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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 $1,188,305,746 across 17 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 99.93% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003291

Period
2025-06-30
Reported value
$1.19B
Holdings
17
Top 10 weight
99.93%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLadded+830,000$146M
PDDadded+172,690$18.1M
MNSOadded+122,385$2.23M
YMMadded+44,965$531K
HOODnew+4,700$440K

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-1,764,000-$240M
TSMreduced-1,100-$249K
NVDAreduced-650-$103K

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, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003291, largest first. % of portfolio is the value over $1,097,610,457, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,814,200 shares; 2024Q4: 5,414,100 shares; 2025Q1: 4,248,400 shares; 2025Q2: 2,484,400 shares 2,484,400$339M30.86%-1,764,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,650 shares; 2024Q4: 234,360 shares; 2025Q1: 434,650 shares; 2025Q2: 1,264,650 shares 1,264,650$223M20.3%+830,000Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,500 shares; 2024Q4: 490,450 shares; 2025Q1: 1,100,600 shares; 2025Q2: 1,099,950 shares 1,099,950$174M15.83%-650Timeline
MNSOMINISO GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,209,650 shares; 2024Q4: 9,201,950 shares; 2025Q1: 9,212,650 shares; 2025Q2: 9,335,035 shares 9,335,035$170M15.5%+122,385Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147,200 shares; 2024Q4: 1,147,760 shares; 2025Q1: 1,152,360 shares; 2025Q2: 1,325,050 shares 1,325,050$139M12.63%+172,690Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,300 shares; 2024Q4: 4,234,400 shares; 2025Q1: 4,234,400 shares; 2025Q2: 4,279,365 shares 4,279,365$50.5M4.6%+44,965Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035,050 shares; 2024Q4: 1,037,480 shares; 2025Q1: 4,330 shares; 2025Q2: 3,230 shares 3,230$732K0.07%-1,100Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,500 shares; 2025Q2: 20,800 shares 20,800$676K0.06%+10,300Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,700 shares 4,700$440K0.04%newTimeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920,500 shares; 2024Q4: 18,600 shares; 2025Q1: 13,200 shares; 2025Q2: 13,200 shares 13,200$404K0.04%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares 2,300$261K0.02%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares 700$245K0.02%newTimeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares 3,850$226K0.02%0Timeline

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 COMcall328,300$57.9M+292,800
AAPLAPPLE INC COMput82,000$16.8Mnew
TSLATESLA INC COMput29,000$9.21M+14,000
PDDPDD HOLDINGS INC ADRcall65,000$6.8M0

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
PLTRPALANTIR TECHNOLOGIES INC2,800$236Kcall

How Q2 2025 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 0001172661-25-003291 base2025-08-14acceptance time not in the bulk data set