KEYWISE CAPITAL MANAGEMENT (HK) Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), KEYWISE CAPITAL MANAGEMENT (HK) Ltd reported 12 stock positions worth $737.5 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 25.6% of the portfolio, followed by Palantir Technologies Class A (PLTR, 20.1%) and New Oriental Educatio-SP ADR (EDU, 16.2%). Compared with Q4 2023, it opened 2 new positions, sold out of 1, added to 4 and reduced 5. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +17%) and the biggest sale PDD (PDD, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001474069
- Portfolio Value
- $737.5M (Q1 2024)
- SEC Filing
- 0001172661-24-002530 ↗ filed May 15, 2024
Holdings Value
Holdings 12 stocks · $737.5M
| TSM Taiwan Semiconductor-SP ADR | 25.62% | 1,388,900 | $189.0M | Add +17.1% |
| PLTR Palantir Technologies Inc. Class A | 20.11% | 6,444,200 | $148.3M | Add +22.8% |
| EDU New Oriental Educatio-SP ADR | 16.19% | 1,375,540 | $119.4M | Add +0.1% |
| MNSO Miniso Group Holding Ltd.-ADR | 14.52% | 5,223,450 | $107.1M | Add +37.8% |
| NVDA Nvidia Corp. | 6.29% | 51,350 | $46.4M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 4.88% | 238,350 | $36.0M | Reduce -0.5% |
| PDD PDD Holdings Inc. | 3.76% | 238,500 | $27.7M | Reduce -49.8% |
| VIPS Vipshop Holdings Ltd. - ADR | 3.46% | 1,540,000 | $25.5M | New |
| U Unity Software Inc. | 3.17% | 876,300 | $23.4M | Reduce -0.3% |
| ATHM Autohome Inc.-ADR | 1.73% | 487,700 | $12.8M | No change |
| MSFT Microsoft Corp. | 0.20% | 3,550 | $1.5M | Reduce -22.0% |
| ETN Eaton Corp. PLC | 0.07% | 1,600 | $500K | New |
Options reported separately and not counted above: PLTR calls ($3.2M).
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| TSM Taiwan Semiconductor-SP ADR | Add +17.1% | 25.62% | +5.36 |
| PLTR Palantir Technologies Inc. Class A | Add +22.8% | 20.11% | +5.31 |
| VIPS Vipshop Holdings Ltd. - ADR | New | 3.46% | +3.46 |
| MNSO Miniso Group Holding Ltd.-ADR | Add +37.8% | 14.52% | +1.82 |
| ETN Eaton Corp. PLC | New | 0.07% | +0.07 |
| EDU New Oriental Educatio-SP ADR | Add +0.1% | 16.19% | −0.35 |
Options Activity Q4 2023 → Q1 2024
| PLTR Palantir Technologies Inc. Class A | call | New | 139,000 | $3.2M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $694.4M | TSM, GOOGL, STX, CRCL, PDD |
| Q1 2026 | 10 | $593.3M | TSM, GOOGL, CRCL, PLTR, STX |
| Q4 2025 | 17 | $1.3B | GOOGL, PLTR, EL, CRCL, NVDA |
| Q3 2025 | 19 | $1.2B | PLTR, GOOGL, NVDA, MNSO, CRCL |
| Q2 2025 | 13 | $1.1B | PLTR, GOOGL, NVDA, MNSO, PDD |
| Q1 2025 | 11 | $907.8M | PLTR, MNSO, PDD, NVDA, GOOGL |
| Q4 2024 | 14 | $1.2B | PLTR, MNSO, TSM, PDD, NVDA |
| Q3 2024 | 14 | $1.0B | PLTR, TSM, PDD, MNSO, EDU |
| Q2 2024 | 12 | $827.2M | TSM, PLTR, MNSO, EDU, PDD |
| Q1 2024 | 12 | $737.5M | TSM, PLTR, EDU, MNSO, NVDA |