KEYWISE CAPITAL MANAGEMENT (HK) Ltd

Est. AUM

$630.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$213.4M	631430	33.87%	SOLE
2	ALPHABET INC	CAP STK CL A	$126.8M	441100	20.13%	SOLE
3	CIRCLE INTERNET GROUP INC	COM CL A	$126.7M	1327930	20.11%	SOLE
4	PALANTIR TECHNOLOGIES INC	CL A	$46.8M	319820	7.43%	SOLE
5	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$40.3M	102784	6.39%	SOLE
6	NVIDIA CORPORATION	COM	$28.6M	164040	4.54%	SOLE
7	BILIBILI INCCALL	SPONS ADS REP Z	$23.8M	1054000	3.77%	SOLE
8	ALPHABET INCCALL	CAP STK CL A	$12.9M	45000	2.05%	SOLE
9	BILIBILI INC	SPONS ADS REP Z	$3.6M	159780	0.57%	SOLE
10	VOLATILITY SHS TR	2X ETHER ETF NEW	$3.2M	141500	0.50%	SOLE
11	ZOOZ STRATEGY LTD	SHARE	$2.4M	8000000	0.38%	SOLE
12	ASML HLDG NV	N Y REGISTRY SHS	$1.5M	1140	0.24%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.