC BEKE $192.1M 7.12% 9,545,997 -131,950 -1.36% 7.14% 2021-03-31 $20 ~$38 -46.68%
6 ZTO EXPRESS CAYMAN INC ZTO $185.8M 6.89% 6,582,662 +0 +0.00% 8.15% 2021-03-31 $28 ~$29 -3.19%
7 PINDUODUO INC PDD $158.0M 5.86% 2,709,957 +704,588 +35.14% 7.35% 2021-03-31 $58 ~$118 -50.78%
8 JD.COM INC JD $88.7M 3.29% 1,265,401 +510,226 +67.56% 2.20% 2021-03-31 $70 ~$79 -11.19%
9 DOORDASH INC DASH $75.9M 2.82% 510,052 +370,020 +264.24% 1.17% 2021-06-30 $149 ~$178 -16.20%
10 KANZHUN LIMITED BZ $72.0M 2.67% 2,065,250 +744,000 +56.31% 1.92% 2021-06-30 $35 ~$38 -7.45%
11 MICROSOFT CORP MSFT $56.5M 2.10% 168,000 +0 +0.00% 1.91% 2021-03-31 $336 ~$236 +42.65%
12 360 DIGITECH INC QFIN $53.7M 1.99% 2,341,368 +0 +0.00% 1.92% 2021-03-31 $23 ~$28 -17.26%
13 KRANESHARES TR KWEB $50.7M 1.88% 1,389,000 +1,389,000 2021-12-31 $36 ~$36 +0.00%
14 CARVANA CO CVNA $42.6M 1.58% 183,733 +0 +0.00% 2.24% 2021-03-31 $232 ~$292 -20.63%
15 ALIBABA GROUP HLDG LTD BABA $36.4M 1.35% 306,541 +198,000 +182.42% 0.65% 2021-03-31 $119 ~$166 -28.64%
16 NVIDIA CORPORATION NVDA $35.1M 1.30% 119,314 +95,700 +405.27% 0.20% 2021-03-31 $294 ~$227 +29.31%
17 JOYY INC JOYY $32.0M 1.19% 704,364 +0 +0.00% 1.56% 2021-03-31 $45 ~$77 -40.64%
18 BILIBILI INC BILI $31.7M 1.18% 683,039 +160,000 +30.59% 1.40% 2021-03-31 $46 ~$98 -52.43%
19 LI AUTO INC LI $31.6M 1.17% 984,500 +700,500 +246.65% 0.30% 2021-06-30 $32 ~$31 +4.04%
20 WOLFSPEED INC WOLF* $31.3M 1.16% 279,761 +279,761 2021-12-31 $112 ~$112 +0.00%
21 FUTU HLDGS LTD FUTU $22.7M 0.84% 524,409 +478,193 +1034.69% 0.17% 2021-03-31 $43 ~$76 -42.75%
22 TESLA INC TSLA $15.1M 0.56% 14,285 +14,285 2021-12-31 $1,057 ~$1,057 +0.00%
23 FULL TRUCK ALLIANCE CO LTD YMM $11.7M 0.43% 1,394,548 +0 +0.00% 0.86% 2021-06-30 $8 ~$18 -54.33%
24 XPENG INC XPEV $11.0M 0.41% 218,370 +80,370 +58.24% 0.20% 2021-09-30 $50 ~$38 +31.54%
25 QUDIAN INC HTT $5.3M 0.20% 5,472,601 +0 +0.00% 0.32% 2021-03-31 $1 ~$2 -57.50%
26 PELOTON INTERACTIVE INC PTON $5.1M 0.19% 143,090 -27,250 -16.00% 0.60% 2021-09-30 $36 ~$87 -58.92%
27 VIPSHOP HOLDINGS LIMITED VIPS $5.0M 0.19% 601,000 +0 +0.00% 0.27% 2021-03-31 $8 ~$27 -68.42%
28 TAIWAN SEMICONDUCTOR MFG LTD TSM $5.0M 0.18% 41,200 -42,200 -50.60% 0.38% 2021-03-31 $120 ~$118 +1.72%
29 ALBEMARLE CORP ALB $4.8M 0.18% 20,600 +0 +0.00% 0.18% 2021-09-30 $234 ~$219 +6.76%
30 SO YOUNG INTERNATIONAL INC SY $4.0M 0.15% 1,247,483 +0 +0.00% 0.21% 2021-03-31 $3 ~$10 -67.68%