KEYWISE CAPITAL MANAGEMENT (HK) Ltd
KEYWISE CAPITAL MANAGEMENT (HK) Ltd reported 14 holdings worth US$734M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
KEYWISE CAPITAL MANAGEMENT (HK) Ltd reported 14 holdings worth US$734M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Alphabet Inc (google) Class C and Circle Internet Group, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 14
- Value as reported
- US$734M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 529K | US$252M | 34.4% |
| Alphabet Inc (google) Class C | 424K | US$152M | 20.7% |
| Circle Internet Group, Inc. | 1.24M | US$77.7M | 10.6% |
| Palantir Technologies Inc. | 293K | US$34.2M | 4.7% |
| Nvidia Corporation | 161K | US$32.3M | 4.4% |
| Corning Incorporated | 3,300 | US$843K | 0.11% |
| Asml Holding Nv | 0 | US$0 | 0.00% |