Filed: 8/14/2026ACC: 0001172661-26-003743
📋 What this filing means
KEYWISE CAPITAL MANAGEMENT (HK) LTD filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $733.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$733.94M
Total AUM (reported)
4.58M
Total Shares
Allocation by class
SPONSORED ADS$292.73M39.9%
CAP STK CL A$151.65M20.7%
ORD SHS$100.65M13.7%
COM CL A$77.69M10.6%
CL A$34.17M4.7%
COM$33.09M4.5%
CL B NEW$33.03M4.5%
Portfolio Concentration
Top 3$502.52M68.5%
4–10$228.38M31.1%
11–25$3.05M0.4%
Top 3 weight
68.5%
Top 10 weight
99.6%
Voting Authority Distribution
Total shares with voting rights: 4.58M
Sole
Full voting authority
4.58M
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)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares528.60K
TypeSH
Market value$252.44M
34.40%
Sole
528.60K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares424.34K
TypeSH
Market value$151.65M
20.66%
Sole
424.34K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares102K
TypeSH
Market value$98.43M
13.41%
Sole
102K
Shared
0.00
None
0.00
CIRCLE INTERNET GROUP INC
SOLEShares1.24M
TypeSH
Market value$77.69M
10.58%
Sole
1.24M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares528.10K
TypeSH
Market value$40.28M
5.49%
Sole
528.10K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares292.87K
TypeSH
Market value$34.17M
4.66%
Sole
292.87K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares66K
TypeSH
Market value$33.03M
4.50%
Sole
66K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares161.18K
TypeSH
Market value$32.25M
4.39%
Sole
161.18K
Shared
0.00
None
0.00
BILIBILI INC
SOLEShares513.54K
TypeSH
Market value$8.75M
1.19%
Sole
513.54K
Shared
0.00
None
0.00
ZOOZ STRATEGY LTD
SOLEShares400K
TypeSH
Market value$2.22M
0.30%
Sole
400K
Shared
0.00
None
0.00
VOLATILITY SHS TR
SOLEShares141.50K
TypeSH
Market value$1.61M
0.22%
Sole
141.50K
Shared
0.00
None
0.00
CORNING INC
SOLEShares3.30K
TypeSH
Market value$842.9K
0.11%
Sole
3.30K
Shared
0.00
None
0.00
DIREXION SHARES ETF TRUST
SOLEShares181.80K
TypeSH
Market value$589.0K
0.08%
Sole
181.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 528.60K | SH | $252.44M 34.40% | 528.60K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 424.34K | SH | $151.65M 20.66% | 424.34K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 102K | SH | $98.43M 13.41% | 102K | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCSOLE | COM CL A | 1.24M | SH | $77.69M 10.58% | 1.24M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 528.10K | SH | $40.28M 5.49% | 528.10K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 292.87K | SH | $34.17M 4.66% | 292.87K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 66K | SH | $33.03M 4.50% | 66K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 161.18K | SH | $32.25M 4.39% | 161.18K | 0.00 | 0.00 |
BILIBILI INCSOLE | SPONS ADS REP Z | 513.54K | SH | $8.75M 1.19% | 513.54K | 0.00 | 0.00 |
ZOOZ STRATEGY LTDSOLE | ORD SHS | 400K | SH | $2.22M 0.30% | 400K | 0.00 | 0.00 |
VOLATILITY SHS TRSOLE | 2X ETHER ETF NEW | 141.50K | SH | $1.61M 0.22% | 141.50K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 3.30K | SH | $842.9K 0.11% | 3.30K | 0.00 | 0.00 |
DIREXION SHARES ETF TRUSTSOLE | DAI SEM 3X ETF | 181.80K | SH | $589.0K 0.08% | 181.80K | 0.00 | 0.00 |