Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Greenwoods Asset Management Ltd (CIK 1577133) reported $4.35B across 39 reported positions in its SEC 13F filing for 2020-12-31. Largest positions: PDD ($1.14B, 26.13%), SE ($423.9M, 9.74%), META ($415.4M, 9.54%), ZTO ($396.2M, 9.10%), TSM ($285.2M, 6.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PDD | PINDUODUO INC | $1.14B | 26.13% | 6.4M | Added |
| 2 | SE | SEA LTD | $423.9M | 9.74% | 2.1M | Added |
| 3 | META | FACEBOOK INC | $415.4M | 9.54% | 1.5M | Trimmed |
| 4 | ZTO | ZTO EXPRESS CAYMAN INC | $396.2M | 9.10% | 13.6M | Trimmed |
| 5 | TSM | TSMC | $285.2M | 6.55% | 2.6M | Added |
| 6 | TAL | TAL EDUCATION GROUP | $236.8M | 5.44% | 3.3M | Added |
| 7 | AAPL | APPLE INC | $233.4M | 5.36% | 1.8M | Added |
| 8 | NTES | NETEASE INC | $186.9M | 4.29% | 2.0M | Added |
| 9 | VIPS | VIPSHOP HOLDINGS LTD | $164.8M | 3.79% | 5.9M | Trimmed |
| 10 | BILI | BILIBILI INC | $155.3M | 3.57% | 1.8M | Added |
| 11 | TSLA | TESLA INC | $129.8M | 2.98% | 183,980 | New |
| 12 | MSFT | MICROSOFT CORP | $118.3M | 2.72% | 532,051 | Trimmed |
| 13 | BABA | ALIBABA GROUP HOLDING LTD | $88.5M | 2.03% | 380,421 | Trimmed |
| 14 | BIDU | BAIDU INC | $73.2M | 1.68% | 338,582 | Added |
| 15 | BEKE | KE HOLDINGS INC | $53.7M | 1.23% | 872,655 | Added |
| 16 | JD | JD.COM INC | $40.9M | 0.94% | 465,537 | Trimmed |
| 17 | SY | SO-YOUNG INTERNATIONAL INC | $40.0M | 0.92% | 3.6M | Trimmed |
| 18 | GOOGL | ALPHABET INC | $36.6M | 0.84% | 20,860 | Added |
| 19 | ALB | ALBEMARLE CORP | $29.3M | 0.67% | 198,750 | New |
| 20 | AMZN | AMAZON.COM INC | $28.9M | 0.66% | 8,863 | Hold |
| 21 | DAO | YOUDAO INC | $13.3M | 0.31% | 501,969 | Trimmed |
| 22 | SHOP | SHOPIFY INC | $10.5M | 0.24% | 9,263 | Hold |
| 23 | UBER | UBER TECHNOLOGIES INC | $7.9M | 0.18% | 155,072 | Trimmed |
| 24 | QD | QUDIAN INC | $7.6M | 0.17% | 5.5M | Hold |
| 25 | ZLAB | ZAI LAB LTD | $5.0M | 0.12% | 37,015 | Hold |
Source: SEC Form 13F filings · as of 2020-12-31