13F HOLDINGS REPORT
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002530
Total Value
$740.7M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,388,900 | $189.0M | 25.51% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 6,444,200 | $148.3M | 20.02% |
| 3 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 1,375,540 | $119.4M | 16.12% |
| 4 | MINISO GROUP HLDG LTD | MSOGF | 5,223,450 | $107.1M | 14.46% |
| 5 | NVIDIA CORPORATION | NVDA | 51,350 | $46.4M | 6.26% |
| 6 | ALPHABET INC | GOOG | 238,350 | $36.0M | 4.86% |
| 7 | PDD HOLDINGS INC | PDD | 238,500 | $27.7M | 3.74% |
| 8 | VIPSHOP HLDGS LTD | VIPS | 1,540,000 | $25.5M | 3.44% |
| 9 | UNITY SOFTWARE INC | U | 876,300 | $23.4M | 3.16% |
| 10 | AUTOHOME INC | ATHM | 487,700 | $12.8M | 1.73% |
| 11 | PALANTIR TECHNOLOGIES INC | PLTR | 139,000 | $3.2M | 0.43% |
| 12 | MICROSOFT CORP | MSFT | 3,550 | $1.5M | 0.20% |
| 13 | EATON CORP PLC | ETN | 1,600 | $500,288 | 0.07% |