Keywise Capital Management as of June 30, 2022
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 17 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Miniso Group Hldg Sponsored Ads (MNSO) | 19.8 | $23M | 2.9M | 7.85 | |
| Unity Software (U) | 18.9 | $22M | 597k | 36.82 | |
| Autohome Sp Ads Rp Cl A (ATHM) | 17.7 | $21M | 524k | 39.33 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 14.9 | $17M | 212k | 81.75 | |
| Adobe Systems Incorporated (ADBE) | 12.7 | $15M | 40k | 366.06 | |
| NVIDIA Corporation (NVDA) | 12.2 | $14M | 94k | 151.59 | |
| Full Truck Alliance Sponsored Ads (YMM) | 0.5 | $532k | 59k | 9.06 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.4 | $440k | 25k | 17.96 | |
| Yum China Holdings (YUMC) | 0.4 | $437k | 9.0k | 48.56 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $432k | 3.8k | 113.68 | |
| Kanzhun Sponsored Ads (BZ) | 0.4 | $430k | 16k | 26.27 | |
| Netease Sponsored Ads (NTES) | 0.3 | $383k | 4.1k | 93.41 | |
| Jd.com Spon Adr Cl A (JD) | 0.3 | $379k | 5.9k | 64.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $360k | 165.00 | 2181.82 | |
| Lauder Estee Cos Cl A (EL) | 0.3 | $357k | 1.4k | 255.00 | |
| Microsoft Corporation (MSFT) | 0.3 | $324k | 1.3k | 257.14 | |
| Walt Disney Company (DIS) | 0.3 | $318k | 3.4k | 94.36 |
