GuruTrack

Greenwoods Asset Management

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Summary
Greenwoods Asset Management disclosed 35 positions in its latest 13F (2026 Q1), a portfolio value of ~$3.88B, across 4 sectors; top holdings GOOGL, PDD, NTES. This quarter: 3 new, 9 added, 7 trimmed, 6 closed. Data from public SEC 13F filings, delayed up to ~45 days.
Portfolio value$3.88B
Holdings35incl. options
Sectors4
Latest filing2026 Q1
New3$346.52M
Added9$348.00M
Trimmed7$543.30M
Sold6$272.10M

Guru playbook

This quarter at a glance
Focused bookHighly concentrated · top 5 = 62%High turnover · activeCommunication Services-heavy

Circle of competence (by value)

Communication Services32%
Consumer Discretionary20%
Technology15%

Biggest new buy

AMZNAMAZON.COM INC

New buy · of book 5.8%

Biggest add

GOOGLALPHABET INC-CL A

Added +8.6%

Biggest exit

AVGOBROADCOM INC

Exited · was ~$85.07M

⚠️ Tags are auto-derived from public 13F holdings.

Position-weight treemap

By share of portfolio value (2026 Q1, common stock only, top 25).

Sector breakdown

By value (positions with no sector fall under “Uncategorized”).

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.