Keywise Capital Management as of Sept. 30, 2017
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 15 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 27.0 | $68M | 396k | 172.71 | |
| NVIDIA Corporation (NVDA) | 17.1 | $43M | 242k | 178.77 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 16.5 | $42M | 4.8M | 8.79 | |
| Tesla Motors (TSLA) | 12.7 | $32M | 94k | 341.10 | |
| Taiwan Semiconductor Mfg (TSM) | 10.6 | $27M | 715k | 37.55 | |
| Baozun (BZUN) | 2.8 | $7.1M | 217k | 32.76 | |
| TAL Education (TAL) | 2.6 | $6.5M | 192k | 33.71 | |
| Momo | 2.4 | $6.1M | 194k | 31.34 | |
| Ryb Ed | 1.8 | $4.6M | 163k | 28.50 | |
| Ctrip.com International | 1.6 | $3.9M | 74k | 52.74 | |
| Autohome Inc- (ATHM) | 1.5 | $3.8M | 63k | 60.08 | |
| China Lodging | 1.2 | $2.9M | 25k | 118.82 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 1.0 | $2.4M | 55k | 44.04 | |
| Noah Holdings (NOAH) | 0.9 | $2.4M | 74k | 32.11 | |
| New Oriental Education & Tech | 0.4 | $927k | 11k | 88.29 |
