KEYWISE CAPITAL MANAGEMENT (HK) Ltd Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.2T
Holdings
14
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 5,416,900 | $409.7B | 33.54% | Call |
| 2 | MNSOMINISO GROUP HLDG LTD | 9,201,950 | $219.8B | 18.00% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,037,480 | $204.9B | 16.78% | |
| 4 | PDDPDD HOLDINGS INC | 1,212,760 | $117.6B | 9.63% | Call |
| 5 | NVDANVIDIA CORPORATION | 490,450 | $65.9B | 5.39% | |
| 6 | AAPLAPPLE INC | 214,550 | $53.7B | 4.40% | |
| 7 | GOOGLALPHABET INC | 269,860 | $51.1B | 4.18% | Call |
| 8 | YMMFULL TRUCK ALLIANCE CO LTD | 4,234,400 | $45.8B | 3.75% | |
| 9 | N1UANEW ORIENTAL ED & TECHNOLOGY | 475,440 | $30.5B | 2.50% | |
| 10 | VIPSVIPSHOP HLDGS LTD | 1,513,600 | $20.4B | 1.67% | |
| 11 | ATHMAUTOHOME INC | 35,200 | $913.4M | 0.07% | |
| 12 | GDSGDS HLDGS LTD | 18,600 | $441.9M | 0.04% | |
| 13 | MSFTMICROSOFT CORP | 950 | $400.4M | 0.03% | |
| 14 | GOTUGAOTU TECHEDU INC | 63,850 | $139.8M | 0.01% |