KEYWISE CAPITAL MANAGEMENT (HK) Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), KEYWISE CAPITAL MANAGEMENT (HK) Ltd reported 12 stock positions worth $827.2 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 25.4% of the portfolio, followed by Palantir Technologies Class A (PLTR, 24.0%) and Miniso Group Holding Ltd.-ADR (MNSO, 12.0%). Compared with Q1 2024, it opened 2 new positions, sold out of 2, added to 2 and reduced 8. The biggest buy was a new position in Apple (AAPL) and the biggest sale New Oriental Educatio-SP ADR (EDU, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001474069
- Portfolio Value
- $827.2M (Q2 2024)
- SEC Filing
- 0001172661-24-003566 ↗ filed Aug 14, 2024
Holdings Value
Holdings 12 stocks · $827.2M
| TSM Taiwan Semiconductor-SP ADR | 25.40% | 1,208,950 | $210.1M | Reduce -13.0% |
| PLTR Palantir Technologies Inc. Class A | 24.01% | 7,839,400 | $198.6M | Add +21.6% |
| MNSO Miniso Group Holding Ltd.-ADR | 11.96% | 5,187,050 | $98.9M | Reduce -0.7% |
| EDU New Oriental Educatio-SP ADR | 9.04% | 962,140 | $74.8M | Reduce -30.1% |
| PDD PDD Holdings Inc. | 8.74% | 543,900 | $72.3M | Add +128.1% |
| NVDA Nvidia Corp. | 7.64% | 511,500 | $63.2M | Reduce -0.4% |
| AAPL Apple Inc. | 5.44% | 213,700 | $45.0M | New |
| GOOGL Alphabet Inc. Class A | 5.16% | 234,300 | $42.7M | Reduce -1.7% |
| VIPS Vipshop Holdings Ltd. - ADR | 2.41% | 1,531,100 | $19.9M | Reduce -0.6% |
| MSFT Microsoft Corp. | 0.14% | 2,500 | $1.1M | Reduce -29.6% |
| ETN Eaton Corp. PLC | 0.05% | 1,200 | $376K | Reduce -25.0% |
| GOTU Gaotu Techedu Inc. | 0.02% | 29,100 | $143K | New |
Options reported separately and not counted above: PLTR calls ($5.3M).
Portfolio Sells Q1 2024 → Q2 2024
| EDU New Oriental Educatio-SP ADR | Reduce -30.1% | 9.04% | −7.15 |
| U Unity Software Inc. | Sold out | 0.00% | −3.17 |
| MNSO Miniso Group Holding Ltd.-ADR | Reduce -0.7% | 11.96% | −2.56 |
| ATHM Autohome Inc.-ADR | Sold out | 0.00% | −1.73 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -0.6% | 2.41% | −1.05 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -13.0% | 25.40% | −0.22 |
| MSFT Microsoft Corp. | Reduce -29.6% | 0.14% | −0.07 |
| ETN Eaton Corp. PLC | Reduce -25.0% | 0.05% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 5.16% | +0.28 |
| NVDA Nvidia Corp. | Reduce -0.4% | 7.64% | +1.35 |
Portfolio Buys Q1 2024 → Q2 2024
Options Activity Q1 2024 → Q2 2024
| PLTR Palantir Technologies Inc. Class A | call | Add +49.6% | 208,000 | $5.3M |
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 |