Keywise Capital Management as of Sept. 30, 2019
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 17 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 28.4 | $63M | 7.0M | 8.92 | |
| Alibaba Group Holding (BABA) | 26.9 | $59M | 354k | 167.23 | |
| Taiwan Semiconductor Mfg (TSM) | 20.2 | $45M | 956k | 46.48 | |
| NVIDIA Corporation (NVDA) | 13.7 | $30M | 173k | 174.07 | |
| New Oriental Education & Tech | 1.5 | $3.4M | 31k | 110.75 | |
| Ctrip.com International | 1.3 | $2.8M | 96k | 29.29 | |
| 51job | 1.1 | $2.4M | 32k | 73.99 | |
| Pinduoduo (PDD) | 1.1 | $2.3M | 72k | 32.22 | |
| NetEase (NTES) | 1.0 | $2.3M | 8.5k | 266.24 | |
| Huya Inc ads rep shs a (HUYA) | 1.0 | $2.2M | 95k | 23.64 | |
| TAL Education (TAL) | 1.0 | $2.2M | 63k | 34.24 | |
| Melco Crown Entertainment (MLCO) | 1.0 | $2.1M | 111k | 19.41 | |
| Momo | 0.9 | $2.0M | 66k | 30.98 | |
| Jd (JD) | 0.4 | $849k | 30k | 28.21 | |
| Yum China Holdings (YUMC) | 0.3 | $691k | 15k | 45.46 | |
| Micron Technology (MU) | 0.2 | $399k | 9.3k | 42.90 | |
| 58 Com Inc spon adr rep a | 0.2 | $350k | 7.1k | 49.30 |
