Keywise Capital Management as of Dec. 31, 2019
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 17 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg (TSM) | 24.1 | $73M | 1.3M | 58.10 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 23.7 | $71M | 5.0M | 14.17 | |
| Luckin Coffee (LKNCY) | 16.2 | $49M | 1.2M | 39.36 | |
| Pinduoduo (PDD) | 12.8 | $39M | 1.0M | 37.82 | |
| Momo | 8.1 | $25M | 733k | 33.50 | |
| Alibaba Group Holding (BABA) | 2.6 | $7.8M | 37k | 212.09 | |
| NetEase (NTES) | 2.0 | $6.0M | 20k | 306.63 | |
| New Oriental Education & Tech | 1.8 | $5.3M | 44k | 121.25 | |
| TAL Education (TAL) | 1.7 | $5.2M | 108k | 48.20 | |
| Baidu (BIDU) | 1.6 | $4.8M | 38k | 126.40 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 1.6 | $4.8M | 120k | 40.22 | |
| Gsx Techedu 3 Adr Rep 2 Cl A Ord (GOTU) | 1.6 | $4.8M | 221k | 21.86 | |
| Bilibili Ads (BILI) | 0.7 | $2.1M | 114k | 18.62 | |
| 51job | 0.6 | $1.9M | 22k | 84.90 | |
| Jd (JD) | 0.4 | $1.3M | 36k | 35.22 | |
| Yum China Holdings (YUMC) | 0.2 | $730k | 15k | 48.03 | |
| Trip Com Intl Ltd Sponsored Ad (TCOM) | 0.2 | $587k | 18k | 33.54 |
