Keywise Capital Management as of Sept. 30, 2022
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 11 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Oriental Ed & Technology Spon Adr (EDU) | 45.3 | $95M | 4.0M | 23.97 | |
| NVIDIA Corporation (NVDA) | 18.4 | $39M | 318k | 121.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 10.5 | $22M | 323k | 68.56 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 7.6 | $16M | 2.9M | 5.49 | |
| Autohome Sp Ads Rp Cl A (ATHM) | 7.0 | $15M | 511k | 28.76 | |
| Adobe Systems Incorporated (ADBE) | 5.3 | $11M | 40k | 275.20 | |
| Pinduoduo Sponsored Ads (PDD) | 5.2 | $11M | 173k | 62.58 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.2 | $429k | 25k | 17.51 | |
| Netflix (NFLX) | 0.2 | $424k | 1.8k | 235.56 | |
| Netease Sponsored Ads (NTES) | 0.1 | $310k | 4.1k | 75.61 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $302k | 1.4k | 215.71 |
