Greenwoods Asset Management Hong Kong Q2 2026 13F: largest position changes景林 (Greenwoods Asset Management Hong Kong) 2026年Q2 13F：重点持仓变化

📊 13F持仓｜景林 (Greenwoods Asset Management Hong Kong)

截至2026年6月30日｜美股多头市值 $2.1B

重点增持

• 新建｜阿斯麦 (ASML)｜期末 $14M

• 新建｜Applied Optoelectronics, Inc. (AAOI)｜期末 $8M

• 新建｜应用材料 (AMAT)｜期末 $2M

重点减持

• 减仓 -38%｜谷歌 (GOOGL)｜期末 $840M

• 减仓 -81%｜网易 (NTES)｜期末 $357M

• 清仓｜脸书 (META)｜上季 $310M

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | Greenwoods Asset Management Hong Kong

as of 2026-06-30 | reported long value $2.1B

Largest additions

• New | ASML Holding N.V. (ASML) | quarter-end $14M

• New | Applied Optoelectronics, Inc. (AAOI) | quarter-end $8M

• New | Applied Materials, Inc. (AMAT) | quarter-end $2M

Largest reductions

• Shares -38% | Google (GOOGL) | quarter-end $840M

• Shares -81% | NetEase, Inc. (NTES) | quarter-end $357M

• Exited | Facebook (META) | prior-quarter $310M

Note: 13F is a delayed quarter-end holdings snapshot.