account_balance
Investment manager · 13F filer · SEC CIK 1474069
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Reported value$694Mas of Jun 30, 2026
Positions12 4 new, 2 sold out
Top 10 weight99.8%TSM alone is 36%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
The top 10 stocks are 99.8% of this fund. 2 other stocks make up the rest.
TSM Taiwan Semiconductor Manufac 36.4% Trimmed −16%GOOGL Alphabet Inc 21.8% Trimmed −4%STX Seagate Technology Hldngs Pl 14.2% HeldCRCL Circle Internet Group Inc 11.2% Trimmed −7%PDD PDD Holdings Inc 5.8% NewPLTR Palantir Technologies Inc 4.9% Trimmed −8%NVDA Nvidia Corporation 4.6% HeldBILI Bilibili Inc 0.3% Trimmed −16%ZOOZ Zooz Strategy Ltd 0.3% NewETHU Volatility SHS Tr 0.2% Held
2 other stocks0.2%
Bar length compares each stock with the biggest holding. Tags compare share counts with the Mar 31, 2026 filing. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed