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 |
|---|---|---|---|---|
| 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
Holdings in EL
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $146,691,776 | 1,400,800 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $72,566,820 | 823,500 | Shares | Sole | 2025-11-14 | |
| 2022-09-30 | $302,260 | 1,400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $356,538 | 1,400 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $329,923 | 1,100 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $35,720,384 | 112,300 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $32,662,455 | 112,300 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $30,205,377 | 113,473 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $25,622,550 | 117,400 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $22,509,524 | 119,300 | Shares | Sole | 2020-07-29 | |
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