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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 $629,990,140 across 12 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 100% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002254

Period
2026-03-31
Reported value
$630M
Holdings
12
Top 10 weight
100%
New
2
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMadded+624,570$211M
STXnew+102,784$40.3M
CRCLadded+77,960$7.44M
ETHUadded+129,200$2.89M
ASMLnew+1,140$1.51M

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-1,715,410-$251M
GOOGLreduced-822,800-$237M
ELexited-1,400,800-$147M
ATATexited-1,481,837-$58.4M
NVDAreduced-313,150-$54.6M

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002254, largest first. % of portfolio is the value over $593,271,700, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035,050 shares; 2024Q4: 1,037,480 shares; 2025Q1: 4,330 shares; 2025Q2: 3,230 shares; 2025Q3: 4,030 shares; 2025Q4: 6,860 shares; 2026Q1: 631,430 shares 631,430$213M35.97%+624,570Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,650 shares; 2024Q4: 234,360 shares; 2025Q1: 434,650 shares; 2025Q2: 1,264,650 shares; 2025Q3: 1,267,500 shares; 2025Q4: 1,263,900 shares; 2026Q1: 441,100 shares 441,100$127M21.38%-822,800Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 549,900 shares; 2025Q4: 1,249,970 shares; 2026Q1: 1,327,930 shares 1,327,930$127M21.36%+77,960Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,814,200 shares; 2024Q4: 5,414,100 shares; 2025Q1: 4,248,400 shares; 2025Q2: 2,484,400 shares; 2025Q3: 2,039,650 shares; 2025Q4: 2,035,230 shares; 2026Q1: 319,820 shares 319,820$46.8M7.89%-1,715,410Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,784 shares 102,784$40.3M6.79%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496,500 shares; 2024Q4: 490,450 shares; 2025Q1: 1,100,600 shares; 2025Q2: 1,099,950 shares; 2025Q3: 1,089,300 shares; 2025Q4: 477,190 shares; 2026Q1: 164,040 shares 164,040$28.6M4.82%-313,150Timeline
BILIBILIBILI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,000 shares; 2025Q4: 126,080 shares; 2026Q1: 159,780 shares 159,780$3.6M0.61%+33,700Timeline
ETHUVOLATILITY SHS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,300 shares; 2025Q4: 12,300 shares; 2026Q1: 141,500 shares 141,500$3.16M0.53%+129,200Timeline
ZOOZZOOZ STRATEGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000,000 shares; 2026Q1: 8,000,000 shares 8,000,000$2.41M0.41%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,140 shares 1,140$1.51M0.25%newTimeline

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
BILIBILIBILI INC ADRcall1,054,000$23.8M0
GOOGLALPHABET INC COMcall45,000$12.9M-15,000

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ELLAUDER ESTEE COS INC1,400,800$147Mshares
ATATATOUR LIFESTYLE HLDGS LTD1,481,837$58.4Mshares
ORCLORACLE CORP247,300$48.2Mshares
MNSOMINISO GROUP HLDG LTD2,290,675$43Mshares
PDDPDD HOLDINGS INC16,500$1.87Mshares
HWMHOWMET AEROSPACE INC7,900$1.62Mshares
YMMFULL TRUCK ALLIANCE CO LTD135,200$1.45Mshares
ADIANALOG DEVICES INC4,180$1.13Mshares
INTCINTEL CORP12,520$462Kshares

How Q1 2026 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 0001172661-26-002254 base2026-05-15acceptance time not in the bulk data set