13F HOLDINGS REPORT
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-005169
Total Value
$1.01B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 7,814,200 | $290.7M | 28.73% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,035,050 | $179.8M | 17.77% |
| 3 | PDD HOLDINGS INC | PDD | 1,147,200 | $154.7M | 15.29% |
| 4 | MINISO GROUP HLDG LTD | MSOGF | 5,209,650 | $91.4M | 9.03% |
| 5 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 956,890 | $72.6M | 7.17% |
| 6 | NVIDIA CORPORATION | NVDA | 496,500 | $60.3M | 5.96% |
| 7 | APPLE INC | AAPL | 214,600 | $50.0M | 4.94% |
| 8 | GDS HLDGS LTD | GDHLF | 1,920,500 | $39.2M | 3.87% |
| 9 | ALPHABET INC | GOOG | 233,650 | $38.8M | 3.83% |
| 10 | VIPSHOP HLDGS LTD | VIPS | 1,513,600 | $23.8M | 2.35% |
| 11 | PALANTIR TECHNOLOGIES INC | PLTR | 238,000 | $8.9M | 0.88% |
| 12 | MICROSOFT CORP | MSFT | 1,850 | $796,055 | 0.08% |
| 13 | EATON CORP PLC | ETN | 1,200 | $397,728 | 0.04% |
| 14 | GAOTU TECHEDU INC | GOTU | 92,050 | $360,836 | 0.04% |
| 15 | FULL TRUCK ALLIANCE CO LTD | YMM | 16,300 | $146,863 | 0.01% |