Fund HoldingsKEYWISE CAPITAL MANAGEMENT (HK) Ltd

Total Portfolio Value
$1.22B
Total Bought
$262.15M
Total Sold
$218.52M
Net Transaction
+$43.62M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
MINISO GROUP HLDG LTD(MNSO)5,209,6509,201,950+3,992,30091,377219,83518.00%+128,457
PALANTIR TECHNOLOGIES INC(PLTR)7,814,2005,414,100-2,400,100290,688409,46833.53%+118,780
FULL TRUCK ALLIANCE CO LTD(YMM)16,3004,234,400+4,218,10014745,8163.75%+45,669
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,035,0501,037,480+2,430179,757204,89216.78%+25,135
ALPHABET INC(GOOG)(Call)035,500+35,50006,720+6,720
PDD HOLDINGS INC(PDD)(Call)065,000+65,00006,304+6,304
ALPHABET INC(GOOG)233,650234,360+71038,75144,3643.63%+5,613
NVIDIA CORPORATION(NVDA)496,500490,450-6,05060,29565,8635.39%+5,568
APPLE INC(AAPL)214,600214,550-5050,00253,7284.40%+3,726
AUTOHOME INC(ATHM)035,200+35,20009130.07%+913
GAOTU TECHEDU INC92,05063,850-28,2003611400.01%-221
MICROSOFT CORP(MSFT)1,850950-9007964000.03%-396
EATON CORP PLC(ETN)1,2000-1,2003980-398
VIPSHOP HLDGS LTD(VIPS)1,513,6001,513,600023,80920,3881.67%-3,421
PALANTIR TECHNOLOGIES INC(PLTR)(Call)238,0002,800-235,2008,854212-8,642
GDS HLDGS LTD(GDS)1,920,50018,600-1,901,90039,1784420.04%-38,736
NEW ORIENTAL ED & TECHNOLOGY(EDU)956,890475,440-481,45072,57130,5142.50%-42,057
PDD HOLDINGS INC(PDD)1,147,2001,147,760+560154,654111,3219.11%-43,333
Page 1 of 1