KEYWISE CAPITAL MANAGEMENT (HK) Ltd Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$925.1B
Holdings
12
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 4,251,200 | $358.8B | 38.79% | Call |
| 2 | MNSOMINISO GROUP HLDG LTD | 9,212,650 | $170.3B | 18.41% | |
| 3 | PDDPDD HOLDINGS INC | 1,217,360 | $144.1B | 15.57% | Call |
| 4 | NVDANVIDIA CORPORATION | 1,100,600 | $119.3B | 12.89% | |
| 5 | GOOGLALPHABET INC | 470,150 | $72.7B | 7.86% | Call |
| 6 | YMMFULL TRUCK ALLIANCE CO LTD | 4,234,400 | $54.1B | 5.85% | |
| 7 | TSLATESLA INC | 15,000 | $3.9B | 0.42% | Put |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,330 | $718.8M | 0.08% | |
| 9 | GDSGDS HLDGS LTD | 13,200 | $334.4M | 0.04% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 2,300 | $304.1M | 0.03% | |
| 11 | ATATATOUR LIFESTYLE HLDGS LTD | 10,500 | $297.7M | 0.03% | |
| 12 | CLVTRIP COM GROUP LTD | 3,850 | $244.8M | 0.03% |