Q4 2024 · 13F-HR
KEYWISE CAPITAL MANAGEMENT (HK) Ltdholdings as filed
Filed 2025-02-14 · accession 0001172661-25-000916
$1.22B
Reported value
17
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $409.5M | 33.5% | 5,414,100 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $219.8M | 18.0% | 9,201,950 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $204.9M | 16.8% | 1,037,480 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $111.3M | 9.11% | 1,147,760 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $65.9M | 5.39% | 490,450 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $53.7M | 4.40% | 214,550 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $45.8M | 3.75% | 4,234,400 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $44.4M | 3.63% | 234,360 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $30.5M | 2.50% | 475,440 | Common | SOLE |
| 92763W103 | VIPS | VIPSHOP HLDGS LTD | $20.4M | 1.67% | 1,513,600 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $6.7M | 0.55% | 35,500 | CALL | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $6.3M | 0.52% | 65,000 | CALL | SOLE |
| 05278C107 | ATHM | AUTOHOME INC | $913,440 | 0.07% | 35,200 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $441,936 | 0.04% | 18,600 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $400,425 | 0.03% | 950 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $211,764 | 0.02% | 2,800 | CALL | SOLE |
| 36257Y109 | GOTU | GAOTU TECHEDU INC | $139,832 | 0.01% | 63,850 | 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.