13F HOLDINGS REPORT
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001087
Total Value
$1.30B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 1,263,900 | $395.6M | 30.38% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 2,035,230 | $361.8M | 27.78% |
| 3 | LAUDER ESTEE COS INC | 518439104 | 1,400,800 | $146.7M | 11.26% |
| 4 | CIRCLE INTERNET GROUP INC | CRCL | 1,249,970 | $99.1M | 7.61% |
| 5 | NVIDIA CORPORATION | NVDA | 477,190 | $89.0M | 6.83% |
| 6 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 1,481,837 | $58.4M | 4.48% |
| 7 | ORACLE CORP | ORCL-PD | 247,300 | $48.2M | 3.70% |
| 8 | MINISO GROUP HLDG LTD | MSOGF | 2,290,675 | $43.0M | 3.30% |
| 9 | BILIBILI INC | BLBLF | 1,054,000 | $25.9M | 1.99% |
| 10 | ALPHABET INC | GOOG | 60,000 | $18.8M | 1.45% |
| 11 | ZOOZ STRATEGY LTD | ZOOZW | 8,000,000 | $3.5M | 0.27% |
| 12 | BILIBILI INC | BLBLF | 126,080 | $3.1M | 0.24% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 6,860 | $2.1M | 0.16% |
| 14 | PDD HOLDINGS INC | PDD | 16,500 | $1.9M | 0.14% |
| 15 | HOWMET AEROSPACE INC | HWM | 7,900 | $1.6M | 0.12% |
| 16 | FULL TRUCK ALLIANCE CO LTD | YMM | 135,200 | $1.5M | 0.11% |
| 17 | ANALOG DEVICES INC | ADI | 4,180 | $1.1M | 0.09% |
| 18 | VOLATILITY SHS TR | 92864M798 | 12,300 | $672,810 | 0.05% |
| 19 | INTEL CORP | INTC | 12,520 | $461,988 | 0.04% |