13F HOLDINGS REPORT
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003145
Total Value
$549.0M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 385,100 | $162.9M | 29.67% |
| 2 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 3,971,840 | $156.8M | 28.57% |
| 3 | MICROSOFT CORP | MSFT | 207,950 | $70.8M | 12.90% |
| 4 | MINISO GROUP HLDG LTD | MSOGF | 2,221,600 | $37.7M | 6.87% |
| 5 | UNITY SOFTWARE INC | U | 856,500 | $37.2M | 6.77% |
| 6 | ALPHABET INC | GOOG | 231,350 | $27.7M | 5.04% |
| 7 | PALANTIR TECHNOLOGIES INC | PLTR | 1,274,600 | $19.5M | 3.56% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 163,300 | $16.5M | 3.00% |
| 9 | AUTOHOME INC | ATHM | 487,700 | $14.2M | 2.59% |
| 10 | PDD HOLDINGS INC | PDD | 80,800 | $5.6M | 1.02% |