13F HOLDINGS REPORT
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-003999
Total Value
$603.9M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 2,440,640 | $142.9M | 23.66% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 5,285,700 | $84.6M | 14.00% |
| 3 | MINISO GROUP HLDG LTD | MSOGF | 3,224,200 | $83.5M | 13.83% |
| 4 | NVIDIA CORPORATION | NVDA | 183,800 | $80.0M | 13.24% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 899,800 | $78.2M | 12.95% |
| 6 | PDD HOLDINGS INC | PDD | 339,700 | $33.3M | 5.52% |
| 7 | ALPHABET INC | GOOG | 239,450 | $31.3M | 5.19% |
| 8 | MICROSOFT CORP | MSFT | 87,750 | $27.7M | 4.59% |
| 9 | UNITY SOFTWARE INC | U | 879,400 | $27.6M | 4.57% |
| 10 | AUTOHOME INC | ATHM | 487,700 | $14.8M | 2.45% |