KEYWISE CAPITAL MANAGEMENT (HK) LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MNSO | 2.29M | $42.95M |
 | PLTR | 2.04M | $361.76M |
 | ATAT | 1.48M | $58.38M |
 | EL | 1.40M | $146.69M |
 | GOOGL | 1.26M | $395.60M |
 | CRCL | 1.25M | $99.12M |
 | NVDA | 477K | $89.00M |
 | ORCL | 247K | $48.20M |
 | YMM | 135K | $1.45M |
 | BILI | 126K | $3.10M |
 | PDD | 17K | $1.87M |
 | INTC | 13K | $461.99K |
 | HWM | 8K | $1.62M |
 | TSM | 7K | $2.08M |
 | ADI | 4K | $1.13M |
MINISO Group Holding Limited
MNSO
Shares Held
2.29M
Value
$42.95M
Palantir Technologies Inc.
PLTR
Shares Held
2.04M
Value
$361.76M
Atour Lifestyle Holdings Limited
ATAT
Shares Held
1.48M
Value
$58.38M
The Estée Lauder Companies Inc.
EL
Shares Held
1.40M
Value
$146.69M
Alphabet Inc.
GOOGL
Shares Held
1.26M
Value
$395.60M
Circle Internet Group
CRCL
Shares Held
1.25M
Value
$99.12M
NVIDIA Corporation
NVDA
Shares Held
477K
Value
$89.00M
Oracle Corporation
ORCL
Shares Held
247K
Value
$48.20M
Full Truck Alliance Co. Ltd.
YMM
Shares Held
135K
Value
$1.45M
Bilibili Inc.
BILI
Shares Held
126K
Value
$3.10M
PDD Holdings Inc.
PDD
Shares Held
17K
Value
$1.87M
Intel Corporation
INTC
Shares Held
13K
Value
$461.99K
Howmet Aerospace Inc.
HWM
Shares Held
8K
Value
$1.62M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
7K
Value
$2.08M
Analog Devices, Inc.
ADI
Shares Held
4K
Value
$1.13M