KEYWISE CAPITAL MANAGEMENT (HK) Ltd
CIK 1474069
13F filing for Q2 2026・No. 3,128
- Holdings
- US$733.94M
- Quarter change
- +US$103.95M
- Entries
- 14
- Net bought (estimate)
- −US$25.48M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 2
- Cut 7
- Added 0
- Corporate actions 0
- Unchanged 1
Largest holdings
12 stocks worth US$694.45M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSMTSMC ADRSPONSORED ADS | Cut | 528,600 | US$252.44M | 36.35% |
| GOOGLAlphabetCAP STK CL A | Cut | 424,340 | US$151.65M | 21.84% |
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | Cut | 102,000 | US$98.43M | 14.17% |
| CRCLCIRCLE INTERNET GROUP INCCOM CL A | Cut | 1,240,417 | US$77.69M | 11.19% |
| PDDPDD HOLDINGS INCSPONSORED ADS | New | 528,100 | US$40.28M | 5.80% |
| PLTRPALANTIR TECHNOLOGIES INCCL A | Cut | 292,870 | US$34.17M | 4.92% |
| NVDANvidiaCOM | Cut | 161,180 | US$32.25M | 4.64% |
| BILIBILIBILI INCSPONS ADS REP Z | Cut | 133,540 | US$2.27M | 0.33% |
| ZOOZ STRATEGY LTDORD SHS | New | 400,000 | US$2.22M | 0.32% |
| VOLATILITY SHS TR2X ETHER ETF NEW | Unchanged | 141,500 | US$1.61M | 0.23% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.