13F HOLDINGS REPORT
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002090
Total Value
$925.1M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 4,248,400 | $358.6M | 38.76% |
| 2 | MINISO GROUP HLDG LTD | MSOGF | 9,212,650 | $170.3M | 18.41% |
| 3 | PDD HOLDINGS INC | PDD | 1,152,360 | $136.4M | 14.74% |
| 4 | NVIDIA CORPORATION | NVDA | 1,100,600 | $119.3M | 12.89% |
| 5 | ALPHABET INC | GOOG | 434,650 | $67.2M | 7.27% |
| 6 | FULL TRUCK ALLIANCE CO LTD | YMM | 4,234,400 | $54.1M | 5.85% |
| 7 | PDD HOLDINGS INC | PDD | 65,000 | $7.7M | 0.83% |
| 8 | ALPHABET INC | GOOG | 35,500 | $5.5M | 0.59% |
| 9 | TESLA INC | TSLA | 15,000 | $3.9M | 0.42% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,330 | $718,780 | 0.08% |
| 11 | GDS HLDGS LTD | GDHLF | 13,200 | $334,356 | 0.04% |
| 12 | ALIBABA GROUP HLDG LTD | BBAAY | 2,300 | $304,129 | 0.03% |
| 13 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 10,500 | $297,675 | 0.03% |
| 14 | TRIP COM GROUP LTD | TRPCF | 3,850 | $244,783 | 0.03% |
| 15 | PALANTIR TECHNOLOGIES INC | PLTR | 2,800 | $236,320 | 0.03% |