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KEYWISE CAPITAL MANAGEMENT (HK) Ltd

Q4 2025 13F Holdings

  • Location
    hong kong, K3
  • Num holdings

    19

  • Value ($000)

    $1,302,353

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001474069
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$395.6M
30 %

1,263,900

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$361.76M
28 %

2,035,230

E
EL

LAUDER ESTEE COS INC

CL A
518439104
$146.69M
11 %

1,400,800

---

CIRCLE INTERNET GROUP INC

COM CL A
172573107
$99.12M
8 %

1,249,970

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$89M
7 %

477,190

A
ATAT

ATOUR LIFESTYLE HLDGS LTD

SPONSORED ADS
04965M106
$58.38M
5 %

1,481,837

O
ORCL

ORACLE CORP

COM
68389X105
$48.2M
4 %

247,300

M
MNSO

MINISO GROUP HLDG LTD

SPONSORED ADS
66981J102
$42.95M
3 %

2,290,675

B
BILI

BILIBILI INC

SPONS ADS REP Z
090040106
$25.92M
2 %

1,054,000

call
G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$18.83M
1 %

60,000

call
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