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Fund detail

Greenwoods Asset Management (Jinzhi)

china, value, quality, active

Quarters 21
2023-09-30 $2.55B
Positions 31
Showing 30 of 36 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 PDD HOLDINGS INC PDD $505.9M 19.84% 5,158,616 +456,950 +9.72% 15.71% 2021-03-31 $98 ~$83 +18.65%
2 META PLATFORMS INC META $374.0M 14.67% 1,245,702 +197,772 +18.87% 14.54% 2021-03-31 $300 ~$221 +36.10%
3 MICROSOFT CORP MSFT $372.8M 14.62% 1,180,611 +869,311 +279.25% 5.12% 2021-03-31 $316 ~$311 +1.41%
4 NETEASE INC NTES $228.4M 8.96% 2,280,533 -37,800 -1.63% 10.83% 2021-03-31 $100 ~$97 +3.23%
5 ZTO EXPRESS CAYMAN INC ZTO $177.4M 6.96% 7,339,443 +2,231,443 +43.69% 6.19% 2021-03-31 $24 ~$27 -11.30%
6 SHARKNINJA INC $136.1M 5.34% 2,935,540 +2,935,540 2023-09-30 $46 ~$46 +0.00%
7 NEW ORIENTAL ED & TECHNOLOGY EDU $122.7M 4.81% 2,094,888 -2,298,706 -52.32% 8.39% 2022-09-30 $59 ~$35 +66.43%
8 ALPHABET INC GOOGL $116.2M 4.56% 887,868 +887,868 2021-03-31 $131 ~$123 +6.20%
9 DOORDASH INC DASH $94.4M 3.70% 1,187,384 -1,103,369 -48.17% 8.46% 2021-06-30 $79 ~$89 -11.19%
10 FUTU HLDGS LTD FUTU $86.9M 3.41% 1,502,767 -298,955 -16.59% 3.46% 2021-03-31 $58 ~$46 +26.37%
11 FULL TRUCK ALLIANCE CO LTD YMM $69.7M 2.73% 9,897,464 +0 +0.00% 2.98% 2021-06-30 $7 ~$8 -15.21%
12 KANZHUN LIMITED BZ $50.3M 1.97% 3,312,591 -372,354 -10.10% 2.68% 2021-06-30 $15 ~$30 -49.92%
13 NVIDIA CORPORATION NVDA $39.8M 1.56% 91,563 -233,157 -71.80% 6.64% 2021-03-31 $435 ~$230 +89.26%
14 QIFU TECHNOLOGY INC QFIN $37.6M 1.47% 2,446,922 -794,406 -24.51% 2.71% 2021-03-31 $15 ~$24 -36.16%
15 QUALCOMM INC QCOM $26.0M 1.02% 233,800 -230,000 -49.59% 2.67% 2023-06-30 $111 ~$119 -6.70%
16 HELLO GROUP INC MOMO $22.9M 0.90% 3,286,923 +409,288 +14.22% 1.34% 2022-12-31 $7 ~$9 -21.82%
17 JINKOSOLAR HLDG CO LTD JKS $17.3M 0.68% 569,933 +0 +0.00% 1.22% 2022-03-31 $30 ~$46 -33.42%
18 TESLA INC TSLA $13.1M 0.51% 52,300 +52,300 2021-12-31 $250 ~$234 +6.74%
19 TAL EDUCATION GROUP TAL $12.4M 0.49% 1,365,500 -880,000 -39.19% 0.65% 2021-03-31 $9 ~$25 -63.38%
20 VISA INC V $10.5M 0.41% 45,500 +45,500 2023-09-30 $230 ~$230 +0.00%
21 IQIYI INC IQ $9.0M 0.35% 1,898,000 -871,278 -31.46% 0.71% 2023-03-31 $5 ~$7 -33.62%
22 KE HLDGS INC BEKE $7.4M 0.29% 473,941 -2,716,897 -85.15% 2.29% 2021-03-31 $16 ~$26 -40.96%
23 MINISO GROUP HLDG LTD MNSO $4.1M 0.16% 157,600 +157,600 2023-09-30 $26 ~$26 +0.00%
24 SEA LTD SE $3.4M 0.13% 77,092 +77,092 2021-03-31 $44 ~$200 -78.07%
25 LI AUTO INC LI $3.4M 0.13% 94,356 -70,944 -42.92% 0.28% 2021-06-30 $36 ~$31 +15.55%
26 BOSTON SCIENTIFIC CORP BSX $2.5M 0.10% 48,134 +48,134 2023-09-30 $53 ~$53 +0.00%
27 THERMO FISHER SCIENTIFIC INC TMO $2.3M 0.09% 4,579 +4,579 2023-09-30 $506 ~$506 +0.00%
28 ATRENEW INC RERE $1.2M 0.05% 525,000 +0 +0.00% 0.07% 2021-06-30 $2 ~$15 -84.75%
29 111 INC $907K 0.04% 348,863 +0 +0.00% 0.04% 2021-03-31 $3 ~$14 -81.16%
30 MICRON TECHNOLOGY INC MU $717K 0.03% 10,538 +0 +0.00% 0.03% 2022-12-31 $68 ~$50 +36.11%