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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 $733,944,114 across 14 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 99.79% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003743

Period
2026-06-30
Reported value
$734M
Holdings
14
Top 10 weight
99.79%
New
5
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PDDnew+528,100$40.3M
ZOOZnew+400,000$2.22M
GLWnew+3,300$843K
SOXSnew+181,800$589K

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
TSMreduced-102,830-$49.1M
GOOGLreduced-16,760-$5.99M
CRCLreduced-87,513-$5.48M
PLTRreduced-26,950-$3.14M
ZOOZexited-8,000,000-$2.41M

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 2026

Share positions as resolved from 13F-HR 0001172661-26-003743, largest first. % of portfolio is the value over $694,446,974, 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; 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; 2026Q2: 528,600 shares 528,600$252M36.35%-102,830Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 424,340 shares 424,340$152M21.84%-16,760Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,784 shares; 2026Q2: 102,000 shares 102,000$98.4M14.17%-784Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,240,417 shares 1,240,417$77.7M11.19%-87,513Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,147,200 shares; 2024Q4: 1,147,760 shares; 2025Q1: 1,152,360 shares; 2025Q2: 1,325,050 shares; 2025Q3: 219,850 shares; 2025Q4: 16,500 shares; 2026Q1: not reported; 2026Q2: 528,100 shares 528,100$40.3M5.8%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 292,870 shares 292,870$34.2M4.92%-26,950Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 161,180 shares 161,180$32.3M4.64%-2,860Timeline
BILIBILIBILI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,000 shares; 2025Q4: 126,080 shares; 2026Q1: 159,780 shares; 2026Q2: 133,540 shares 133,540$2.27M0.33%-26,240Timeline
ZOOZZOOZ STRATEGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400,000 shares 400,000$2.22M0.32%newTimeline
ETHUVOLATILITY SHS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,300 shares; 2025Q4: 12,300 shares; 2026Q1: 141,500 shares; 2026Q2: 141,500 shares 141,500$1.61M0.23%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,300 shares 3,300$843K0.12%newTimeline
SOXSDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 181,800 shares 181,800$589K0.08%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
BRK-BBERKSHIRE HATHAWAY INC DEL COMput66,000$33Mnew
BILIBILIBILI INC ADRcall380,000$6.47M-674,000

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
GOOGLALPHABET INC45,000$12.9Mcall
ZOOZZOOZ STRATEGY LTD8,000,000$2.41Mshares
ASMLASML HLDG NV1,140$1.51Mshares

How Q2 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 0001172661-26-003743 base2026-08-14acceptance time not in the bulk data set