Greenwoods Holdings 13F: Latest Greenwoods Asset Management Portfolio Changes
Greenwoods Asset Management. Leading China-focused hedge fund. Jiang Jinzhi is a veteran of the Chinese asset management industry, known for his fundamental research-driven approach and long-term investments in top consumer and healthcare brands in China.
As of the latest Q2 2026 13F filing, Greenwoods (managing Greenwoods Asset Management) reported a public portfolio value of $2.2B with 21 positions. This page tracks latest holdings, latest 13F changes, top buys, top sells, and top holdings from the public filing. The top recent buy was FUTU. The top recent sell was GOOGL.
Open interactive portfolioLatest 13F portfolio changes
Greenwoods holdings 13F summary: the latest Greenwoods Asset Management portfolio changes show top holdings including Alphabet, INTEL, PDD, FULL TRUCK ALLIANCE CO, and FUTU HLDGS, reported top buys such as FUTU HLDGS, ASML HLDG NV, APPLIED OPTOELECTRONICS, and VNET GROUP, and top sells or reductions such as Alphabet, INTEL, PDD, and FULL TRUCK ALLIANCE CO.
Latest filing metadata: quarter Q2 2026; report date 2026-06-30; filing date 2026-08-07; disclosure source SEC 13F.
Greenwoods 13F portfolio and latest holdings overview
Greenwoods's Q2 2026 13F holdings show Greenwoods Asset Management reporting 21 positions with a disclosed portfolio value of $2.2B. For readers searching Greenwoods 13F holdings, Greenwoods portfolio, Greenwoods Asset Management holdings, or latest 13F changes, the latest top holdings include Alphabet, INTEL, PDD, FULL TRUCK ALLIANCE CO, and FUTU HLDGS.
The three largest reported positions add up to roughly 63.9%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Communication Services at 30.6% of the disclosed portfolio. This makes the page useful for comparing the manager's actual disclosed exposure with market narratives around the same names.
The latest change data highlights reported buys such as FUTU HLDGS, ASML HLDG NV, APPLIED OPTOELECTRONICS, VNET GROUP, and APPLIED MATLS and reported reductions or exits such as Alphabet, INTEL, PDD, FULL TRUCK ALLIANCE CO, and Meta. Those changes should be read as historical disclosure signals, not as real-time trade alerts.
The filing metadata lists report date 2026-06-30, filing date 2026-08-07, SEC accession 0001848138-26-000011. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Greenwoods portfolio analytics
the top five positions account for 83.2% of disclosed value; the largest sector exposure is Communication Services at 30.6%; reported buy and sell activity implies roughly 137.0% turnover this period; cost-basis P&L across 21 tracked positions averages 3029.8% (8/14 currently in profit).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| GOOGL whale holders ALPHABET INC | $647.0M | 29.6% | Reduced |
| INTC whale holders INTEL CORP | $384.1M | 17.6% | Reduced |
| PDD whale holders PDD HOLDINGS INC | $365.1M | 16.7% | Reduced |
| YMM whale holders FULL TRUCK ALLIANCE CO LTD | $320.4M | 14.7% | Reduced |
| FUTU whale holders FUTU HLDGS LTD | $102.5M | 4.7% | Increased |
| NETTF whale holders NETEASE COM INC | $77.0M | 3.5% | Reduced |
| ATAT whale holders ATOUR LIFESTYLE HLDGS LTD | $56.9M | 2.6% | Reduced |
| QFNHF whale holders QFIN HOLDINGS INC | $47.9M | 2.2% | Reduced |
| AAPL whale holders APPLE INC | $42.4M | 1.9% | Reduced |
| TSMWF whale holders TAIWAN SEMICONDUCTOR MANUFAC | $39.7M | 1.8% | Held |
Top buys
- FUTU whale holders — FUTU HLDGS LTD ($102.5M)
- ASML whale holders — ASML HLDG NV ($14.1M)
- AAOI whale holders — APPLIED OPTOELECTRONICS INC ($7.9M)
- VNET whale holders — VNET GROUP INC ($5.2M)
- AMAT whale holders — APPLIED MATLS INC ($1.8M)
Top sells
- GOOGL whale holders — ALPHABET INC ($647.0M)
- INTC whale holders — INTEL CORP ($384.1M)
- PDD whale holders — PDD HOLDINGS INC ($365.1M)
- YMM whale holders — FULL TRUCK ALLIANCE CO LTD ($320.4M)
- META whale holders — META PLATFORMS INC ($309.9M)
- AMZN whale holders — AMAZON COM INC ($209.2M)
Allocation
- Communication Services: 30.6%
- Other: 29.7%
- Information Technology: 22.0%
- Consumer Discretionary: 17.6%
Data notes
Report date: 2026-06-30
Disclosure source: SEC 13F
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
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Frequently asked questions
Greenwoods 13F Holdings
The Q2 2026 13F profile for Greenwoods and Greenwoods Asset Management shows 21 reported positions, $2.2B in disclosed portfolio value, and top holdings including Alphabet, INTEL, PDD, FULL TRUCK ALLIANCE CO, and FUTU HLDGS.
What is Greenwoods buying? Latest 13F changes
The latest tracked change data for Greenwoods highlights reported buys such as FUTU HLDGS, ASML HLDG NV, APPLIED OPTOELECTRONICS, and VNET GROUP and reported sells or reductions such as Alphabet, INTEL, PDD, and FULL TRUCK ALLIANCE CO.
Greenwoods Asset Management top holdings
Greenwoods Asset Management top holdings are summarized from public disclosures with reported values, weights, portfolio concentration, top buys, top sells, and filing metadata where available.
Greenwoods buys and sells
Use the top buys and top sells sections above to compare Greenwoods's reported additions, reductions, exits, and latest portfolio activity against other tracked investors.
How delayed is Greenwoods's 13F data?
SEC Form 13F requires institutional investment managers with $100M+ in US equities to disclose their holdings quarterly. Read our comprehensive 13F guide for timing, coverage, and limitations. Read the Whale Analyzer 13F guide.