KEYWISE CAPITAL MANAGEMENT (HK) Ltd: 13F holdings
CIK 14740692026Q2
| Positions | 13 |
|---|
| Reported value | $733.9m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 13 (+3 vs prior quarter) |
|---|
| Reported value | $733.9m (+16.5%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 528,600 | $252.4m | 34.4% |
| GOOGL ALPHABET INC | 424,340 | $151.6m | 20.7% |
| SEAGATE TECHNOLOGY HLDNGS PL | 102,000 | $98.4m | 13.4% |
| CRCL CIRCLE INTERNET GROUP INC | 1,240,417 | $77.7m | 10.6% |
| PDD PDD HOLDINGS INC | 528,100 | $40.3m | 5.5% |
| PLTR PALANTIR TECHNOLOGIES INC | 292,870 | $34.2m | 4.7% |
| NVDA NVIDIA CORPORATION | 161,180 | $32.3m | 4.4% |
| BILI BILIBILI INC | 133,540 | $2.3m | 0.3% |
| ZOOZ STRATEGY LTD | 400,000 | $2.2m | 0.3% |
| VOLATILITY SHS TR | 141,500 | $1.6m | 0.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1474069")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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