13F Insight
DOSSIER · 13F-HR · Q2 2026

Green Court Capital Management Ltd

$117M in tracked AUM across 3 positions as of Q2 2026.

GC
CIK 0001710785 · last filed Jun 30, 2026
Total AUM
$117M
as of Q2 2026
Holdings
3
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

Green Court Capital Management’s 13F at 2025-12-31 shows a concentrated, high-conviction portfolio with a market value of $260.08 million across only 4 long equity positions. The reported portfolio rose 362.0% quarter-over-quarter (from $56.30M to $260.08M), driven entirely by position additions and large increases rather than any disclosed sales. The average position size is ~$65.02M, but the distribution is uneven: the top two positions alone represent ~80.06% of the portf...

Key Holdings
  • TME (Tencent Music Entertainment Group): $108.73M, 5.89M shares — 41.81% of the portfolio. This is the largest and single most consequential holding. The filer increased this position materially (+467.1%, adding $84.48M), representing a major reallocation of capital into TME during the quarter.
  • PDD Holdings Inc: $99.48M, 857K shares — 38.25% of the portfolio. This is a new position this quarter and immediately became the second-largest stake, signaling strong conviction or a strategic reorientation toward this company.
  • TCOM (Trip.com Group Ltd): $29.79M, 426K shares — 11.46% of the portfolio. This is a meaningful but much smaller holding compared with the top two names.
  • New Oriental Education & Technology Group: $22.08M, 432K shares — 8.49% of the portfolio. Also a new position this quarter.

Together these four positions account for essentially 100% of reported assets (sum of reported percentages ≈100%), demonstrating that Green Court is running a compact book where individual company outcomes will drive portfolio performance.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PDD
PDD HOLDINGS INC
$67M876K57.1%02
ATAT
ATOUR LIFESTYLE HLDGS LTD
$34M1.1M29.3%03
TCOM
TRIP COM GROUP LTD
$16M400K13.6%

Filing history

2026Q2Jun 30
$117M▲ 8.2%
3 positionsView →2026Q1Mar 31
$108M▼ 58.4%
5 positionsView →2025Q4Dec 31
$260M▲ 362.0%
4 positionsView →2025Q3Sep 30
$56M▼ 62.8%
2 positionsView →2025Q2Jun 30
$151M▲ 23.2%
4 positionsLocked2025Q1Mar 31
$123M▼ 18.9%
2 positionsLocked2024Q4Dec 31
$151M▼ 44.9%
3 positionsLocked2024Q3Sep 30
$275M▲ 78.0%
2 positionsLocked2024Q2Jun 30
$154M▼ 38.4%
2 positionsLocked2024Q1Mar 31
$251M▼ 25.5%
2 positionsLocked2023Q4Dec 31
$336M▲ 19.2%
2 positionsLocked2023Q3Sep 30
$282M▲ 22.2%
3 positionsLocked
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