Research report
Greenwoods Asset Management Q1 2026 13F Holdings and Activi…
Verified Q1 2026 13F holdings for Greenwoods Asset Management, covering institutional activity, data dates, SEC sources, filing limits, and methods.
Greenwoods Asset Management
George Jiang
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
21
Market Value
$2.2B
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
$GOOGL
Alphabet Inc.
29.6%
% of Portfolio
$INTC
Intel Corporation
17.6%
% of Portfolio
$PDD
PDD Holdings Inc.
16.7%
% of Portfolio
$YMM
Full Truck Alliance Co. Ltd.
14.7%
% of Portfolio
$FUTU
Futu Holdings Limited
4.7%
% of Portfolio
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| GOOGL | 29.6% | 21.7% | 20.8% | 9.6% |
| INTC | 17.6% | 7.9% | 2.4% | - |
| PDD | 16.7% | 13.4% | 11.1% | 10.0% |
| YMM | 14.7% | 8.8% | 7.6% | 8.3% |
| FUTU | 4.7% | 3.5% | 4.6% | 3.9% |
| NTES | 3.5% | 9.2% | 10.9% | 11.0% |
| ATAT | 2.6% | - | 2.2% | - |
| QFIN | 2.2% | - | - | 2.1% |
| AAPL | 1.9% | - | - | - |
| TSM | 1.8% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
Trading Summary
All Holdings
$GOOGL
29.6%
$INTC
17.6%
$PDD
16.7%
$YMM
14.7%
$FUTU
4.7%
$NTES
3.5%
$ATAT
2.6%
$QFIN
2.2%
$AAPL
1.9%
$TSM
1.8%
$SE
0.9%
$MMYT
0.9%
$ASML
0.6%
$HTHT
0.6%
$WRD
0.6%
$AAOI
0.4%
$VNET
0.2%
$HDL
0.1%
$RERE
0.1%
$AMAT
0.1%
$TCOM
0.0%