Keywise Capital Management as of March 31, 2023
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 11 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Oriental Ed & Technology Spon Adr (EDU) | 34.9 | $153M | 4.0M | 38.61 | |
| NVIDIA Corporation (NVDA) | 30.7 | $135M | 486k | 277.77 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 9.0 | $39M | 2.2M | 17.74 | |
| Microsoft Corporation (MSFT) | 8.3 | $37M | 127k | 288.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $24M | 231k | 103.73 | |
| Autohome Sp Ads Rp Cl A (ATHM) | 3.7 | $16M | 488k | 33.47 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.5 | $15M | 163k | 93.02 | |
| Unity Software (U) | 2.8 | $12M | 383k | 32.44 | |
| Pdd Holdings Sponsored Ads (PDD) | 1.5 | $6.8M | 89k | 75.90 | |
| Kraneshares Tr Csi Chi Internet (KWEB) | 0.1 | $487k | 16k | 31.19 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $485k | 4.8k | 102.18 |
