13F Portfolios

KEYWISE CAPITAL MANAGEMENT (HK) Ltd: ALPHABET CL A (GOOGL): Quarterly 13F Position History

As of Q1 2026, KEYWISE CAPITAL MANAGEMENT (HK) Ltd reported 441,100 shares of ALPHABET CL A (GOOGL), worth $126.8M and representing 21.4% of its 13F equity book. Quarter-over-quarter share count change: 822,800 (-65.1%) . The position first appeared in Q2 2022 and has been disclosed across 16 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 16 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 441,100 822,800 -65.1% $126.8M 21.4% $287.6
Q4 2025 1,263,900 3,600 -0.3% $395.6M 31.5% $313.0
Q3 2025 1,267,500 +2,850 +0.2% $308.1M 24.7% $243.1
Q2 2025 1,264,650 +830,000 +191.0% $222.9M 20.3% $176.2
Q1 2025 434,650 +200,290 +85.5% $67.2M 7.4% $154.6
Q4 2024 234,360 +710 +0.3% $44.4M 3.7% $189.3
Q3 2024 233,650 650 -0.3% $38.8M 3.9% $165.8
Q2 2024 234,300 4,050 -1.7% $42.7M 5.2% $182.2
Q1 2024 238,350 1,100 -0.5% $36.0M 4.9% $150.9
Q4 2023 239,450 0 $33.4M 5.5% $139.7
Q3 2023 239,450 +8,100 +3.5% $31.3M 5.2% $130.9
Q2 2023 231,350 50 -0.0% $27.7M 5.0% $119.7
Q1 2023 231,400 +231,400 $24.0M 5.5% $103.7
Q4 2022 0 0 $0 0.0%
Q3 2022 0 165 -100.0% $0 0.0%
Q2 2022 165 $360.0K 0.3% $2181.8

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 GOOGL position in 13F-HR filings?

KEYWISE CAPITAL MANAGEMENT (HK) Ltd first reported ALPHABET CL A (GOOGL) on its 13F-HR filing for the period ending 2022-06-30 (Q2 2022). The position has appeared on 16 reported quarters within Pactolio's tracked window.

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

Between Q4 2025 and Q1 2026, KEYWISE CAPITAL MANAGEMENT (HK) Ltd reduced its GOOGL position by 822,800 shares (-65.1%), leaving 441,100 shares at a market value of $126.8M.

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

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.