KEYWISE CAPITAL MANAGEMENT (HK) Ltd

报告期 2026-03-31 · CIK 0001474069

持仓数

前50大市值合计

$630.0M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q1 21Q4 21Q3 21Q2

22Q1 调仓2021-12-31 → 2022-03-31 · 共 25 项建仓 6增持 2减持 3清仓 14

方向

标的

Δ市值

现股数(环比)

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

-$56.7M

213,008 -68%

建仓

NVDA NVIDIA CORPORATION

+$25.7M

94,330

建仓

U UNITY SOFTWARE INC

+$17.9M

180,700

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

ADBE ADOBE SYSTEMS INCORPORATED

增持

— NEW ORIENTAL ED & TECHNOLOGY

-$9.6M

31,861,400 +45%

减持

BYND BEYOND MEAT INC

-$7.6M

432,480 -1%

减持

VIPS VIPSHOP HOLDINGS LIMITED

+$911.0K

2,122,000 -2%

清仓

SE SEA LTD

-$640.0K

0 -100%

清仓

BEKE KE HLDGS INC

-$523.0K

0 -100%

清仓

QFIN 360 DIGITECH INC

-$500.0K

0 -100%

清仓

BZUN BAOZUN INC

-$474.0K

0 -100%

清仓

BABA ALIBABA GROUP HLDG LTD

-$463.0K

0 -100%

清仓

HTHT HUAZHU GROUP LTD

-$441.0K

0 -100%

清仓

COIN COINBASE GLOBAL INC

-$429.0K

0 -100%

清仓

RLX RLX TECHNOLOGY INC

-$422.0K

0 -100%

清仓

JD JD.COM INC

-$399.0K

0 -100%

清仓

— DADA NEXUS LTD

-$345.0K

0 -100%

清仓

MSFT MICROSOFT CORP

-$269.0K

0 -100%

清仓

XPEV XPENG INC

-$252.0K

0 -100%

建仓

NTES NETEASE INC

+$242.0K

2,700

建仓

DIS DISNEY WALT CO

+$233.0K

1,700

清仓

LI LI AUTO INC

-$228.0K

0 -100%

清仓

NIO NIO INC

-$209.0K

0 -100%

建仓

YUMC YUM CHINA HLDGS INC

+$208.0K

5,000

建仓

YMM FULL TRUCK ALLIANCE CO LTD

+$97.0K

14,500