INTEL CORP
458140100
Increased
SEC source XMLShare change
+4,332,836
Value change
+$209.9M
Weight change
+5.52%
Back to 13F signals
SEC source XML
Q1 2026
Greenwoods / Jinglin
Greenwoods / Jinglin is a China-linked investment manager whose 13F filings reveal selected U.S.-listed equity positions.
Greenwoods Asset Management Hong Kong Ltd., CIK 0001848138. Review four-quarter trends, portfolio structure, quarterly operations, and the complete table of original SEC CUSIP holdings.
Report date: 03/31/2026Filing date: 05/08/20260001848138-26-000008
13F portfolio value change
$3.9B
Q1 2026 disclosed value; -$166.7M / -4.1% vs Q4 2025.
Company-level holdings
25
Multiple CUSIP rows for the same company are combined.
Top 10 weight
84.64%
Concentrated
New / increased
12
New positions 8.94%
Exited / reduced
13
Turnover 36.00%
Latest portfolio moves
New positions, increases, reductions, and exits are shown before charts and raw holdings, with SEC source links on every move.
Increased / new this quarter
Company-level positions whose share count increased or appeared for the first time.
AMAZON COM INC
023135106
New position
SEC source XMLShare change
+1,004,700
Value change
+$209.2M
Weight change
+5.40%
TRIP COM GROUP LTD
89677Q107
New position
SEC source XMLShare change
+2,604,281
Value change
+$129.7M
Weight change
+3.34%
PDD HOLDINGS INC
722304102
Increased
SEC source XMLShare change
+1,135,534
Value change
+$71.5M
Weight change
+2.32%
FULL TRUCK ALLIANCE CO LTD
35969L108
Increased
SEC source XMLShare change
+12,359,640
Value change
+$33.1M
Weight change
+1.18%
H WORLD GROUP LTD
44332N106
Increased
SEC source XMLShare change
+220,359
Value change
+$13.8M
Weight change
+0.40%
LUMENTUM HLDGS INC
55024U109
New position
SEC source XMLShare change
+10,822
Value change
+$7.6M
Weight change
+0.20%
MAKEMYTRIP LIMITED MAURITIUS
V5633W109
Increased
SEC source XMLShare change
+131,657
Value change
-$6.6M
Weight change
-0.15%
Reduced / exited this quarter
Company-level positions whose share count declined or disappeared completely.
META PLATFORMS INC
30303M102
Reduced
SEC source XMLShare change
-455,219
Value change
-$348.1M
Weight change
-8.28%
BROADCOM INC
11135F101
Exited
SEC source XMLShare change
-245,800
Value change
-$85.1M
Weight change
-2.10%
NETEASE COM INC
64110W102
Reduced
SEC source XMLShare change
-22,200
Value change
-$85.0M
Weight change
-1.72%
SYNOPSYS INC
871607107
Exited
SEC source XMLShare change
-163,661
Value change
-$76.9M
Weight change
-1.90%
NEBIUS GROUP N.V.
N97284108
Exited
SEC source XMLShare change
-638,103
Value change
-$53.4M
Weight change
-1.32%
FUTU HLDGS LTD
36118L106
Reduced
SEC source XMLShare change
-139,473
Value change
-$50.3M
Weight change
-1.10%
ALIBABA GROUP HLDG LTD
01609W102
Reduced
SEC source XMLShare change
-140,400
Value change
-$35.4M
Weight change
-0.78%
KE HLDGS INC
482497104
Exited
SEC source XMLShare change
-1,793,195
Value change
-$28.3M
Weight change
-0.70%
SEC source transparency
Signals are derived from SEC EDGAR 13F information tables. Search aliases, tickers, themes, and company mappings help discovery but do not replace the original filing.
Data source
SEC EDGAR
Source filings
16
Latest reporting quarter
2026Q1
Largest increase
Rule-based indicators calculated from company-level changes this quarter.
INTEL CORP
458140100
Increased
SEC source XMLShare change
+4,332,836
Value change
+$209.9M
Weight change
+5.52%
Largest reduction
Rule-based indicators calculated from company-level changes this quarter.
META PLATFORMS INC
30303M102
Reduced
SEC source XMLShare change
-455,219
Value change
-$348.1M
Weight change
-8.28%
Manager profile
Style
Value and growth blended with deep China-company research and attention to U.S.-listed China assets.
History
Jinglin is a well-known Chinese private investment manager; its Hong Kong and U.S. reporting entities disclose selected positions.
Scale
Total China-market assets can be much broader than the U.S. 13F portfolio shown here.
Lead investor
The team is associated with fundamental China-company research and patient public-equity selection.
Record and context
The 13F signal is useful for U.S.-listed China exposure, but it does not represent the full domestic portfolio.
13F scope
13F reports show disclosed U.S.-listed long equity positions. They exclude most shorts, private holdings, cash, derivatives, and non-U.S. positions.
Trends and portfolio structure
Total value over four quarters
Holdings count trend
Quarterly action counts
Top holdings weight
Theme / industry allocation
Technology40.83%
Unclassified29.61%
China assets28.65%
Healthcare0.91%
Four-quarter summary
| Quarter | Filing date | Accession number | Raw rows | Companies | Total holding value | Top10 |
|---|---|---|---|---|---|---|
| Q1 2026 | 05/08/2026 | 0001848138-26-000008 | 25 | 25 | $3,878,030,259 | 84.64% |
| Q4 2025 | 02/06/2026 | 0001848138-26-000006 | 28 | 28 | $4,044,709,984 | 82.85% |
| Q3 2025 | 11/10/2025 | 0001848138-25-000012 | 30 | 29 | $4,440,670,727 | 81.92% |
| Q2 2025 | 08/08/2025 | 0001848138-25-000008 | 28 | 28 | $2,873,618,968 | 88.19% |
Quarterly operations table
| Company | CUSIP | Change | Current shares | Share change | Share change % | Current value | Value change | Weight change | Theme |
|---|---|---|---|---|---|---|---|---|---|
| META PLATFORMS INC 30303M102 | 30303M102 | Reduced | 541,689 | -455,219 | -45.66% | $309,916,528 | -$348,132,474 | -8.28% | Technology |
| INTEL CORP 458140100 | 458140100 | Increased | 6,923,236 | +4,332,836 | +167.27% | $305,522,405 | +$209,936,645 | +5.52% | Unclassified |
| AMAZON COM INC 023135106 | 023135106 | New position | 1,004,700 | +1,004,700 | n/a | $209,248,869 | +$209,248,869 | +5.40% | Technology |
| TRIP COM GROUP LTD 89677Q107 | 89677Q107 | New position | 2,604,281 | +2,604,281 | n/a | $129,667,151 | +$129,667,151 | +3.34% | China assets |
| BROADCOM INC 11135F101 | 11135F101 | Exited | 0 | -245,800 | -100.00% | $0 | -$85,071,380 | -2.10% | Technology |
| NETEASE COM INC 64110W102 | 64110W102 | Reduced | 3,190,000 | -22,200 | -0.69% | $357,088,600 | -$84,974,364 | -1.72% | China assets |
| SYNOPSYS INC 871607107 | 871607107 | Exited | 0 | -163,661 | -100.00% | $0 | -$76,874,845 | -1.90% | Unclassified |
| PDD HOLDINGS INC 722304102 | 722304102 | Increased | 5,103,804 | +1,135,534 | +28.62% | $521,506,693 | +$71,544,558 | +2.32% | China assets |
| NEBIUS GROUP N.V. N97284108 | N97284108 | Exited | 0 | -638,103 | -100.00% | $0 | -$53,412,412 | -1.32% | Unclassified |
| FUTU HLDGS LTD 36118L106 | 36118L106 | Reduced | 996,348 | -139,473 | -12.28% | $136,260,552 | -$50,252,614 | -1.10% | Unclassified |
| ALIBABA GROUP HLDG LTD 01609W102 | 01609W102 | Reduced | 703,009 | -140,400 | -16.65% | $88,199,509 | -$35,427,382 | -0.78% | China assets |
| FULL TRUCK ALLIANCE CO LTD 35969L108 | 35969L108 | Increased | 40,957,519 | +12,359,640 | +43.22% | $339,947,408 | +$33,092,166 | +1.18% | Unclassified |
| KE HLDGS INC 482497104 | 482497104 | Exited | 0 | -1,793,195 | -100.00% | $0 | -$28,260,753 | -0.70% | Unclassified |
| NVIDIA Corp. NVDA | 67066G104 | Reduced | 762,748 | -75,159 | -8.97% | $133,023,251 | -$23,246,405 | -0.43% | Technology |
| QFIN HOLDINGS INC 88557W101 | 88557W101 | Unchanged | 3,295,438 | 0 | +0.00% | $42,544,104 | -$20,958,986 | -0.47% | Unclassified |
| JINKOSOLAR HLDG CO LTD 47759T100 | 47759T100 | Exited | 0 | -780,933 | -100.00% | $0 | -$20,155,881 | -0.50% | Unclassified |
| H WORLD GROUP LTD 44332N106 | 44332N106 | Increased | 1,063,181 | +220,359 | +26.15% | $53,467,373 | +$13,812,597 | +0.40% | Unclassified |
| SPDR SERIES TRUST 78464A870 | 78464A870 | Exited | 0 | -68,265 | -100.00% | $0 | -$8,323,551 | -0.21% | Unclassified |
| UnitedHealth Group Inc. UNH | 91324P102 | Unchanged | 130,310 | 0 | +0.00% | $35,260,583 | -$7,756,051 | -0.15% | Healthcare |
| LUMENTUM HLDGS INC 55024U109 | 55024U109 | New position | 10,822 | +10,822 | n/a | $7,605,269 | +$7,605,269 | +0.20% | Unclassified |
| MAKEMYTRIP LIMITED MAURITIUS V5633W109 | V5633W109 | Increased | 388,557 | +131,657 | +51.25% | $14,489,291 | -$6,607,337 | -0.15% | China assets |
| ATOUR LIFESTYLE HLDGS LTD 04965M106 | 04965M106 | Increased | 2,591,136 | +301,000 | +13.14% | $95,379,716 | +$5,148,358 | +0.23% | Unclassified |
| APPLE INC 037833100 | 037833100 | Increased | 248,368 | +35,264 | +16.55% | $63,033,315 | +$5,098,862 | +0.19% | Technology |
| NEW ORIENTAL ED & TECHNOLOGY 647581206 | 647581206 | Unchanged | 1,328,218 | 0 | +0.00% | $75,216,985 | +$2,125,148 | +0.13% | Unclassified |
| Alphabet Inc. GOOG / GOOGL | 02079K305 | Increased | 2,921,634 | +231,634 | +8.61% | $840,145,073 | -$1,824,927 | +0.85% | Technology |
| WERIDE INC 950915108 | 950915108 | Unchanged | 2,201,800 | 0 | +0.00% | $17,812,562 | -$1,299,062 | -0.01% | Unclassified |
| SEA LTD 81141R100 | 81141R100 | Increased | 488,048 | +163,901 | +50.56% | $40,415,255 | -$936,178 | +0.02% | Unclassified |
| Taiwan Semiconductor Manufacturing Co. Ltd. TSM | 874039100 | Reduced | 83,052 | -6,774 | -7.54% | $28,067,423 | +$770,200 | +0.05% | Technology |
| TAL ED GROUP 874080104 | 874080104 | Reduced | 2,448,817 | -148,363 | -5.71% | $27,843,049 | -$492,185 | +0.02% | Unclassified |
| SUPER HI INTL HLDG LTD 86803S106 | 86803S106 | Unchanged | 268,341 | 0 | +0.00% | $3,907,045 | -$402,511 | -0.01% | Unclassified |
| ATRENEW INC 00138L108 | 00138L108 | Unchanged | 525,000 | 0 | +0.00% | $2,462,250 | -$320,250 | -0.01% | Unclassified |
Showing 31 of 31 changes for this quarter. Portfolio weight is the position’s share of the manager’s total 13F market value for that quarter.
Complete raw holdings table
| Rank | Company | CUSIP | Normalized company | Holding market value | Shares | Weight | Change | Theme | Source |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC CAP STK CL A | 02079K305 | Alphabet Inc. alphabet | $840,145,073 | 2,921,634 | 21.66% | Increased +8.61% | Technology | 05/08/2026 0001848138-26-000008 |
| 2 | PDD HOLDINGS INC SPONSORED ADS | 722304102 | PDD HOLDINGS INC 722304102 | $521,506,693 | 5,103,804 | 13.45% | Increased +28.62% | China assets | 05/08/2026 0001848138-26-000008 |
| 3 | NETEASE COM INC SPONSORED ADS | 64110W102 | NETEASE COM INC 64110W102 | $357,088,600 | 3,190,000 | 9.21% | Reduced -0.69% | China assets | 05/08/2026 0001848138-26-000008 |
| 4 | FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | 35969L108 | FULL TRUCK ALLIANCE CO LTD 35969L108 | $339,947,408 | 40,957,519 | 8.77% | Increased +43.22% | Unclassified | 05/08/2026 0001848138-26-000008 |
| 5 | META PLATFORMS INC CL A | 30303M102 | META PLATFORMS INC 30303M102 | $309,916,528 | 541,689 | 7.99% | Reduced -45.66% | Technology | 05/08/2026 0001848138-26-000008 |
| 6 | INTEL CORP COM | 458140100 | INTEL CORP 458140100 | $305,522,405 | 6,923,236 | 7.88% | Increased +167.27% | Unclassified | 05/08/2026 0001848138-26-000008 |
| 7 | AMAZON COM INC COM | 023135106 | AMAZON COM INC 023135106 | $209,248,869 | 1,004,700 | 5.40% | New position n/a | Technology | 05/08/2026 0001848138-26-000008 |
| 8 | FUTU HLDGS LTD SPON ADS CL A | 36118L106 | FUTU HLDGS LTD 36118L106 | $136,260,552 | 996,348 | 3.51% | Reduced -12.28% | Unclassified | 05/08/2026 0001848138-26-000008 |
| 9 | NVIDIA CORPORATION COM | 67066G104 | NVIDIA Corp. nvidia | $133,023,251 | 762,748 | 3.43% | Reduced -8.97% | Technology | 05/08/2026 0001848138-26-000008 |
| 10 | TRIP COM GROUP LTD ADS | 89677Q107 | TRIP COM GROUP LTD 89677Q107 | $129,667,151 | 2,604,281 | 3.34% | New position n/a | China assets | 05/08/2026 0001848138-26-000008 |
| 11 | ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS | 04965M106 | ATOUR LIFESTYLE HLDGS LTD 04965M106 | $95,379,716 | 2,591,136 | 2.46% | Increased +13.14% | Unclassified | 05/08/2026 0001848138-26-000008 |
| 12 | ALIBABA GROUP HLDG LTD SPONSORED ADS | 01609W102 | ALIBABA GROUP HLDG LTD 01609W102 | $88,199,509 | 703,009 | 2.27% | Reduced -16.65% | China assets | 05/08/2026 0001848138-26-000008 |
| 13 | NEW ORIENTAL ED & TECHNOLOGY SPON ADR | 647581206 | NEW ORIENTAL ED & TECHNOLOGY 647581206 | $75,216,985 | 1,328,218 | 1.94% | Unchanged +0.00% | Unclassified | 05/08/2026 0001848138-26-000008 |
| 14 | APPLE INC COM | 037833100 | APPLE INC 037833100 | $63,033,315 | 248,368 | 1.63% | Increased +16.55% | Technology | 05/08/2026 0001848138-26-000008 |
| 15 | H WORLD GROUP LTD SPONSORED ADS | 44332N106 | H WORLD GROUP LTD 44332N106 | $53,467,373 | 1,063,181 | 1.38% | Increased +26.15% | Unclassified | 05/08/2026 0001848138-26-000008 |
| 16 | QFIN HOLDINGS INC AMERICAN DEP | 88557W101 | QFIN HOLDINGS INC 88557W101 | $42,544,104 | 3,295,438 | 1.10% | Unchanged +0.00% | Unclassified | 05/08/2026 0001848138-26-000008 |
| 17 | SEA LTD SPONSORD ADS | 81141R100 | SEA LTD 81141R100 | $40,415,255 | 488,048 | 1.04% | Increased +50.56% | Unclassified | 05/08/2026 0001848138-26-000008 |
| 18 | UNITEDHEALTH GROUP INC COM | 91324P102 | UnitedHealth Group Inc. 91324P102 | $35,260,583 | 130,310 | 0.91% | Unchanged +0.00% | Healthcare | 05/08/2026 0001848138-26-000008 |
| 19 | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | 874039100 | Taiwan Semiconductor Manufacturing Co. Ltd. 874039100 | $28,067,423 | 83,052 | 0.72% | Reduced -7.54% | Technology | 05/08/2026 0001848138-26-000008 |
| 20 | TAL ED GROUP SPONSORED ADS | 874080104 | TAL ED GROUP 874080104 | $27,843,049 | 2,448,817 | 0.72% | Reduced -5.71% | Unclassified | 05/08/2026 0001848138-26-000008 |
| 21 | WERIDE INC SPONSORED ADS | 950915108 | WERIDE INC 950915108 | $17,812,562 | 2,201,800 | 0.46% | Unchanged +0.00% | Unclassified | 05/08/2026 0001848138-26-000008 |
| 22 | MAKEMYTRIP LIMITED MAURITIUS SHS | V5633W109 | MAKEMYTRIP LIMITED MAURITIUS V5633W109 | $14,489,291 | 388,557 | 0.37% | Increased +51.25% | China assets | 05/08/2026 0001848138-26-000008 |
| 23 | LUMENTUM HLDGS INC COM | 55024U109 | LUMENTUM HLDGS INC 55024U109 | $7,605,269 | 10,822 | 0.20% | New position n/a | Unclassified | 05/08/2026 0001848138-26-000008 |
| 24 | SUPER HI INTL HLDG LTD SPONSORED ADS | 86803S106 | SUPER HI INTL HLDG LTD 86803S106 | $3,907,045 | 268,341 | 0.10% | Unchanged +0.00% | Unclassified | 05/08/2026 0001848138-26-000008 |
| 25 | ATRENEW INC SPONSORED ADS | 00138L108 | ATRENEW INC 00138L108 | $2,462,250 | 525,000 | 0.06% | Unchanged +0.00% | Unclassified | 05/08/2026 0001848138-26-000008 |
SEC filing source
Current filing: 0001848138-26-000008, filed 05/08/2026. Open the SEC source above to inspect the original information table.