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Portfolio (Quarterly) Guide ↗

KEYWISE CAPITAL MANAGEMENT (HK) Ltd

· CIK 0001474069
13F Portfolio $630.0B AUM 12 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 4 Added 4 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 631,430.0 $213.4M 33.87% +625K +9104.5% $337.95 +23.6%
2 CRCL CIRCLE INTERNET GROUP INC Financial Services 1,327,930.0 $126.7M 20.11% +78K +6.2% $95.41 +29.8%
3 BILI BILIBILI INC Technology 159,780.0 $3.6M 0.57% +34K +26.7% $22.56 -15.5%
4 ETHU VOLATILITY SHS TR 141,500.0 $3.2M 0.50% +129K +1050.4% $22.35 +8.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 56.9%
Communication Services 21.6%
Financial Services 21.6%