KEYWISE CAPITAL MANAGEMENT (HK) Ltd
CIK 0001474069 · HONG KONG, K3 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$733.9M
2026 Q2
Positions
14
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
TSM
TAIWAN SEMICONDUCTOR MANUFAC
34.4%
GOOGL
ALPHABET INC
20.7%
STX
SEAGATE TECHNOLOGY HLDNGS PL
13.4%
CRCL
CIRCLE INTERNET GROUP INC
10.6%
PDD
PDD HOLDINGS INC
5.5%
PLTR
PALANTIR TECHNOLOGIES INC
4.7%
BRK-BPUT
BERKSHIRE HATHAWAY INC DEL
4.5%
NVDA
NVIDIA CORPORATION
4.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.