KEYWISE CAPITAL MANAGEMENT (HK) Ltd Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.2T
Holdings
15
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 2,484,400 | $338.7B | 28.50% | |
| 2 | GOOGLALPHABET INC | 1,592,950 | $280.7B | 23.62% | Call |
| 3 | NVDANVIDIA CORPORATION | 1,099,950 | $173.8B | 14.62% | |
| 4 | MNSOMINISO GROUP HLDG LTD | 9,335,035 | $170.1B | 14.31% | |
| 5 | PDDPDD HOLDINGS INC | 1,390,050 | $145.5B | 12.24% | Call |
| 6 | YMMFULL TRUCK ALLIANCE CO LTD | 4,279,365 | $50.5B | 4.25% | |
| 7 | AAPLAPPLE INC | 82,000 | $16.8B | 1.42% | Put |
| 8 | TSLATESLA INC | 29,000 | $9.2B | 0.78% | Put |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,230 | $731.6M | 0.06% | |
| 10 | ATATATOUR LIFESTYLE HLDGS LTD | 20,800 | $676.2M | 0.06% | |
| 11 | HOODROBINHOOD MKTS INC | 4,700 | $440.1M | 0.04% | |
| 12 | GDSGDS HLDGS LTD | 13,200 | $403.5M | 0.03% | |
| 13 | BABAALIBABA GROUP HLDG LTD | 2,300 | $260.8M | 0.02% | |
| 14 | COINCOINBASE GLOBAL INC | 700 | $245.3M | 0.02% | |
| 15 | CLVTRIP COM GROUP LTD | 3,850 | $225.8M | 0.02% |