KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Net seller this quarter
$734M
10
-$26.6M
94.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $252M | 34.40% | 0.00% | -16.3% | Q4 2019 |
 GOOGL | $152M | 20.66% | 0.00% | -3.8% | Q2 2022 |
 STX | $98.4M | 13.41% | 0.05% | -0.8% | Q1 2026 |
 CRCL | $77.7M | 10.58% | Not reported | -6.6% | Q3 2025 |
 PDD | $40.3M | 5.49% | 0.01% | Not reported | Q4 2019 |
 PLTR | $34.2M | 4.66% | 0.01% | -8.4% | Q1 2021 |
 NVDA | $32.3M | 4.39% | 0.00% | -1.7% | Q1 2022 |
 BILI | $2.27M | 0.31% | Not reported | -16.4% | Q4 2019 |
 ZOOZ | $2.22M | 0.30% | 4.94% | Not reported | Q4 2025 |
 GLW | $843K | 0.11% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| TSM | $213M | 33.87% | 0.00% | +9104.5% | Q4 2019 |
| GOOGL | $127M | 20.13% | 0.00% | -65.1% | Q2 2022 |
| CRCL | $127M | 20.11% | Not reported | +6.2% | Q3 2025 |
| PLTR | $46.8M | 7.43% | 0.01% | -84.3% | Q1 2021 |
| STX | $40.3M | 6.39% | 0.05% | New | Q1 2026 |
| NVDA | $28.6M | 4.54% | 0.00% | -65.6% | Q1 2022 |
| BILI | $3.6M | 0.57% | Not reported | +26.7% | Q4 2019 |
| ZOOZ | $2.41M | 0.38% | 4.94% | Not reported | Q4 2025 |
 ASML | $1.51M | 0.24% | 0.00% | Not reported | Q1 2020 |
| Q4 2025 | |||||
| GOOGL | $396M | 30.38% | 0.01% | -0.3% | Q2 2022 |
| PLTR | $362M | 27.78% | 0.09% | -0.2% | Q1 2021 |
 EL | $147M | 11.26% | Not reported | +70.1% | Q2 2020 |
| CRCL | $99.1M | 7.61% | Not reported | +127.3% | Q3 2025 |
| NVDA | $89M | 6.83% | 0.00% | -56.2% | Q1 2022 |
 ATAT | $58.4M | 4.48% | 0.36% | +5827.4% | Q1 2025 |
 ORCL | $48.2M | 3.70% | 0.01% | New | Q4 2025 |
 MNSO | $43M | 3.30% | 0.19% | -71.4% | Q4 2020 |
| ZOOZ | $3.5M | 0.27% | 4.94% | New | Q4 2025 |
| BILI | $3.1M | 0.24% | Not reported | +94.0% | Q4 2019 |
| TSM | $2.08M | 0.16% | 0.00% | +70.2% | Q4 2019 |
| PDD | $1.87M | 0.14% | 0.00% | -92.5% | Q4 2019 |
 HWM | $1.62M | 0.12% | 0.00% | +61.2% | Q3 2025 |
 YMM | $1.45M | 0.11% | Not reported | +111.3% | Q1 2022 |
 ADI | $1.13M | 0.09% | 0.00% | +75.6% | Q3 2025 |
 INTC | $462K | 0.04% | 0.00% | -77.2% | Q3 2025 |
| Q3 2025 | |||||
| PLTR | $372M | 28.55% | 0.09% | -17.9% | Q1 2021 |
| GOOGL | $308M | 23.65% | 0.01% | +0.2% | Q2 2022 |
| NVDA | $203M | 15.60% | 0.00% | -1.0% | Q1 2022 |
| MNSO | $180M | 13.83% | 0.64% | -14.2% | Q4 2020 |
| CRCL | $72.9M | 5.59% | Not reported | New | Q3 2025 |
| EL | $72.6M | 5.57% | Not reported | Not reported | Q2 2020 |
| PDD | $29.1M | 2.23% | 0.00% | -83.4% | Q4 2019 |
| INTC | $1.85M | 0.14% | 0.00% | New | Q3 2025 |
| BILI | $1.83M | 0.14% | Not reported | Not reported | Q4 2019 |
| TSM | $1.13M | 0.09% | 0.00% | +24.8% | Q4 2019 |
| HWM | $962K | 0.07% | 0.00% | New | Q3 2025 |
| ATAT | $940K | 0.07% | 0.01% | +20.2% | Q1 2025 |
| YMM | $830K | 0.06% | Not reported | -98.5% | Q1 2022 |
 ZS | $659K | 0.05% | 0.00% | New | Q3 2025 |
| ADI | $585K | 0.04% | 0.00% | New | Q3 2025 |
 SNOW | $564K | 0.04% | 0.00% | New | Q3 2025 |
 HOOD | $372K | 0.03% | 0.00% | -44.7% | Q2 2025 |
 GDS | $205K | 0.02% | 0.00% | -59.9% | Q1 2020 |