Q2 2024 · 13F-HR
KEYWISE CAPITAL MANAGEMENT (HK) Ltdholdings as filed
Filed 2024-08-14 · accession 0001172661-24-003566
$832.4M
Reported value
13
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $210.1M | 25.2% | 1,208,950 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $198.6M | 23.9% | 7,839,400 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $98.9M | 11.9% | 5,187,050 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $74.8M | 8.98% | 962,140 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $72.3M | 8.69% | 543,900 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $63.2M | 7.59% | 511,500 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $45.0M | 5.41% | 213,700 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $42.7M | 5.13% | 234,300 | Common | SOLE |
| 92763W103 | VIPS | VIPSHOP HLDGS LTD | $19.9M | 2.39% | 1,531,100 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $5.3M | 0.63% | 208,000 | CALL | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.1M | 0.13% | 2,500 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $376,260 | 0.05% | 1,200 | Common | SOLE |
| 36257Y109 | GOTU | GAOTU TECHEDU INC | $142,590 | 0.02% | 29,100 | 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.