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.
📊 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.
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。