13F HOLDINGS REPORT
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000916
Total Value
$1.22B
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 5,414,100 | $409.5M | 33.53% |
| 2 | MINISO GROUP HLDG LTD | MSOGF | 9,201,950 | $219.8M | 18.00% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,037,480 | $204.9M | 16.78% |
| 4 | PDD HOLDINGS INC | PDD | 1,147,760 | $111.3M | 9.11% |
| 5 | NVIDIA CORPORATION | NVDA | 490,450 | $65.9M | 5.39% |
| 6 | APPLE INC | AAPL | 214,550 | $53.7M | 4.40% |
| 7 | FULL TRUCK ALLIANCE CO LTD | YMM | 4,234,400 | $45.8M | 3.75% |
| 8 | ALPHABET INC | GOOG | 234,360 | $44.4M | 3.63% |
| 9 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 475,440 | $30.5M | 2.50% |
| 10 | VIPSHOP HLDGS LTD | VIPS | 1,513,600 | $20.4M | 1.67% |
| 11 | ALPHABET INC | GOOG | 35,500 | $6.7M | 0.55% |
| 12 | PDD HOLDINGS INC | PDD | 65,000 | $6.3M | 0.52% |
| 13 | AUTOHOME INC | ATHM | 35,200 | $913,440 | 0.07% |
| 14 | GDS HLDGS LTD | GDHLF | 18,600 | $441,936 | 0.04% |
| 15 | MICROSOFT CORP | MSFT | 950 | $400,425 | 0.03% |
| 16 | PALANTIR TECHNOLOGIES INC | PLTR | 2,800 | $211,764 | 0.02% |
| 17 | GAOTU TECHEDU INC | GOTU | 63,850 | $139,832 | 0.01% |