Filed: 11/14/2025ACC: 0001172661-25-005038
📋 What this filing means
KEYWISE CAPITAL MANAGEMENT (HK) LTD filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $1.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$1.30B
Total AUM (reported)
15.48M
Total Shares
Allocation by class
CL A$444.64M34.1%
CAP STK CL A$322.72M24.8%
SPONSORED ADS$217.41M16.7%
COM$217.36M16.7%
COM CL A$73.28M5.6%
SPONS ADS REP Z$25.53M2.0%
2X ETHER ETF NEW$1.60M0.1%
Portfolio Concentration
Top 3$898.03M68.9%
4–10$397.22M30.5%
11–25$7.84M0.6%
Top 3 weight
68.9%
Top 10 weight
99.4%
Voting Authority Distribution
Total shares with voting rights: 15.48M
Sole
Full voting authority
15.48M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares2.04M
TypeSH
Market value$372.07M
28.55%
Sole
2.04M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.33M
TypeSH
Market value$322.72M
24.77%
Sole
1.33M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.09M
TypeSH
Market value$203.24M
15.60%
Sole
1.09M
Shared
0.00
None
0.00
MINISO GROUP HLDG LTD
SOLEShares8.01M
TypeSH
Market value$180.25M
13.83%
Sole
8.01M
Shared
0.00
None
0.00
CIRCLE INTERNET GROUP INC
SOLEShares549.90K
TypeSH
Market value$72.91M
5.59%
Sole
549.90K
Shared
0.00
None
0.00
LAUDER ESTEE COS INC
SOLEShares823.50K
TypeSH
Market value$72.57M
5.57%
Sole
823.50K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares219.85K
TypeSH
Market value$29.06M
2.23%
Sole
219.85K
Shared
0.00
None
0.00
BILIBILI INC
SOLEShares909K
TypeSH
Market value$25.53M
1.96%
Sole
909K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares355K
TypeSH
Market value$11.91M
0.91%
Sole
355K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares28K
TypeSH
Market value$5.00M
0.38%
Sole
28K
Shared
0.00
None
0.00
VOLATILITY SHS TR
SOLEShares12.30K
TypeSH
Market value$1.60M
0.12%
Sole
12.30K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares4.03K
TypeSH
Market value$1.13M
0.09%
Sole
4.03K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares4.90K
TypeSH
Market value$961.5K
0.07%
Sole
4.90K
Shared
0.00
None
0.00
ATOUR LIFESTYLE HLDGS LTD
SOLEShares25K
TypeSH
Market value$939.8K
0.07%
Sole
25K
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares64K
TypeSH
Market value$830.1K
0.06%
Sole
64K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares2.20K
TypeSH
Market value$659.3K
0.05%
Sole
2.20K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares2.38K
TypeSH
Market value$584.8K
0.04%
Sole
2.38K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares2.50K
TypeSH
Market value$563.9K
0.04%
Sole
2.50K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares2.60K
TypeSH
Market value$372.3K
0.03%
Sole
2.60K
Shared
0.00
None
0.00
GDS HLDGS LTD
SOLEShares5.30K
TypeSH
Market value$205.1K
0.02%
Sole
5.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 2.04M | SH | $372.07M 28.55% | 2.04M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.33M | SH | $322.72M 24.77% | 1.33M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.09M | SH | $203.24M 15.60% | 1.09M | 0.00 | 0.00 |
MINISO GROUP HLDG LTDSOLE | SPONSORED ADS | 8.01M | SH | $180.25M 13.83% | 8.01M | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCSOLE | COM CL A | 549.90K | SH | $72.91M 5.59% | 549.90K | 0.00 | 0.00 |
LAUDER ESTEE COS INCSOLE | CL A | 823.50K | SH | $72.57M 5.57% | 823.50K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 219.85K | SH | $29.06M 2.23% | 219.85K | 0.00 | 0.00 |
BILIBILI INCSOLE | SPONS ADS REP Z | 909K | SH | $25.53M 1.96% | 909K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 355K | SH | $11.91M 0.91% | 355K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 28K | SH | $5.00M 0.38% | 28K | 0.00 | 0.00 |
VOLATILITY SHS TRSOLE | 2X ETHER ETF NEW | 12.30K | SH | $1.60M 0.12% | 12.30K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 4.03K | SH | $1.13M 0.09% | 4.03K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 4.90K | SH | $961.5K 0.07% | 4.90K | 0.00 | 0.00 |
ATOUR LIFESTYLE HLDGS LTDSOLE | SPONSORED ADS | 25K | SH | $939.8K 0.07% | 25K | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 64K | SH | $830.1K 0.06% | 64K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 2.20K | SH | $659.3K 0.05% | 2.20K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 2.38K | SH | $584.8K 0.04% | 2.38K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 2.50K | SH | $563.9K 0.04% | 2.50K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 2.60K | SH | $372.3K 0.03% | 2.60K | 0.00 | 0.00 |
GDS HLDGS LTDSOLE | SPONSORED ADS | 5.30K | SH | $205.1K 0.02% | 5.30K | 0.00 | 0.00 |