KEYWISE CAPITAL MANAGEMENT (HK) Ltd 13F Holdings

CIK 0001474069 · HONG KONG, K3

As of Sep 30, 2025, KEYWISE CAPITAL MANAGEMENT (HK) Ltd reported 20 positions worth .3B in its SEC Form 13F filing.

Top 20 holdings

SecurityTickerSectorSharesValue% of portfolio
PALANTIR TECHNOLOGIES INCPLTRTechnology2,039,650$372.1M28.55%
ALPHABET INCGOOGLEquity1,327,500$322.7M24.77%
NVIDIA CORPNVDATechnology1,089,300$203.2M15.60%
MINISO GROUP HOLDING LTDMNSOConsumer Cyclical8,010,921 80.2M13.83%
CIRCLE INTERNET GROUP INCCRCLFinancial Services549,900$72.9M5.59%
ESTEE LAUDER COMPANIES INCELConsumer Defensive823,500$72.6M5.57%
PDD HOLDINGS INCPDDConsumer Cyclical219,850$29.1M2.23%
BILIBILI INCBILICommunication Services909,000$25.5M1.96%
INTEL CORPINTCTechnology355,000 1.9M0.91%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical28,000$5.0M0.38%
VOLATILITY SHS TRETHU—12,300 .6M0.12%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology4,030 .1M0.09%
HOWMET AEROSPACE INCHWMIndustrials4,900$961.5K0.07%
ATOUR LIFESTYLE HOLDINGS LTDATATConsumer Cyclical25,000$939.8K0.07%
FULL TRUCK ALLIANCE CO LTDYMMTechnology64,000$830.1K0.06%
ZSCALER INCZSTechnology2,200$659.3K0.05%
ANALOG DEVICES INCADITechnology2,380$584.8K0.04%
SNOWFLAKE INCSNOWTechnology2,500$563.9K0.04%
ROBINHOOD MARKETS INC - AHOODEquity2,600$372.3K0.03%
GDS HOLDINGS LTDGDSTechnology5,300$205.1K0.02%