GOOG Return Rate
Total Assets$Alphabet - C(GOOG.US) was lowered to 306 last week. When $NVIDIA(NVDA.US) was at 170, I had no bullets to add to my position. This highlights the importance of having dry powder. If only I had 20% of my portfolio in cash. I'm usually fully invested, and I need to change that. $Invesco QQQ Trust(QQQ.US)
Greenwoods Asset Management's U.S. stock holdings.
1. $Alphabet(GOOGL.US)：842,000,000 ÷ 2,690,000 ≈ $313.01
2. $Meta Platforms(META.US)：658,000,000 ÷ 996,908 ≈ $660.04
3. $PDD(PDD.US)：450,000,000 ÷ 3,968,270 ≈ $113.40
4. $NetEase(NTES.US)：442,000,000 ÷ 3,212,200 ≈ $137.60
5. $Full Truck Alliance(YMM.US)：307,000,000 ÷ 28,597,879 ≈ $10.74
6. $Futu(FUTU.US)：187,000,000 ÷ 1,135,821 ≈ $164.64
7. $NVIDIA(NVDA.US)：156,000,000 ÷ 837,907 ≈ $186.18
8. $Alibaba(BABA.US)：124,000,000 ÷ 843,409 ≈ $147.02
9. $Intel(INTC.US)：96,000,000 ÷ 2,590,400 ≈ $37.06
10. $Broadcom(AVGO.US)：85,000,000 ÷ 245,800 ≈ $345.81
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