KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Top Portfolio Positions
9 positions ·
$626,827,611 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
631,430 | $213,391,768 | 34.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
486,100 | $139,782,916 | 22.30% | |
| CRCL |
Circle Internet Group, Inc.
Financial Services
|
1,327,930 | $126,697,801 | 20.21% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
319,820 | $46,783,269 | 7.46% | |
| STX |
Seagate Technology Holdings plc
Technology
|
102,784 | $40,266,659 | 6.42% | |
| NVDA |
Nvidia Corp
Technology
|
164,040 | $28,608,576 | 4.56% | |
| BILI |
Bilibili Inc.
Communication Services
|
1,213,780 | $27,382,876 | 4.37% | |
| ZOOZ |
ZOOZ Strategy Ltd.
Consumer Cyclical
|
8,000,000 | $2,408,000 | 0.38% | |
| ASML |
Asml Holding NV
Technology
|
1,140 | $1,505,746 | 0.24% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BILI
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,778,240 | 1,054,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $3,604,636 | 159,780 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,917,860 | 1,054,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $3,100,307 | 126,080 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,825,850 | 65,000 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $23,707,960 | 844,000 | Call | Sole | 2025-11-14 | |
| 2021-09-30 | $215,515 | 3,257 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $34,366,260 | 321,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $27,703,675 | 323,188 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $13,449,280 | 323,300 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $27,514,080 | 594,000 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $33,576,083 | 1,433,650 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||