§ 13F · FUND PROFILE
KEYWISE CAPITAL MANAGEMENT (HK) Ltd.
AUM · $1.2B (13F)Positions · 19Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$77M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 529K | $252M | 34.4% | −16% |
| 2 | GOOGL | ALPHABET INC | 424K | $152M | 20.7% | −13% |
| 3 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 102K | $98M | 13.4% | −1% |
| 4 | CRCL | CIRCLE INTERNET GROUP INC | 1.24M | $78M | 10.6% | −7% |
| 5 | PDD | PDD HOLDINGS INC | 528K | $40M | 5.5% | NEW |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | 293K | $34M | 4.7% | −8% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 66K | $33M | 4.5% | NEW |
| 8 | NVDA | NVIDIA CORPORATION | 161K | $32M | 4.4% | −2% |
| 9 | BILI | BILIBILI INC | 380K | $6M | 0.9% | −58% |
| 10 | BILI | BILIBILI INC | 134K | $2M | 0.3% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEYWISE SIGNAL
AC read
KEYWISE CAPITAL MANAGEMENT (HK) Ltd is a Other fund managing $1.2 billion in assets. The fund runs a focused portfolio of just 19 positions.
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