Keywise Capital Management (Hk) LTD Portfolio Holdings by Sector
Keywise Capital Management (Hk) LTD
- $1.22 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
PLTR MSFT PLTR 3 stocks |
$410,079
33.58% of portfolio
|
- |
  3  
|
- | - |
1
Calls
0
Puts
|
Semiconductors | Technology
TSM NVDA 2 stocks |
$270,753
22.17% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
MNSO 1 stocks |
$219,834
18.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
PDD VIPS PDD 3 stocks |
$138,013
11.3% of portfolio
|
  2  
|
- |
  1  
|
- |
1
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$53,727
4.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOGL ATHM 3 stocks |
$51,997
4.26% of portfolio
|
  3  
|
- |
  2  
|
- |
1
Calls
0
Puts
|
Software—Application | Technology
YMM 1 stocks |
$45,816
3.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
EDU GOTU 2 stocks |
$30,652
2.51% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
GDS 1 stocks |
$441
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|