Q3 2023 · 13F-HR
KEYWISE CAPITAL MANAGEMENT (HK) Ltdholdings as filed
Filed 2023-11-14 · accession 0001172661-23-003999
$603.9M
Reported value
10
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $142.9M | 23.7% | 2,440,640 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $84.6M | 14.0% | 5,285,700 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $83.5M | 13.8% | 3,224,200 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $80.0M | 13.2% | 183,800 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $78.2M | 12.9% | 899,800 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $33.3M | 5.52% | 339,700 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $31.3M | 5.19% | 239,450 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $27.7M | 4.59% | 87,750 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $27.6M | 4.57% | 879,400 | Common | SOLE |
| 05278C107 | ATHM | AUTOHOME INC | $14.8M | 2.45% | 487,700 | 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.