KC

KEYWISE CAPITAL MANAGEMENT (HK) Ltd

13F
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Last update 2025-02-16 17 Stocks (1 new)
Value $1.22 Bil Turnover 12 %
Countries:
Top Holdings: PLTR(33.53%)MNSO(18.00%)TSM(16.78%)PDD(9.11%)NVDA(5.39%)
Summary Stock Picks Current Portfolio
KEYWISE CAPITAL MANAGEMENT (HK... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PLTR 		Palantir Technologies Inc
5,414,100
409,468.4
-30.71%
33.530
-8.82%
0.240
+42.97%
+50.77%
269,075.5
Software
MNSO 		MINISO Group Holding Ltd
9,201,950
219,834.6
+76.63%
18.000
+7.81%
2.940
-22.41%
-25.23%
5,372.0
Retail - Cyclical
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
1,037,480
204,891.9
+0.23%
16.780
+0.04%
0.020
-18.35%
-16.35%
853,498.7
Semiconductors
PDD 		PDD Holdings Inc
1,147,760
111,321.2
+0.05%
9.110
0%
0.080
-6.67%
+7.82%
145,223.7
Retail - Cyclical
NVDA 		NVIDIA Corp
490,450
65,862.5
-1.22%
5.390
-0.07%
0.000
-12.27%
-19.19%
2,647,644.0
Semiconductors
AAPL 		Apple Inc
214,550
53,727.6
-0.02%
4.400
0%
0.000
-12.16%
-16.04%
3,155,018.4
Hardware
YMM 		Full Truck Alliance Co Ltd
4,234,400
45,816.2
+25,877.91%
3.750
+3.74%
0.400
+1.45%
+6.79%
11,980.7
Software
GOOGL 		Alphabet Inc
234,360
44,364.3
+0.30%
3.630
+0.01%
0.000
-18.20%
-15.56%
1,947,378.7
Interactive Media
EDU 		New Oriental Education & Technology Group Inc
475,440
30,513.7
-50.31%
2.500
-3.61%
0.290
+2.71%
-24.31%
7,936.4
Education
VIPS 		Vipshop Holdings Ltd
1,513,600
20,388.2
0%
1.670
0%
0.290
-0.78%
+6.14%
7,092.5
Retail - Cyclical

KEYWISE CAPITAL MANAGEMENT (HK) Ltd's Historical Top Holdings Breakdowns

KEYWISE CAPITAL MANAGEMENT (HK) Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PLTR 		Palantir Technologies Inc2024-12-31Reduce
-8.82%
●
37.49 ($58.59) 82.38
$114.03
94.62%
Reduce -30.71%
5,414,100
-2,400,100
MNSO 		MINISO Group Holding Ltd2024-12-31Add
+7.81%
●
15.16 ($20.19) 25.13
$17.50
-13.32%
Add 76.63%
9,201,950
3,992,300
GDS 		GDS Holdings Ltd2024-12-31Reduce
-3.83%
●
18.25 ($21.09) 24.12
$23.92
13.42%
Reduce -99.03%
18,600
-1,901,900
YMM 		Full Truck Alliance Co Ltd2024-12-31Add
+3.74%
●
8.25 ($9.76) 12.28
$11.46
17.37%
Add 25877.91%
4,234,400
4,218,100
EDU 		New Oriental Education & Technology Group Inc2024-12-31Reduce
-3.61%
●
55.05 ($63.88) 80.6
$48.58
-23.95%
Reduce -50.31%
475,440
-481,450
ATHM 		Autohome Inc2024-12-31New Buy
+0.07%
●
25.95 ($28.73) 34.44
$27.42
-4.56%
New holding
35,200
35,200
NVDA 		NVIDIA Corp2024-12-31Reduce
-0.07%
●
118.85 ($138.16) 148.88
$108.51
-21.46%
Reduce -1.22%
490,450
-6,050
MSFT 		Microsoft Corp2024-12-31Reduce
-0.04%
●
406.35 ($426.03) 454.46
$392.30
-7.92%
Reduce -48.65%
950
-900
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-12-31Add
+0.04%
●
175.8 ($193.87) 207.36
$164.56
-15.12%
Add 0.23%
1,037,480
2,430
ETN 		Eaton Corp PLC2024-12-31Sold Out
-0.04%
●
326.96 ($351.34) 377.52
$289.30
-17.66%
Sold Out
0
-1,200

KEYWISE CAPITAL MANAGEMENT (HK) Ltd Total Holding History ($B)

To

KEYWISE CAPITAL MANAGEMENT (HK) Ltd's Asset Allocation

To

KEYWISE CAPITAL MANAGEMENT (HK) Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

KEYWISE CAPITAL MANAGEMENT (HK) Ltd's Hypothetical Growth since 2024-12-31

KEYWISE CAPITAL MANAGEMENT (HK) Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

KEYWISE CAPITAL MANAGEMENT (HK) Ltd's Holdings Heat Map

Size field:

KEYWISE CAPITAL MANAGEMENT (HK) Ltd's Holdings Bubble Chart

KEYWISE CAPITAL MANAGEMENT (HK) Ltd News

  • 1

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