KEYWISE CAPITAL MANAGEMENT (HK) Ltd

**KEYWISE CAPITAL MANAGEMENT (HK) Ltd** manages $881M across a focused portfolio of 17 positions. The firm exhibits significant conviction in technology and data infrastructure, highlighted by a substantial $361.8M allocation to PLTR. Key secondary holdings include EL ($146.7M) and CRCL ($99.1M), underpinning a strategy that favors high-conviction, large-cap technology exposure. This concentrated approach demonstrates deep research into sector leaders, with NVDA ($89.0M) rounding out the top tier of investments.

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