Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KEYWISE CAPITAL MANAGEMENT (HK) Ltd (CIK 1474069) reported $630.0M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($213.4M, 33.87%), GOOGL ($139.8M, 22.19%), CRCL ($126.7M, 20.11%), PLTR ($46.8M, 7.43%), STX ($40.3M, 6.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $213.4M | 33.87% | 631,430 | Added |
| 2 | GOOGL | ALPHABET INC | $139.8M | 22.19% | 486,100 | Trimmed |
| 3 | CRCL | CIRCLE INTERNET GROUP INC | $126.7M | 20.11% | 1.3M | Added |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | $46.8M | 7.43% | 319,820 | Trimmed |
| 5 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $40.3M | 6.39% | 102,784 | New |
| 6 | NVDA | NVIDIA CORPORATION | $28.6M | 4.54% | 164,040 | Trimmed |
| 7 | BILI | BILIBILI INC | $27.4M | 4.35% | 1.2M | Added |
| 8 | ETHU | VOLATILITY SHS TR | $3.2M | 0.50% | 141,500 | Added |
| 9 | ZOOZ | ZOOZ STRATEGY LTD | $2.4M | 0.38% | 8.0M | Hold |
| 10 | ASML | ASML HLDG NV | $1.5M | 0.24% | 1,140 | New |
| 11 | ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | Exited |
| 12 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $0 | 0.00% | 0 | Exited |
| 13 | YMM | FULL TRUCK ALLIANCE CO LTD | $0 | 0.00% | 0 | Exited |
| 14 | HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | Exited |
| 15 | INTC | INTEL CORP | $0 | 0.00% | 0 | Exited |
| 16 | EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | Exited |
| 17 | MNSO | MINISO GROUP HLDG LTD | $0 | 0.00% | 0 | Exited |
| 18 | ORCL | ORACLE CORP | $0 | 0.00% | 0 | Exited |
| 19 | PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31