Keywise Capital Management as of Dec. 31, 2023
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 11 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 20.3 | $123M | 1.2M | 104.00 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 16.5 | $101M | 1.4M | 73.28 | |
| Palantir Technologies Cl A (PLTR) | 14.8 | $90M | 5.2M | 17.17 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 12.7 | $77M | 3.8M | 20.40 | |
| Pdd Holdings Sponsored Ads (PDD) | 11.4 | $69M | 475k | 146.31 | |
| Tesla Motors (TSLA) | 6.1 | $37M | 150k | 248.48 | |
| Unity Software (U) | 5.9 | $36M | 879k | 40.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $33M | 240k | 139.69 | |
| NVIDIA Corporation (NVDA) | 4.2 | $26M | 52k | 495.22 | |
| Autohome Sp Ads Rp Cl A (ATHM) | 2.2 | $14M | 488k | 28.06 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.7M | 4.6k | 376.04 |
