13F Notebook
← Dashboard
Fund detail

Greenwoods Asset Management (Jinzhi)

china, value, quality, active

Quarters 21
2024-09-30 $3.15B
Positions 35
Showing 12 of 12 rows (filtered from 47)

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 $609.0M 19.33% 4,517,786 -689,162 -13.24% 18.24% 2021-03-31 $135 ~$95 +41.43%
2 META PLATFORMS INC META $494.3M 15.69% 863,521 -298,220 -25.67% 15.44% 2021-03-31 $572 ~$223 +156.16%
3 NETEASE INC NTES $306.6M 9.73% 3,278,597 -540,910 -14.16% 9.62% 2021-03-31 $94 ~$98 -4.39%
4 TAIWAN SEMICONDUCTOR MFG LTD TSM $299.1M 9.49% 1,722,314 -995,245 -36.62% 12.45% 2021-03-31 $174 ~$134 +29.75%
5 FULL TRUCK ALLIANCE CO LTD YMM $218.2M 6.93% 24,217,383 -2,768,241 -10.26% 5.72% 2021-06-30 $9 ~$8 +15.75%
6 FUTU HLDGS LTD FUTU $180.3M 5.72% 1,884,567 -446,158 -19.14% 4.03% 2021-03-31 $96 ~$49 +93.36%
7 DOORDASH INC DASH $147.4M 4.68% 1,032,907 -233,119 -18.41% 3.63% 2021-06-30 $143 ~$97 +46.69%
8 NEW ORIENTAL ED & TECHNOLOGY EDU $137.3M 4.36% 1,810,734 -192,276 -9.60% 4.10% 2022-09-30 $76 ~$43 +76.57%
9 MICROSOFT CORP MSFT $50.5M 1.60% 117,401 -788,452 -87.04% 10.67% 2021-03-31 $430 ~$312 +38.13%
10 SPDR SER TR XBI $7.0M 0.22% 70,400 -57,400 -44.91% 0.31% 2022-03-31 $99 ~$84 +17.68%
11 AIRBNB INC ABNB $6.6M 0.21% 52,200 -24,646 -32.07% 0.31% 2023-12-31 $127 ~$137 -7.32%
12 NVIDIA CORPORATION NVDA $3.8M 0.12% 31,111 -1,058,993 -97.15% 3.55% 2021-03-31 $121 ~$48 +151.53%