KEYWISE CAPITAL MANAGEMENT (HK) Ltd Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.3T
Holdings
20
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 2,039,650 | $372.1B | 28.55% | |
| 2 | GOOGLALPHABET INC | 1,327,500 | $322.7B | 24.77% | Call |
| 3 | NVDANVIDIA CORPORATION | 1,089,300 | $203.2B | 15.60% | |
| 4 | MNSOMINISO GROUP HLDG LTD | 8,010,921 | $180.2B | 13.83% | |
| 5 | CRCLCIRCLE INTERNET GROUP INC | 549,900 | $72.9B | 5.59% | |
| 6 | ELLAUDER ESTEE COS INC | 823,500 | $72.6B | 5.57% | |
| 7 | PDDPDD HOLDINGS INC | 219,850 | $29.1B | 2.23% | |
| 8 | BILIBILIBILI INC | 909,000 | $25.5B | 1.96% | Call |
| 9 | INTCINTEL CORP | 355,000 | $11.9B | 0.91% | Call |
| 10 | BABAALIBABA GROUP HLDG LTD | 28,000 | $5.0B | 0.38% | Call |
| 11 | ETHUVOLATILITY SHS TR | 12,300 | $1.6B | 0.12% | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,030 | $1.1B | 0.09% | |
| 13 | HWMHOWMET AEROSPACE INC | 4,900 | $961.5M | 0.07% | |
| 14 | ATATATOUR LIFESTYLE HLDGS LTD | 25,000 | $939.8M | 0.07% | |
| 15 | YMMFULL TRUCK ALLIANCE CO LTD | 64,000 | $830.1M | 0.06% | |
| 16 | ZSZSCALER INC | 2,200 | $659.3M | 0.05% | |
| 17 | ADIANALOG DEVICES INC | 2,380 | $584.8M | 0.04% | |
| 18 | SNOWSNOWFLAKE INC | 2,500 | $563.9M | 0.04% | |
| 19 | HOODROBINHOOD MKTS INC | 2,600 | $372.3M | 0.03% | |
| 20 | GDSGDS HLDGS LTD | 5,300 | $205.1M | 0.02% |