Keywise Capital Management as of March 31, 2018
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 12 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 34.7 | $113M | 6.8M | 16.62 | |
| IPG Photonics Corporation (IPGP) | 19.8 | $64M | 275k | 233.38 | |
| NVIDIA Corporation (NVDA) | 17.4 | $56M | 244k | 231.59 | |
| Beigene | 11.6 | $38M | 225k | 168.00 | |
| Alibaba Group Holding (BABA) | 8.6 | $28M | 152k | 183.54 | |
| Onesmart Intl Ed Group | 2.4 | $7.6M | 709k | 10.75 | |
| Baozun (BZUN) | 1.6 | $5.2M | 114k | 45.88 | |
| Taiwan Semiconductor Mfg (TSM) | 1.3 | $4.3M | 98k | 43.76 | |
| China Lodging | 1.2 | $4.0M | 31k | 131.70 | |
| TAL Education (TAL) | 1.1 | $3.5M | 93k | 37.11 | |
| New Oriental Education & Tech | 0.2 | $657k | 7.5k | 87.60 | |
| Bright Scholar Ed Hldgs | 0.1 | $307k | 20k | 15.43 |
