13F HOLDINGS REPORT
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003566
Total Value
$832.4M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,208,950 | $210.1M | 25.24% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 7,839,400 | $198.6M | 23.85% |
| 3 | MINISO GROUP HLDG LTD | MSOGF | 5,187,050 | $98.9M | 11.88% |
| 4 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 962,140 | $74.8M | 8.98% |
| 5 | PDD HOLDINGS INC | PDD | 543,900 | $72.3M | 8.69% |
| 6 | NVIDIA CORPORATION | NVDA | 511,500 | $63.2M | 7.59% |
| 7 | APPLE INC | AAPL | 213,700 | $45.0M | 5.41% |
| 8 | ALPHABET INC | GOOG | 234,300 | $42.7M | 5.13% |
| 9 | VIPSHOP HLDGS LTD | VIPS | 1,531,100 | $19.9M | 2.39% |
| 10 | PALANTIR TECHNOLOGIES INC | PLTR | 208,000 | $5.3M | 0.63% |
| 11 | MICROSOFT CORP | MSFT | 2,500 | $1.1M | 0.13% |
| 12 | EATON CORP PLC | ETN | 1,200 | $376,260 | 0.05% |
| 13 | GAOTU TECHEDU INC | GOTU | 29,100 | $142,590 | 0.02% |