Keywise Capital Management

Keywise Capital Management as of March 31, 2017

Portfolio Holdings for Keywise Capital Management

Keywise Capital Management holds 20 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Mfg (TSM) 30.4 $49M 1.5M 32.84
Tesla Motors (TSLA) 19.4 $32M 113k 278.30
NVIDIA Corporation (NVDA) 17.5 $28M 260k 108.93
Alibaba Group Holding (BABA) 6.1 $9.9M 92k 107.83
Autohome Inc- (ATHM) 5.3 $8.6M 272k 31.77
TAL Education (TAL) 5.0 $8.1M 76k 106.57
Ctrip.com International 4.4 $7.2M 146k 49.15
NetEase (NTES) 3.9 $6.4M 23k 284.00
Noah Holdings (NOAH) 2.4 $3.8M 151k 25.38
New Oriental Education & Tech 1.2 $1.9M 32k 60.38
China Lodging 1.0 $1.6M 26k 62.04
Zto Express Cayman (ZTO) 0.8 $1.2M 92k 13.09
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 0.6 $1.0M 77k 13.35
Sierra Wireless 0.5 $727k 27k 26.53
Sina Corporation 0.3 $498k 6.9k 72.17
Changyou 0.3 $496k 18k 28.02
58 Com Inc spon adr rep a 0.3 $478k 14k 35.41
Jd (JD) 0.3 $485k 16k 31.09
ChinaCache International Holdings 0.2 $255k 164k 1.56
Sony Corporation (SONY) 0.1 $226k 6.7k 33.73