Keywise Capital Management as of June 30, 2024
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 12 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 25.2 | $210M | 1.2M | 173.81 | |
| Palantir Technologies Cl A (PLTR) | 24.5 | $204M | 8.0M | 25.33 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 11.9 | $99M | 5.2M | 19.07 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 9.0 | $75M | 962k | 77.73 | |
| Pdd Holdings Sponsored Ads (PDD) | 8.7 | $72M | 544k | 132.95 | |
| NVIDIA Corporation (NVDA) | 7.6 | $63M | 512k | 123.54 | |
| Apple (AAPL) | 5.4 | $45M | 214k | 210.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $43M | 234k | 182.15 | |
| Vipshop Hldgs Sponsored Ads A (VIPS) | 2.4 | $20M | 1.5M | 13.02 | |
| Microsoft Corporation (MSFT) | 0.1 | $1.1M | 2.5k | 446.95 | |
| Eaton Corp SHS (ETN) | 0.0 | $376k | 1.2k | 313.55 | |
| Gaotu Techedu Sponsored Ads (GOTU) | 0.0 | $143k | 29k | 4.90 |
