Jinglin Asset Q2 US Stock Holdings: Liquidated Meta (META.US) and other popular tech stocks, established positions in ASML (ASML.US) and other AI computing power industry chain companies

According to Jinse Finance APP, based on disclosures by the US Securities and Exchange Commission (SEC), Greenwoods Asset Management has submitted its Q2 holdings report (13F) as of June 30, 2026. The institution significantly reduced its holdings in popular technology stocks such as Meta Platforms Inc. (META.US) and arranged positions in AI computing power industry chain companies such as ASML Holding (ASML.US).

Statistics show that Greenwoods Asset Management’s US stock holdings in Q2 amounted to USD 2.19 billion, a quarter-on-quarter decrease of 44%. The institution added four new stocks to its portfolio during Q2, increased holdings in one stock, reduced holdings in 11 stocks, and completely sold out 8 stocks. Among them, the top ten holdings accounted for 95.31% of the total portfolio value.

Among the top five major holdings, Alphabet (GOOGL.US) ranked first with approximately 1.8104 million shares, a market value of about USD 647 million, accounting for 29.60% of the portfolio, and the number of shares held decreased significantly by 38% from the previous quarter.

Intel (INTC.US) ranked second with about 2.7512 million shares, a market value of about USD 384 million, accounting for 17.58% of the portfolio, and the number of shares held fell sharply by 60% from the previous quarter.

Pinduoduo (PDD.US) ranked third with approximately 4.7857 million shares, a market value of about USD 365 million, accounting for 16.70% of the portfolio.

Full Truck Alliance (YMM.US) ranked fourth with about 39.45 million shares, a market value of about USD 320 million, accounting for 14.66% of the portfolio.

Futu Holdings (FUTU.US) ranked fifth with about 1.09 million shares, a market value of about USD 103 million, accounting for 4.69% of the portfolio.

It is worth noting that in Q2, Greenwoods Asset Management opened new positions in AI computing power industry chain companies such as ASML Holding (ASML.US), US optical module manufacturer Applied Optoelectronics (AAOI.US), 21Vianet Group (VNET.US), and Applied Materials (AMAT.US), and completely exited popular technology stocks including Meta Platforms Inc. (META.US), NVIDIA (NVDA.US), Amazon (AMZN.US) as well as optical component supplier Lumentum (LITE.US).

In terms of changes in position ratios, the top five buys were: Futu Holdings, ASML Holding, Applied Optoelectronics, 21Vianet Group, and Applied Materials. Meanwhile, the institution also significantly reduced its holdings in Meta, Amazon, and NVIDIA.