Keywise Capital Management as of Sept. 30, 2023
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 10 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Oriental Ed & Technology Spon Adr (EDU) | 23.7 | $143M | 2.4M | 58.55 | |
| Palantir Technologies Cl A (PLTR) | 14.0 | $85M | 5.3M | 16.00 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 13.8 | $84M | 3.2M | 25.90 | |
| NVIDIA Corporation (NVDA) | 13.2 | $80M | 184k | 434.99 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 12.9 | $78M | 900k | 86.90 | |
| Pdd Holdings Sponsored Ads (PDD) | 5.5 | $33M | 340k | 98.07 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $31M | 240k | 130.86 | |
| Microsoft Corporation (MSFT) | 4.6 | $28M | 88k | 315.75 | |
| Unity Software (U) | 4.6 | $28M | 879k | 31.39 | |
| Autohome Sp Ads Rp Cl A (ATHM) | 2.5 | $15M | 488k | 30.35 |
