$604 Million is the total value of KEYWISE CAPITAL MANAGEMENT (HK) Ltd's 10 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
Sell | NEW ORIENTAL ED & TECHNOLOGYspon adr | $142,899,472 | -8.9% | 2,440,640 | -38.6% | 23.66% | -17.2% | |
PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $84,571,200 | +332.8% | 5,285,700 | +314.7% | 14.00% | +293.5% |
MNSO | Buy | MINISO GROUP HLDG LTDsponsored ads | $83,506,780 | +121.2% | 3,224,200 | +45.1% | 13.83% | +101.1% |
NVDA | Sell | NVIDIA CORPORATION | $79,951,162 | -50.9% | 183,800 | -52.3% | 13.24% | -55.4% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $78,192,620 | +374.5% | 899,800 | +451.0% | 12.95% | +331.3% |
PDD | Buy | PDD HOLDINGS INCsponsored ads | $33,314,379 | +496.3% | 339,700 | +320.4% | 5.52% | +441.9% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $31,334,427 | +13.2% | 239,450 | +3.5% | 5.19% | +2.9% |
MSFT | Sell | MICROSOFT CORP | $27,707,063 | -60.9% | 87,750 | -57.8% | 4.59% | -64.4% |
U | Buy | UNITY SOFTWARE INC | $27,604,366 | -25.8% | 879,400 | +2.7% | 4.57% | -32.5% |
ATHM | AUTOHOME INCsp ads rp cl a | $14,801,695 | +4.1% | 487,700 | 0.0% | 2.45% | -5.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTD | 16 | Q3 2023 | 40.0% |
MINISO GROUP HLDG LTD | 12 | Q3 2023 | 19.8% |
ADOBE SYSTEMS INCORPORATED | 11 | Q4 2022 | 20.5% |
MICROSOFT CORP | 11 | Q3 2023 | 12.9% |
PINDUODUO INC | 9 | Q3 2023 | 12.8% |
BEYOND MEAT INC | 8 | Q1 2022 | 20.3% |
VIPSHOP HOLDINGS LIMITED | 8 | Q1 2022 | 23.7% |
SEA LTD | 8 | Q4 2021 | 15.4% |
LAUDER ESTEE COS INC | 8 | Q3 2022 | 9.2% |
NVIDIA CORPORATION | 7 | Q3 2023 | 30.7% |
View KEYWISE CAPITAL MANAGEMENT (HK) Ltd's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
View KEYWISE CAPITAL MANAGEMENT (HK) Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.