Q1 2025 · 13F-HR
KEYWISE CAPITAL MANAGEMENT (HK) Ltdholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002090
$925.1M
Reported value
15
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $358.6M | 38.8% | 4,248,400 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $170.3M | 18.4% | 9,212,650 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $136.4M | 14.7% | 1,152,360 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $119.3M | 12.9% | 1,100,600 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $67.2M | 7.27% | 434,650 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $54.1M | 5.85% | 4,234,400 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $7.7M | 0.83% | 65,000 | CALL | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $5.5M | 0.59% | 35,500 | CALL | SOLE |
| 88160R101 | TSLA | TESLA INC | $3.9M | 0.42% | 15,000 | PUT | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $718,780 | 0.08% | 4,330 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $334,356 | 0.04% | 13,200 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $304,129 | 0.03% | 2,300 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $297,675 | 0.03% | 10,500 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $244,783 | 0.03% | 3,850 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $236,320 | 0.03% | 2,800 | CALL | 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.