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KEYWISE CAPITAL MANAGEMENT (HK) Ltd

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13F filer, CIK 1474069, HONG KONG, Hong Kong

KEYWISE CAPITAL MANAGEMENT (HK) Ltd reported $1,221,320,662 across 17 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 99.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-000916

Period
2024-12-31
Reported value
$1.22B
Holdings
17
Top 10 weight
99.84%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MNSOadded+3,992,300$95.4M
YMMadded+4,218,100$45.6M
ATHMnew+35,200$913K
TSMadded+2,430$480K
GOOGLadded+710$134K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PLTRreduced-2,400,100-$182M
GDSreduced-1,901,900-$45.2M
EDUreduced-481,450-$30.9M
NVDAreduced-6,050-$812K
ETNexited-1,200-$398K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001172661-25-000916, largest first. % of portfolio is the value over $1,208,084,398, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,814,200 shares; 2024Q4: 5,414,100 shares 5,414,100$409M33.89%-2,400,100Timeline
MNSOMINISO GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,209,650 shares; 2024Q4: 9,201,950 shares 9,201,950$220M18.2%+3,992,300Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035,050 shares; 2024Q4: 1,037,480 shares 1,037,480$205M16.96%+2,430Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147,200 shares; 2024Q4: 1,147,760 shares 1,147,760$111M9.21%+560Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,500 shares; 2024Q4: 490,450 shares 490,450$65.9M5.45%-6,050Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,600 shares; 2024Q4: 214,550 shares 214,550$53.7M4.45%-50Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,300 shares; 2024Q4: 4,234,400 shares 4,234,400$45.8M3.79%+4,218,100Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,650 shares; 2024Q4: 234,360 shares 234,360$44.4M3.67%+710Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956,890 shares; 2024Q4: 475,440 shares 475,440$30.5M2.53%-481,450Timeline
VIPSVIPSHOP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513,600 shares; 2024Q4: 1,513,600 shares 1,513,600$20.4M1.69%0Timeline
ATHMAUTOHOME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,200 shares 35,200$913K0.08%newTimeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920,500 shares; 2024Q4: 18,600 shares 18,600$442K0.04%-1,901,900Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 950 shares 950$400K0.03%-900Timeline
GOTUGAOTU TECHEDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,050 shares; 2024Q4: 63,850 shares 63,850$140K0.01%-28,200Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
GOOGLALPHABET INC COMcall35,500$6.72Mnew
PDDPDD HOLDINGS INC ADRcall65,000$6.3Mnew
PLTRPALANTIR TECHNOLOGIES INC COMcall2,800$212K-235,200

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ETNEATON CORP PLC1,200$398Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-000916 base2025-02-14acceptance time not in the bulk data set