TREE NEWS reports: Greenwoods Asset Management Hong Kong opened new positions in Nvidia and Alibaba Group in the third quarter and increased its stake in TSMC by 892,210 shares, a Bloomberg review of its 13F filing shows. The hedge fund also added 669,130 shares of Atour and 317,830 shares of H World, while cutting 405,500 shares of Full Truck Alliance. It built a 47,300-ADS position in Alibaba and exited Qifu Technology and Trip.com.
Greenwoods Opens Nvidia, Alibaba Positions in Q3, Adds TSMC
AI take
Greenwoods' 13F shows a clear tilt toward AI hardware and Chinese consumer travel, pairing new Nvidia and Alibaba positions with a bigger TSMC stake while trimming Full Truck Alliance and exiting Trip.com and Qifu. The moves matter as a read on how a Hong Kong-based manager is positioning across US and China tech exposure at once. Whether other China-focused funds mirror the Nvidia and Alibaba build is the open question, and the next 13F cycle will show if this is a broader shift or a single manager's call.
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