KEYWISE CAPITAL MANAGEMENT (HK) Ltd Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$1.0T
Holdings
14
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 8,052,200 | $299.5B | 29.61% | Call |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,035,050 | $179.8B | 17.77% | |
| 3 | PDDPDD HOLDINGS INC | 1,147,200 | $154.7B | 15.29% | |
| 4 | MNSOMINISO GROUP HLDG LTD | 5,209,650 | $91.4B | 9.03% | |
| 5 | N1UANEW ORIENTAL ED & TECHNOLOGY | 956,890 | $72.6B | 7.17% | |
| 6 | NVDANVIDIA CORPORATION | 496,500 | $60.3B | 5.96% | |
| 7 | AAPLAPPLE INC | 214,600 | $50.0B | 4.94% | |
| 8 | GDSGDS HLDGS LTD | 1,920,500 | $39.2B | 3.87% | |
| 9 | GOOGLALPHABET INC | 233,650 | $38.8B | 3.83% | |
| 10 | VIPSVIPSHOP HLDGS LTD | 1,513,600 | $23.8B | 2.35% | |
| 11 | MSFTMICROSOFT CORP | 1,850 | $796.1M | 0.08% | |
| 12 | ETNEATON CORP PLC | 1,200 | $397.7M | 0.04% | |
| 13 | GOTUGAOTU TECHEDU INC | 92,050 | $360.8M | 0.04% | |
| 14 | YMMFULL TRUCK ALLIANCE CO LTD | 16,300 | $146.9M | 0.01% |