Keywise Capital Management as of June 30, 2018
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 15 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 25.4 | $75M | 6.9M | 10.85 | |
| Alibaba Group Holding (BABA) | 21.8 | $65M | 347k | 185.53 | |
| IPG Photonics Corporation (IPGP) | 15.8 | $47M | 211k | 220.63 | |
| Momo | 15.1 | $44M | 1.0M | 43.50 | |
| NVIDIA Corporation (NVDA) | 9.8 | $29M | 122k | 236.90 | |
| Beigene | 5.1 | $15M | 98k | 153.73 | |
| Baidu (BIDU) | 1.6 | $4.7M | 19k | 243.02 | |
| Sony Corporation (SONY) | 1.4 | $4.1M | 79k | 51.26 | |
| TAL Education (TAL) | 1.1 | $3.1M | 86k | 36.81 | |
| Taiwan Semiconductor Mfg (TSM) | 0.8 | $2.3M | 62k | 36.55 | |
| Onesmart Intl Ed Group | 0.7 | $2.1M | 192k | 11.10 | |
| Huazhu Group (HTHT) | 0.6 | $1.8M | 42k | 41.99 | |
| Baozun (BZUN) | 0.5 | $1.5M | 27k | 54.70 | |
| New Oriental Education & Tech | 0.3 | $814k | 8.6k | 94.65 | |
| Iqiyi (IQ) | 0.1 | $291k | 9.0k | 32.33 |
