Keywise Capital Management (hk) Ltd

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 12Value: $849.9MLatest: 2025Q1

KEYWISE CAPITAL MANAGEMENT (HK) Ltd is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 12 holdings worth $0.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BABA",
  "GOOGL",
  "ATAT",
  "YMM",
  "GDS",
  "MNSO",
  "NVDA",
  "PLTR",
  "TSM",
  "PDD",
  "TCOM",
  "TSLA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 12
Total Value: 849921824
Accession Number: 0001172661-25-002090
Form Type: 13F-HR
CIK: keywise-capital-management-hk
Manager Name: Keywise-Capital-Management-Hk

Data Enrichment

100% identified

12 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

12 positions • $849.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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Palantir Technologies Inc.

PLTR|69608A108

Shares:4.2M

Value:$358.6M

% of Portfolio:42.2% ($358.6M/$849.9M)

MINISO Group Holding Ltd

MNSO|66981J102

Shares:9.2M

Value:$170.3M

% of Portfolio:20.0% ($170.3M/$849.9M)

PDD Holdings Inc.

PDD|722304102

Shares:1.2M

Value:$136.4M

% of Portfolio:16.0% ($136.4M/$849.9M)

NVIDIA CORP

NVDA|67066G104

Shares:1.1M

Value:$119.3M

% of Portfolio:14.0% ($119.3M/$849.9M)

Full Truck Alliance Co. Ltd.

YMM|35969L108

Shares:4.2M

Value:$54.1M

% of Portfolio:6.4% ($54.1M/$849.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:35.5K

Value:$5.5M

% of Portfolio:0.6% ($5.5M/$849.9M)

Tesla, Inc.

TSLA|88160R101

Shares:15.0K

Value:$3.9M

% of Portfolio:0.5% ($3.9M/$849.9M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:4.3K

Value:$718.8K

% of Portfolio:0.1% ($718.8K/$849.9M)

GDS Holdings Ltd

GDS|36165L108

Shares:13.2K

Value:$334.4K

% of Portfolio:0.0% ($334.4K/$849.9M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:2.3K

Value:$304.1K

% of Portfolio:0.0% ($304.1K/$849.9M)

Atour Lifestyle Holdings Ltd

ATAT|04965M106

Shares:10.5K

Value:$297.7K

% of Portfolio:0.0% ($297.7K/$849.9M)

Trip.com Group Ltd

TCOM|89677Q107

Shares:3.9K

Value:$244.8K

% of Portfolio:0.0% ($244.8K/$849.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	4.2M	QoQ +151628.57% (+4.2M) YoY +2956.40% (+4.1M)	All Managers (Combined)	$358.6M	42.2% ($358.6M/$849.9M)	QoQ +169222.90% (+$358.4M) YoY +11110.79% (+$355.4M)
MINISO Group Holding Ltd(MNSOcusip66981J102)	9.2M	QoQ +0.11% (-10.7K) YoY +76.37% (+4.0M)	All Managers (Combined)	$170.3M	20.0% ($170.3M/$849.9M)	QoQ -22.51% (-$49.5M) YoY +59.07% (+$63.3M)
PDD Holdings Inc.(PDDcusip722304102)	1.2M	QoQ +1672.86% (+1.1M) YoY +383.16% (+913.9K)	All Managers (Combined)	$136.4M	16.0% ($136.4M/$849.9M)	QoQ +2063.29% (+$130.1M) YoY +391.89% (+$108.7M)
NVIDIA CORP(NVDAcusip67066G104)	1.1M	QoQ +124.40% (+610.1K) YoY +2043.33% (+1.0M)	All Managers (Combined)	$119.3M	14.0% ($119.3M/$849.9M)	QoQ +81.10% (+$53.4M) YoY +157.08% (+$72.9M)
Full Truck Alliance Co. Ltd.(YMMcusip35969L108)	4.2M	QoQ 0.00% (+0) YoY NEW(+4.2M)	All Managers (Combined)	$54.1M	6.4% ($54.1M/$849.9M)	QoQ +18.02% (+$8.3M) YoY NEW(+$54.1M)
Alphabet Inc.(GOOGLcusip02079K305)	35.5K	QoQ 0.00% (-0) YoY -85.10% (-202.8K)	All Managers (Combined)	$5.5M	0.6% ($5.5M/$849.9M)	QoQ -18.30% (-$1.2M) YoY -84.73% (-$30.5M)
Tesla, Inc.(TSLAcusip88160R101)	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$3.9M	0.5% ($3.9M/$849.9M)	QoQ NEW(+$3.9M) YoY NEW(+$3.9M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	4.3K	QoQ -99.58% (-1.0M) YoY -99.68% (-1.4M)	All Managers (Combined)	$718.8K	0.1% ($718.8K/$849.9M)	QoQ -99.64% (-$204.2M) YoY -99.61% (-$188.2M)
GDS Holdings Ltd(GDScusip36165L108)	13.2K	QoQ -29.03% (-5.4K) YoY NEW(+13.2K)	All Managers (Combined)	$334.4K	0.0% ($334.4K/$849.9M)	QoQ -24.34% (-$107.6K) YoY NEW(+$334.4K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$304.1K	0.0% ($304.1K/$849.9M)	QoQ NEW(+$304.1K) YoY NEW(+$304.1K)
Atour Lifestyle Holdings Ltd(ATATcusip04965M106)	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$297.7K	0.0% ($297.7K/$849.9M)	QoQ NEW(+$297.7K) YoY NEW(+$297.7K)
Trip.com Group Ltd(TCOMcusip89677Q107)	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$244.8K	0.0% ($244.8K/$849.9M)	QoQ NEW(+$244.8K) YoY NEW(+$244.8K)