KEYWISE CAPITAL MANAGEMENT (HK) Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), KEYWISE CAPITAL MANAGEMENT (HK) Ltd reported 14 stock positions worth $1.0 billion. Its top holding was Palantir Technologies Class A (PLTR) at 29.0% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 17.9%) and PDD (PDD, 15.4%). Compared with Q2 2024, it opened 2 new positions, added to 4 and reduced 7. The biggest buy was PDD (PDD, shares +111%) and the biggest sale Taiwan Semiconductor-SP ADR (TSM, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001474069
- Portfolio Value
- $1.0B (Q3 2024)
- SEC Filing
- 0001172661-24-005169 ↗ filed Nov 14, 2024
Holdings Value
Holdings 14 stocks · $1.0B
| PLTR Palantir Technologies Inc. Class A | 28.99% | 7,814,200 | $290.7M | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 17.93% | 1,035,050 | $179.8M | Reduce -14.4% |
| PDD PDD Holdings Inc. | 15.42% | 1,147,200 | $154.7M | Add +110.9% |
| MNSO Miniso Group Holding Ltd.-ADR | 9.11% | 5,209,650 | $91.4M | Add +0.4% |
| EDU New Oriental Educatio-SP ADR | 7.24% | 956,890 | $72.6M | Reduce -0.6% |
| NVDA Nvidia Corp. | 6.01% | 496,500 | $60.3M | Reduce -2.9% |
| AAPL Apple Inc. | 4.99% | 214,600 | $50.0M | Add +0.4% |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 3.91% | 1,920,500 | $39.2M | New |
| GOOGL Alphabet Inc. Class A | 3.86% | 233,650 | $38.8M | Reduce -0.3% |
| VIPS Vipshop Holdings Ltd. - ADR | 2.37% | 1,513,600 | $23.8M | Reduce -1.1% |
| MSFT Microsoft Corp. | 0.08% | 1,850 | $796K | Reduce -26.0% |
| ETN Eaton Corp. PLC | 0.04% | 1,200 | $398K | No change |
| GOTU Gaotu Techedu Inc. | 0.04% | 92,050 | $361K | Add +216.3% |
| YMM Full Truck Alliance -SPN ADR | 0.01% | 16,300 | $147K | New |
Options reported separately and not counted above: PLTR calls ($8.9M).
Portfolio Sells Q2 2024 → Q3 2024
| TSM Taiwan Semiconductor-SP ADR | Reduce -14.4% | 17.93% | −7.48 |
| EDU New Oriental Educatio-SP ADR | Reduce -0.6% | 7.24% | −1.80 |
| NVDA Nvidia Corp. | Reduce -2.9% | 6.01% | −1.63 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 3.86% | −1.30 |
| MSFT Microsoft Corp. | Reduce -26.0% | 0.08% | −0.06 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -1.1% | 2.37% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.3% | 28.99% | +4.98 |
Portfolio Buys Q2 2024 → Q3 2024
Options Activity Q2 2024 → Q3 2024
| PLTR Palantir Technologies Inc. Class A | call | Add +14.4% | 238,000 | $8.9M |
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 |