13F Portfolios

KEYWISE CAPITAL MANAGEMENT (HK) Ltd: CIRCLE INTERNET GROUP INC (CRCL): Quarterly 13F Position History

As of Q1 2026, KEYWISE CAPITAL MANAGEMENT (HK) Ltd reported 1,327,930 shares of CIRCLE INTERNET GROUP INC (CRCL), worth $126.7M and representing 21.4% of its 13F equity book. Quarter-over-quarter share count change: + 77,960 (+6.2%) . The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 1,327,930 +77,960 +6.2% $126.7M 21.4% $95.4
Q4 2025 1,249,970 +700,070 +127.3% $99.1M 7.9% $79.3
Q3 2025 549,900 $72.9M 5.8% $132.6

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did KEYWISE CAPITAL MANAGEMENT (HK) Ltd first disclose a CRCL position in 13F-HR filings?

KEYWISE CAPITAL MANAGEMENT (HK) Ltd first reported CIRCLE INTERNET GROUP INC (CRCL) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.

What was KEYWISE CAPITAL MANAGEMENT (HK) Ltd's most recent quarter-over-quarter share-count change in CRCL?

Between Q4 2025 and Q1 2026, KEYWISE CAPITAL MANAGEMENT (HK) Ltd added 77,960 shares of CRCL (+6.2%), bringing the total reported position to 1,327,930 shares at a market value of $126.7M.

Does the implied price-per-share represent KEYWISE CAPITAL MANAGEMENT (HK) Ltd's cost basis in CRCL?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.