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 Q1 2026 13F filing, Greenwoods (managing Greenwoods Asset Management) reported a public portfolio value of $3.9B with 25 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 GOOGL. The top recent sell was NETTF.
Open interactive portfolioLatest 13F portfolio changes
Greenwoods holdings 13F summary: the latest Greenwoods Asset Management portfolio changes show top holdings including Alphabet, PDD, NETEASE COM, FULL TRUCK ALLIANCE CO, and Meta, reported top buys such as Alphabet, PDD, FULL TRUCK ALLIANCE CO, and INTEL, and top sells or reductions such as NETEASE COM, Meta, FUTU HLDGS, and NVIDIA.
Latest filing metadata: quarter Q1 2026; report date 2026-03-31; filing date 2026-05-08; disclosure source SEC 13F.
Greenwoods 13F portfolio and latest holdings overview
Greenwoods's Q1 2026 13F holdings show Greenwoods Asset Management reporting 25 positions with a disclosed portfolio value of $3.9B. For readers searching Greenwoods 13F holdings, Greenwoods portfolio, Greenwoods Asset Management holdings, or latest 13F changes, the latest top holdings include Alphabet, PDD, NETEASE COM, FULL TRUCK ALLIANCE CO, and Meta.
The three largest reported positions add up to roughly 44.3%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Other at 31.1% 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 Alphabet, PDD, FULL TRUCK ALLIANCE CO, INTEL, and Amazon and reported reductions or exits such as NETEASE COM, Meta, FUTU HLDGS, NVIDIA, and Alibaba. Those changes should be read as historical disclosure signals, not as real-time trade alerts.
The filing metadata lists report date 2026-03-31, filing date 2026-05-08, SEC accession 0001848138-26-000008. 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 61.1% of disclosed value; the largest sector exposure is Communication Services at 30.7%; reported buy and sell activity implies roughly 102.4% turnover this period; cost-basis P&L across 25 tracked positions averages 20.7% (15/19 currently in profit).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| GOOGL whale holders ALPHABET INC | $840.1M | 21.7% | Increased |
| PDD whale holders PDD HOLDINGS INC | $521.5M | 13.4% | Increased |
| NETTF whale holders NETEASE COM INC | $357.1M | 9.2% | Reduced |
| YMM whale holders FULL TRUCK ALLIANCE CO LTD | $339.9M | 8.8% | Increased |
| META whale holders META PLATFORMS INC | $309.9M | 8.0% | Reduced |
| INTC whale holders INTEL CORP | $305.5M | 7.9% | Increased |
| AMZN whale holders AMAZON COM INC | $209.2M | 5.4% | New |
| FUTU whale holders FUTU HLDGS LTD | $136.3M | 3.5% | Reduced |
| NVDA whale holders NVIDIA CORPORATION | $133.0M | 3.4% | Reduced |
| TCOM whale holders TRIP COM GROUP LTD | $129.7M | 3.3% | New |
Top buys
- GOOGL whale holders — ALPHABET INC ($840.1M)
- PDD whale holders — PDD HOLDINGS INC ($521.5M)
- YMM whale holders — FULL TRUCK ALLIANCE CO LTD ($339.9M)
- INTC whale holders — INTEL CORP ($305.5M)
- AMZN whale holders — AMAZON COM INC ($209.2M)
- TCOM whale holders — TRIP COM GROUP LTD ($129.7M)
Top sells
- NETTF whale holders — NETEASE COM INC ($357.1M)
- META whale holders — META PLATFORMS INC ($309.9M)
- FUTU whale holders — FUTU HLDGS LTD ($136.3M)
- NVDA whale holders — NVIDIA CORPORATION ($133.0M)
- BABA whale holders — ALIBABA GROUP HLDG LTD ($88.2M)
- AVGO whale holders — BROADCOM INC ($85.1M)
Allocation
- Other: 31.1%
- Communication Services: 30.7%
- Consumer Discretionary: 21.5%
- Information Technology: 15.8%
- Health Care: 0.9%
Data notes
Report date: 2026-03-31
Disclosure source: SEC 13F
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
Related investor portfolios
- Polen Capital 13F holdings and Polen Capital Management portfolio changes — Polen Capital Management
- John Griffin 13F holdings and Blue Ridge Capital portfolio changes — Blue Ridge Capital
- David Tepper 13F holdings and Appaloosa LP portfolio changes — Appaloosa LP
- John Paulson 13F holdings and Paulson & Co portfolio changes — Paulson & Co
- Mason Hawkins 13F holdings and Southeastern Asset Management portfolio changes — Southeastern Asset Management
- Howard Marks 13F holdings and Oaktree Capital Management portfolio changes — Oaktree Capital Management
- Samuel Isaly 13F holdings and OrbiMed Advisors portfolio changes — OrbiMed Advisors
- Chase Coleman 13F holdings and Tiger Global Management portfolio changes — Tiger Global Management
Learn more in Whale Analyzer Academy
Learn more in Whale Analyzer Academy:
Frequently asked questions
Greenwoods 13F Holdings
The Q1 2026 13F profile for Greenwoods and Greenwoods Asset Management shows 25 reported positions, $3.9B in disclosed portfolio value, and top holdings including Alphabet, PDD, NETEASE COM, FULL TRUCK ALLIANCE CO, and Meta.
What is Greenwoods buying? Latest 13F changes
The latest tracked change data for Greenwoods highlights reported buys such as Alphabet, PDD, FULL TRUCK ALLIANCE CO, and INTEL and reported sells or reductions such as NETEASE COM, Meta, FUTU HLDGS, and NVIDIA.
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.