Greenwoods Asset Management Hong Kong Ltd.
大師景林資產
- SEC CIK
- 0001848138
- 主理人
- 蔣錦志
- 風格
- 成長
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/7。SEC
- 持股檔數
- 21
- 較 2026 年第 1 季 −4
- 總值
- $21.86 億
- 較 2026 年第 1 季 −$16.93 億 (−43.6%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| GOOGLALPHABET INC CAP STK CL A | Stock | 1,810,357 | $6.47 億 | 29.60% | −1,111,277−38.0% | 減碼 | 查看 |
| INTCINTEL CORP COM | Stock | 2,751,193 | $3.84 億 | 17.58% | −4,172,043−60.3% | 減碼 | 查看 |
| PDDPDD HOLDINGS INC | SPONSORED ADS | 4,785,666 | $3.65 億 | 16.70% | −318,138−6.2% | 減碼 | 查看 |
| YMMFULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 39,452,419 | $3.2 億 | 14.66% | −1,505,100−3.7% | 減碼 | 查看 |
| FUTUFUTU HLDGS LTD | SPON ADS CL A | 1,093,634 | $1.03 億 | 4.69% | +97,286+9.8% | 加碼 | 查看 |
| NTESNETEASE COM INC | SPONSORED ADS | 600,631 | $7,696.49 萬 | 3.52% | −2,589,369−81.2% | 減碼 | 查看 |
| ATATATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | 1,788,400 | $5,687.11 萬 | 2.60% | −802,736−31.0% | 減碼 | 查看 |
| QFINQFIN HOLDINGS INC | AMERICAN DEP | 3,031,438 | $4,792.7 萬 | 2.19% | −264,000−8.0% | 減碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 146,668 | $4,243.99 萬 | 1.94% | −101,700−40.9% | 減碼 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 83,052 | $3,966.31 萬 | 1.81% | 00.0% | 不變 | 查看 |
| SESEA LTD | SPONSORD ADS | 216,978 | $2,079.3 萬 | 0.95% | −271,070−55.5% | 減碼 | 查看 |
| MMYTMAKEMYTRIP LIMITED MAURITIUS SHS | Stock | 388,557 | $2,070.62 萬 | 0.95% | 00.0% | 不變 | 查看 |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 7,070 | $1,406.53 萬 | 0.64% | +7,070 | 新進 | 查看 |
| HTHTH WORLD GROUP LTD | SPONSORED ADS | 321,572 | $1,341.6 萬 | 0.61% | −741,609−69.8% | 減碼 | 查看 |
| WRDWERIDE INC SPONSORED ADS | ADR | 2,201,800 | $1,281.45 萬 | 0.59% | 00.0% | 不變 | 查看 |
| AAOIAPPLIED OPTOELECTRONICS INC | COM | 53,520 | $792.95 萬 | 0.36% | +53,520 | 新進 | 查看 |
| VNETVNET GROUP INC | SPONSORED ADS A | 648,500 | $521.39 萬 | 0.24% | +648,500 | 新進 | 查看 |
| HDLSUPER HI INTL HLDG LTD | SPONSORED ADS | 268,341 | $332.74 萬 | 0.15% | 00.0% | 不變 | 查看 |
| REREATRENEW INC | SPONSORED ADS | 525,000 | $203.18 萬 | 0.09% | 00.0% | 不變 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 2,520 | $182.2 萬 | 0.08% | +2,520 | 新進 | 查看 |
| TCOMTRIP COM GROUP LTD | ADS | 12,000 | $47.81 萬 | 0.02% | −2,592,281−99.5% | 減碼 | 查看 |
2026 年第 1 季 之後清倉（8 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| METAMETA PLATFORMS INC CL A | Stock | 541,689 | $3.1 億 | 7.99% |
| AMZNAMAZON COM INC COM | Stock | 1,004,700 | $2.09 億 | 5.40% |
| NVDANVIDIA CORPORATION COM | Stock | 762,748 | $1.33 億 | 3.43% |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 703,009 | $8,819.95 萬 | 2.27% |
| EDUNEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 1,328,218 | $7,521.7 萬 | 1.94% |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 130,310 | $3,526.06 萬 | 0.91% |
| TALTAL ED GROUP | SPONSORED ADS | 2,448,817 | $2,784.3 萬 | 0.72% |
| LITELUMENTUM HLDGS INC | COM | 10,822 | $760.53 萬 | 0.20% |