Keywise Capital Management (Hk) LTD Portfolio Holdings by Sector
Keywise Capital Management (Hk) LTD
- $925 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
PLTR PLTR 2 stocks |
$358,800
38.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
MNSO 1 stocks |
$170,341
18.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
PDD PDD BABA 3 stocks |
$144,377
15.61% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA TSM 2 stocks |
$120,001
12.98% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOGL 2 stocks |
$72,703
7.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
YMM 1 stocks |
$54,073
5.85% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$3,887
0.42% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
1
Puts
|
Information Technology Services | Technology
GDS 1 stocks |
$334
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
TCOM 1 stocks |
$244
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|