Keywise Capital Management as of March 31, 2024
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 12 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 25.5 | $189M | 1.4M | 136.05 | |
| Palantir Technologies Cl A (PLTR) | 20.5 | $152M | 6.6M | 23.01 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 16.1 | $119M | 1.4M | 86.82 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 14.5 | $107M | 5.2M | 20.50 | |
| NVIDIA Corporation (NVDA) | 6.3 | $46M | 51k | 903.56 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $36M | 238k | 150.93 | |
| Pdd Holdings Sponsored Ads (PDD) | 3.7 | $28M | 239k | 116.25 | |
| Vipshop Hldgs Sponsored Ads A (VIPS) | 3.4 | $26M | 1.5M | 16.55 | |
| Unity Software (U) | 3.2 | $23M | 876k | 26.70 | |
| Autohome Sp Ads Rp Cl A (ATHM) | 1.7 | $13M | 488k | 26.22 | |
| Microsoft Corporation (MSFT) | 0.2 | $1.5M | 3.6k | 420.72 | |
| Eaton Corp SHS (ETN) | 0.1 | $500k | 1.6k | 312.68 |
