Q3 2024 · 13F-HR
KEYWISE CAPITAL MANAGEMENT (HK) Ltdholdings as filed
Filed 2024-11-14 · accession 0001172661-24-005169
$1.01B
Reported value
15
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $290.7M | 28.7% | 7,814,200 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $179.8M | 17.8% | 1,035,050 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $154.7M | 15.3% | 1,147,200 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $91.4M | 9.03% | 5,209,650 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $72.6M | 7.17% | 956,890 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $60.3M | 5.96% | 496,500 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $50.0M | 4.94% | 214,600 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $39.2M | 3.87% | 1,920,500 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $38.8M | 3.83% | 233,650 | Common | SOLE |
| 92763W103 | VIPS | VIPSHOP HLDGS LTD | $23.8M | 2.35% | 1,513,600 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $8.9M | 0.88% | 238,000 | CALL | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $796,055 | 0.08% | 1,850 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $397,728 | 0.04% | 1,200 | Common | SOLE |
| 36257Y109 | GOTU | GAOTU TECHEDU INC | $360,836 | 0.04% | 92,050 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $146,863 | 0.01% | 16,300 | 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.