Q4 2023 · 13F-HR
KEYWISE CAPITAL MANAGEMENT (HK) Ltdholdings as filed
Filed 2024-02-14 · accession 0001172661-24-001458
$608.9M
Reported value
11
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $123.4M | 20.3% | 1,186,400 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $100.7M | 16.5% | 1,374,740 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $90.1M | 14.8% | 5,246,000 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $77.3M | 12.7% | 3,789,500 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $69.4M | 11.4% | 474,600 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $37.4M | 6.14% | 150,350 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $36.0M | 5.91% | 879,400 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $33.4M | 5.49% | 239,450 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $25.8M | 4.24% | 52,150 | Common | SOLE |
| 05278C107 | ATHM | AUTOHOME INC | $13.7M | 2.25% | 487,700 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.7M | 0.28% | 4,550 | 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.