Q2 2023 · 13F-HR
KEYWISE CAPITAL MANAGEMENT (HK) Ltdholdings as filed
Filed 2023-08-14 · accession 0001172661-23-003145
$549.0M
Reported value
10
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $162.9M | 29.7% | 385,100 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $156.8M | 28.6% | 3,971,840 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $70.8M | 12.9% | 207,950 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $37.7M | 6.87% | 2,221,600 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $37.2M | 6.77% | 856,500 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $27.7M | 5.04% | 231,350 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $19.5M | 3.56% | 1,274,600 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $16.5M | 3.00% | 163,300 | Common | SOLE |
| 05278C107 | ATHM | AUTOHOME INC | $14.2M | 2.59% | 487,700 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $5.6M | 1.02% | 80,800 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.