Keywise Capital Management as of March 31, 2021
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 25 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 21.4 | $78M | 661k | 118.28 | |
| Beyond Meat (BYND) | 15.6 | $57M | 438k | 130.12 | |
| Sea Sponsord Ads (SE) | 14.2 | $52M | 233k | 223.23 | |
| Adobe Systems Incorporated (ADBE) | 11.7 | $43M | 90k | 475.37 | |
| Bilibili Spons Ads Rep Z (BILI) | 9.4 | $34M | 321k | 107.06 | |
| Lauder Estee Cos Cl A (EL) | 9.0 | $33M | 112k | 290.85 | |
| Baidu Spon Adr Rep A (BIDU) | 8.7 | $32M | 145k | 217.55 | |
| Jinkosolar Hldg Sponsored Adr (JKS) | 7.4 | $27M | 647k | 41.69 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 0.5 | $1.7M | 73k | 24.01 | |
| Melco Resorts And Entmnt Adr (MLCO) | 0.2 | $739k | 37k | 19.92 | |
| Huazhu Group Sponsored Ads (HTHT) | 0.2 | $681k | 12k | 54.92 | |
| Airbnb Com Cl A (ABNB) | 0.2 | $658k | 3.5k | 188.00 | |
| Weibo Corp Sponsored Adr (WB) | 0.2 | $626k | 12k | 50.48 | |
| Joyy Ads Repstg Com A (YY) | 0.2 | $562k | 6.0k | 93.67 | |
| Shopify Cl A (SHOP) | 0.2 | $553k | 500.00 | 1106.00 | |
| Snap Cl A (SNAP) | 0.1 | $539k | 10k | 52.33 | |
| Chegg (CHGG) | 0.1 | $531k | 6.2k | 85.65 | |
| Pinduoduo Sponsored Ads (PDD) | 0.1 | $455k | 3.4k | 133.82 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $454k | 20k | 23.28 | |
| Doordash Cl A (DASH) | 0.1 | $433k | 3.3k | 131.21 | |
| Kingsoft Cloud Hldgs Ads (KC) | 0.1 | $350k | 8.9k | 39.33 | |
| Trip Com Group Ads (TCOM) | 0.1 | $329k | 8.3k | 39.64 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.1 | $234k | 4.1k | 57.07 | |
| Roku Com Cl A (ROKU) | 0.1 | $228k | 700.00 | 325.71 | |
| Li Auto Sponsored Ads (LI) | 0.1 | $203k | 8.1k | 25.06 |
