Filed: 8/14/2025ACC: 0001172661-25-003291
📋 What this filing means
KEYWISE CAPITAL MANAGEMENT (HK) LTD filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $1.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$1.19B
Total AUM (reported)
20.34M
Total Shares
Allocation by class
SPONSORED ADS$368.18M31.0%
CL A$338.67M28.5%
CAP STK CL A$280.73M23.6%
COM$199.82M16.8%
COM CL A$685.4K0.1%
ADS$225.8K0.0%
Portfolio Concentration
Top 3$793.18M66.7%
4–10$393.55M33.1%
11–25$1.58M0.1%
Top 3 weight
66.7%
Top 10 weight
99.9%
Voting Authority Distribution
Total shares with voting rights: 20.34M
Sole
Full voting authority
20.34M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares2.48M
TypeSH
Market value$338.67M
28.50%
Sole
2.48M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.59M
TypeSH
Market value$280.73M
23.62%
Sole
1.59M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.10M
TypeSH
Market value$173.78M
14.62%
Sole
1.10M
Shared
0.00
None
0.00
MINISO GROUP HLDG LTD
SOLEShares9.34M
TypeSH
Market value$170.08M
14.31%
Sole
9.34M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares1.39M
TypeSH
Market value$145.48M
12.24%
Sole
1.39M
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares4.28M
TypeSH
Market value$50.54M
4.25%
Sole
4.28M
Shared
0.00
None
0.00
APPLE INC
SOLEShares82K
TypeSH
Market value$16.82M
1.42%
Sole
82K
Shared
0.00
None
0.00
TESLA INC
SOLEShares29K
TypeSH
Market value$9.21M
0.78%
Sole
29K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares3.23K
TypeSH
Market value$731.6K
0.06%
Sole
3.23K
Shared
0.00
None
0.00
ATOUR LIFESTYLE HLDGS LTD
SOLEShares20.80K
TypeSH
Market value$676.2K
0.06%
Sole
20.80K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares4.70K
TypeSH
Market value$440.1K
0.04%
Sole
4.70K
Shared
0.00
None
0.00
GDS HLDGS LTD
SOLEShares13.20K
TypeSH
Market value$403.5K
0.03%
Sole
13.20K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares2.30K
TypeSH
Market value$260.8K
0.02%
Sole
2.30K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares700.00
TypeSH
Market value$245.3K
0.02%
Sole
700.00
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares3.85K
TypeSH
Market value$225.8K
0.02%
Sole
3.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 2.48M | SH | $338.67M 28.50% | 2.48M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.59M | SH | $280.73M 23.62% | 1.59M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.10M | SH | $173.78M 14.62% | 1.10M | 0.00 | 0.00 |
MINISO GROUP HLDG LTDSOLE | SPONSORED ADS | 9.34M | SH | $170.08M 14.31% | 9.34M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 1.39M | SH | $145.48M 12.24% | 1.39M | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 4.28M | SH | $50.54M 4.25% | 4.28M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 82K | SH | $16.82M 1.42% | 82K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 29K | SH | $9.21M 0.78% | 29K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 3.23K | SH | $731.6K 0.06% | 3.23K | 0.00 | 0.00 |
ATOUR LIFESTYLE HLDGS LTDSOLE | SPONSORED ADS | 20.80K | SH | $676.2K 0.06% | 20.80K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 4.70K | SH | $440.1K 0.04% | 4.70K | 0.00 | 0.00 |
GDS HLDGS LTDSOLE | SPONSORED ADS | 13.20K | SH | $403.5K 0.03% | 13.20K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 2.30K | SH | $260.8K 0.02% | 2.30K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 700.00 | SH | $245.3K 0.02% | 700.00 | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 3.85K | SH | $225.8K 0.02% | 3.85K | 0.00 | 0.00 |