Holders — by stockHoldings — by fund
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001474069
$733.9M
disclosed book value
13
positions
34.4%
largest position share
Positions, as of 2026-06-30
top 14 of 13 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 528,600 | $252.4M | 34.4% |
| 2 | GOOGLALPHABET INC | 424,340 | $151.6M | 20.7% |
| 3 | SEAGATE TECHNOLOGY HLDNGS PL | 102,000 | $98.4M | 13.4% |
| 4 | CRCLCIRCLE INTERNET GROUP INC | 1.2M | $77.7M | 10.6% |
| 5 | PDDPDD HOLDINGS INC | 528,100 | $40.3M | 5.5% |
| 6 | PLTRPALANTIR TECHNOLOGIES INC | 292,870 | $34.2M | 4.7% |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DELPUT | 66,000 | $33.0M | 4.5% |
| 8 | NVDANVIDIA CORPORATION | 161,180 | $32.3M | 4.4% |
| 9 | BILIBILIBILI INCCALL | 380,000 | $6.5M | 0.9% |
| 10 | BILIBILIBILI INC | 133,540 | $2.3M | 0.3% |
| 11 | ZOOZ STRATEGY LTD | 400,000 | $2.2M | 0.3% |
| 12 | ETHUVOLATILITY SHS TR | 141,500 | $1.6M | 0.2% |
| 13 | GLWCORNING INC | 3,300 | $842,919 | 0.1% |
| 14 | SOXSGBPDIREXION SHARES ETF TRUST | 181,800 | $589,032 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.