Keywise Capital Management as of Sept. 30, 2021
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 22 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 30.6 | $73M | 656k | 111.65 | |
Beyond Meat (BYND) | 19.3 | $46M | 438k | 105.26 | |
New Oriental Ed & Technology Spon Adr | 18.9 | $45M | 22M | 2.05 | |
Vipshop Holdings Sponsored Ads A (VIPS) | 10.1 | $24M | 2.2M | 11.14 | |
Baidu Spon Adr Rep A (BIDU) | 9.3 | $22M | 145k | 153.75 | |
Adobe Systems Incorporated (ADBE) | 8.3 | $20M | 35k | 575.71 | |
Miniso Group Hldg Sponsored Ads (MNSO) | 0.6 | $1.4M | 94k | 15.24 | |
Sea Sponsord Ads (SE) | 0.5 | $1.1M | 3.5k | 318.79 | |
Quantumscape Corp Com Cl A (QS) | 0.3 | $614k | 25k | 24.56 | |
Kanzhun Sponsored Ads (BZ) | 0.2 | $539k | 15k | 36.01 | |
Huazhu Group Sponsored Ads (HTHT) | 0.2 | $535k | 12k | 45.90 | |
Jd.com Spon Adr Cl A (JD) | 0.2 | $531k | 7.3k | 72.30 | |
Farfetch Ord Sh Cl A (FTCHQ) | 0.2 | $523k | 14k | 37.47 | |
Joyy Ads Repstg Com A (YY) | 0.2 | $479k | 8.7k | 54.86 | |
Zhihu Ads | 0.2 | $459k | 50k | 9.22 | |
360 Digitech American Dep (QFIN) | 0.2 | $455k | 22k | 20.30 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $330k | 1.1k | 300.00 | |
Jinkosolar Hldg Sponsored Adr (JKS) | 0.1 | $319k | 7.0k | 45.80 | |
Futu Hldgs Spon Ads Cl A (FUTU) | 0.1 | $228k | 2.5k | 91.20 | |
Microsoft Corporation (MSFT) | 0.1 | $226k | 800.00 | 282.50 | |
Dada Nexus Ads (DADA) | 0.1 | $223k | 11k | 20.05 | |
Bilibili Spons Ads Rep Z (BILI) | 0.1 | $216k | 3.3k | 66.32 |