KEYWISE CAPITAL MANAGEMENT (HK) Ltd — 13F holdings

KEYWISE CAPITAL MANAGEMENT (HK) Ltd reported 14 holdings worth $734M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $252M (34.4%)
  2. GOOGL ALPHABET INC — $152M (20.7%)
  3. STX SEAGATE TECHNOLOGY HLDNGS PL — $98.4M (13.4%)
  4. CRCL CIRCLE INTERNET GROUP INC — $77.7M (10.6%)
  5. PDD PDD HOLDINGS INC — $40.3M (5.5%)
  6. PLTR PALANTIR TECHNOLOGIES INC — $34.2M (4.7%)
  7. BRK.B BERKSHIRE HATHAWAY INC DEL — $33.0M (4.5%)
  8. NVDA NVIDIA CORPORATION — $32.3M (4.4%)
  9. BILI BILIBILI INC — $8.75M (1.2%)
  10. ZOOZ ZOOZ STRATEGY LTD — $2.22M (0.3%)