Keywise Capital Management as of June 30, 2019
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 12 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 24.7 | $60M | 7.0M | 8.63 | |
| Taiwan Semiconductor Mfg (TSM) | 15.6 | $38M | 964k | 39.17 | |
| Alibaba Group Holding (BABA) | 13.3 | $32M | 191k | 169.45 | |
| Pinduoduo (PDD) | 12.6 | $31M | 1.5M | 20.63 | |
| NVIDIA Corporation (NVDA) | 11.8 | $29M | 174k | 164.23 | |
| 58 Com Inc spon adr rep a | 11.5 | $28M | 448k | 62.17 | |
| Qudian (QD) | 9.2 | $23M | 3.0M | 7.50 | |
| New Oriental Education & Tech | 0.6 | $1.5M | 15k | 96.56 | |
| 360 Finance Inc ads (QFIN) | 0.2 | $604k | 51k | 11.75 | |
| TAL Education (TAL) | 0.2 | $556k | 15k | 38.08 | |
| NetEase (NTES) | 0.1 | $307k | 1.2k | 255.83 | |
| Yum China Holdings (YUMC) | 0.1 | $296k | 6.4k | 46.25 |
