Q1 2024 · 13F-HR
KEYWISE CAPITAL MANAGEMENT (HK) Ltdholdings as filed
Filed 2024-05-15 · accession 0001172661-24-002530
$740.7M
Reported value
13
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $189.0M | 25.5% | 1,388,900 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $148.3M | 20.0% | 6,444,200 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $119.4M | 16.1% | 1,375,540 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $107.1M | 14.5% | 5,223,450 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $46.4M | 6.26% | 51,350 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $36.0M | 4.86% | 238,350 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $27.7M | 3.74% | 238,500 | Common | SOLE |
| 92763W103 | VIPS | VIPSHOP HLDGS LTD | $25.5M | 3.44% | 1,540,000 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $23.4M | 3.16% | 876,300 | Common | SOLE |
| 05278C107 | ATHM | AUTOHOME INC | $12.8M | 1.73% | 487,700 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $3.2M | 0.43% | 139,000 | CALL | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.5M | 0.20% | 3,550 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $500,288 | 0.07% | 1,600 | 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.