13F HOLDINGS REPORT
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003291
Total Value
$1.19B
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 2,484,400 | $338.7M | 28.50% |
| 2 | ALPHABET INC | GOOG | 1,264,650 | $222.9M | 18.76% |
| 3 | NVIDIA CORPORATION | NVDA | 1,099,950 | $173.8M | 14.62% |
| 4 | MINISO GROUP HLDG LTD | MSOGF | 9,335,035 | $170.1M | 14.31% |
| 5 | PDD HOLDINGS INC | PDD | 1,325,050 | $138.7M | 11.67% |
| 6 | ALPHABET INC | GOOG | 328,300 | $57.9M | 4.87% |
| 7 | FULL TRUCK ALLIANCE CO LTD | YMM | 4,279,365 | $50.5M | 4.25% |
| 8 | APPLE INC | AAPL | 82,000 | $16.8M | 1.42% |
| 9 | TESLA INC | TSLA | 29,000 | $9.2M | 0.78% |
| 10 | PDD HOLDINGS INC | PDD | 65,000 | $6.8M | 0.57% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,230 | $731,563 | 0.06% |
| 12 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 20,800 | $676,208 | 0.06% |
| 13 | ROBINHOOD MKTS INC | 770700102 | 4,700 | $440,061 | 0.04% |
| 14 | GDS HLDGS LTD | GDHLF | 13,200 | $403,524 | 0.03% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 2,300 | $260,843 | 0.02% |
| 16 | COINBASE GLOBAL INC | COIN | 700 | $245,343 | 0.02% |
| 17 | TRIP COM GROUP LTD | TRPCF | 3,850 | $225,764 | 0.02% |