13F HOLDINGS REPORT
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005038
Total Value
$1.30B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 2,039,650 | $372.1M | 28.55% |
| 2 | ALPHABET INC | GOOG | 1,267,500 | $308.1M | 23.65% |
| 3 | NVIDIA CORPORATION | NVDA | 1,089,300 | $203.2M | 15.60% |
| 4 | MINISO GROUP HLDG LTD | MSOGF | 8,010,921 | $180.2M | 13.83% |
| 5 | CIRCLE INTERNET GROUP INC | CRCL | 549,900 | $72.9M | 5.59% |
| 6 | LAUDER ESTEE COS INC | 518439104 | 823,500 | $72.6M | 5.57% |
| 7 | PDD HOLDINGS INC | PDD | 219,850 | $29.1M | 2.23% |
| 8 | BILIBILI INC | BLBLF | 844,000 | $23.7M | 1.82% |
| 9 | ALPHABET INC | GOOG | 60,000 | $14.6M | 1.12% |
| 10 | INTEL CORP | INTC | 300,000 | $10.1M | 0.77% |
| 11 | ALIBABA GROUP HLDG LTD | BBAAY | 28,000 | $5.0M | 0.38% |
| 12 | INTEL CORP | INTC | 55,000 | $1.8M | 0.14% |
| 13 | BILIBILI INC | BLBLF | 65,000 | $1.8M | 0.14% |
| 14 | VOLATILITY SHS TR | 92864M798 | 12,300 | $1.6M | 0.12% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,030 | $1.1M | 0.09% |
| 16 | HOWMET AEROSPACE INC | HWM | 4,900 | $961,527 | 0.07% |
| 17 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 25,000 | $939,750 | 0.07% |
| 18 | FULL TRUCK ALLIANCE CO LTD | YMM | 64,000 | $830,080 | 0.06% |
| 19 | ZSCALER INC | ZS | 2,200 | $659,252 | 0.05% |
| 20 | ANALOG DEVICES INC | ADI | 2,380 | $584,766 | 0.04% |
| 21 | SNOWFLAKE INC | SNOW | 2,500 | $563,875 | 0.04% |
| 22 | ROBINHOOD MKTS INC | 770700102 | 2,600 | $372,268 | 0.03% |
| 23 | GDS HLDGS LTD | GDHLF | 5,300 | $205,110 | 0.02% |