KEYWISE CAPITAL MANAGEMENT (HK) Ltd Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.3T
Holdings
17
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 1,323,900 | $414.4B | 31.82% | Call |
| 2 | PLTRPALANTIR TECHNOLOGIES INC | 2,035,230 | $361.8B | 27.78% | |
| 3 | ELLAUDER ESTEE COS INC | 1,400,800 | $146.7B | 11.26% | |
| 4 | CRCLCIRCLE INTERNET GROUP INC | 1,249,970 | $99.1B | 7.61% | |
| 5 | NVDANVIDIA CORPORATION | 477,190 | $89.0B | 6.83% | |
| 6 | ATATATOUR LIFESTYLE HLDGS LTD | 1,481,837 | $58.4B | 4.48% | |
| 7 | ORCLORACLE CORP | 247,300 | $48.2B | 3.70% | |
| 8 | MNSOMINISO GROUP HLDG LTD | 2,290,675 | $43.0B | 3.30% | |
| 9 | BILIBILIBILI INC | 1,180,080 | $29.0B | 2.23% | Call |
| 10 | ZOOZZOOZ STRATEGY LTD | 8,000,000 | $3.5B | 0.27% | |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,860 | $2.1B | 0.16% | |
| 12 | PDDPDD HOLDINGS INC | 16,500 | $1.9B | 0.14% | |
| 13 | HWMHOWMET AEROSPACE INC | 7,900 | $1.6B | 0.12% | |
| 14 | YMMFULL TRUCK ALLIANCE CO LTD | 135,200 | $1.4B | 0.11% | |
| 15 | ADIANALOG DEVICES INC | 4,180 | $1.1B | 0.09% | |
| 16 | ETHUVOLATILITY SHS TR | 12,300 | $672.0M | 0.05% | |
| 17 | INTCINTEL CORP | 12,520 | $461.0M | 0.04% |