KEYWISE CAPITAL MANAGEMENT (HK) Ltd

HONG KONG, K3 · CIK 1474069 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · corporation

As an employer

$694.4m reported value +17.1% vs Q1 2026

12positions

99.8%in top 10

4 new 0 added 7 reduced 2 sold out vs Q1 2026

Options: 1 call positions ($6.5m notional), 1 put positions ($33.0m notional) – listed below, not included above.

Also in the report of:

Shares in two reports are counted once in each security's totals.

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	528,600	$252.4m36.35%	36.35%	Reduced -102.8k	-102,830 -16.3%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	424,340	$151.6m21.84%	21.84%	Reduced -16.8k	-16,760 -3.8%
3	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	102,000	$98.4m14.17%	14.17%	Reduced -784	-784 -0.8%
4	CIRCLE INTERNET GROUP INC COM CL A CRCL	CRCL	1,240,417	$77.7m11.19%	11.19%	Reduced -87.5k	-87,513 -6.6%
5	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	528,100	$40.3m5.80%	5.80%	New
6	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	292,870	$34.2m4.92%	4.92%	Reduced -26.9k	-26,950 -8.4%
7	NVIDIA CORPORATION COM NVDA	NVDA	161,180	$32.3m4.64%	4.64%	Reduced -2.9k	-2,860 -1.7%
8	BILIBILI INC SPONS ADS REP Z BILI	BILI	133,540	$2.3m0.33%	0.33%	Reduced -26.2k	-26,240 -16.4%
9	ZOOZ STRATEGY LTD ORD SHS ZOOZ	ZOOZ	400,000	$2.2m0.32%	0.32%	New
10	VOLATILITY SHS TR 2X ETHER ETF NEW ETHU	ETHU	141,500	$1.6m0.23%	0.23%	Unchanged
11	CORNING INC COM GLW	GLW	3,300	$842.9k0.12%	0.12%	New
12	DIREXION SHARES ETF TRUST DAI SEM 3X ETF SOXS	SOXS	181,800	$589.0k0.08%	0.08%	New

Security	Ticker	Shares held before	Value then
ZOOZ STRATEGY LTD ZOOZ	ZOOZ	8,000,000	$2.4m8.0m shares
ASML HOLDING N V ASML	ASML	1,140	$1.5m1.1k shares

Underlying	Ticker	Type	Shares controlled	Notional	Change
BERKSHIRE HATHAWAY INC DEL BRK.B · Put	BRK.B	Put	66,000	$33.0m66.0k shares	New
BILIBILI INC BILI · Call	BILI	Call	380,000	$6.5m380.0k shares	Reduced