Keywise Capital Management as of Sept. 30, 2018
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 15 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg (TSM) | 21.1 | $59M | 1.3M | 44.16 | |
| Alibaba Group Holding (BABA) | 20.0 | $56M | 339k | 164.76 | |
| Sony Corporation (SONY) | 18.3 | $51M | 845k | 60.65 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 13.5 | $38M | 6.0M | 6.24 | |
| NVIDIA Corporation (NVDA) | 11.9 | $33M | 119k | 281.02 | |
| IPG Photonics Corporation (IPGP) | 11.6 | $32M | 208k | 156.07 | |
| Washington Prime (WB) | 0.7 | $2.1M | 28k | 73.13 | |
| Baozun (BZUN) | 0.7 | $1.9M | 39k | 48.58 | |
| TAL Education (TAL) | 0.6 | $1.5M | 60k | 25.71 | |
| Baidu (BIDU) | 0.4 | $1.2M | 5.4k | 228.70 | |
| REPCOM cla | 0.4 | $1.0M | 14k | 74.93 | |
| Momo | 0.2 | $705k | 16k | 43.79 | |
| 58 Com Inc spon adr rep a | 0.2 | $567k | 7.7k | 73.64 | |
| Zto Express Cayman (ZTO) | 0.2 | $558k | 34k | 16.56 | |
| Autohome Inc- (ATHM) | 0.1 | $418k | 5.4k | 77.41 |
