DOSSIER · 13F-HR · Q1 2026

KEYWISE CAPITAL MANAGEMENT (HK) Ltd

KEYWISE (HK)'s family office based in Boston, MA $630M in tracked AUM across 12 positions as of Q1 2026.

K(
KEYWISE (HK)·Boston, MA·Family Office
CIK 0001474069 · last filed Mar 31, 2026
Total AUM
$630M
10.6%
vs prior
Holdings
12
positions
Whale Score
79
79
strong
Activity
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of KEYWISE CAPITAL MANAGEMENT (HK) Ltd 13F Filing
Portfolio Overview

Keywise Capital Management (HK) Ltd reported a total portfolio value of approximately $1.09 billion for the period ending September 30, 2025. This represents a decrease of 8.5% from the previous quarter's value of $1.19 billion. The portfolio is characterized by an exceptionally high concentration strategy, comprising only 11 holdings. The top four positions—Palantir, Alphabet, NVIDIA, and Miniso Gr...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$213M631K33.9%
02
GOOGL
ALPHABET INC
$140M486K22.2%
03
CRCL
CIRCLE INTERNET GROUP INC
$127M1.3M20.1%
04
PLTR
PALANTIR TECHNOLOGIES INC
$47M320K7.4%
05
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$40M103K6.4%
06
NVDA
NVIDIA CORPORATION
$29M164K4.5%
07
BILI
BILIBILI INC
$27M1.2M4.3%
08
ETHU
VOLATILITY SHS TR
$3M142K0.5%
09
M2573A106
ZOOZ STRATEGY LTD
$2M8.0M0.4%
10
N07059210
ASML HLDG NV
$2M1K0.2%

Filing history

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