Keywise Capital Management as of Sept. 30, 2024
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 14 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 29.6 | $300M | 8.1M | 37.20 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 17.8 | $180M | 1.0M | 173.67 | |
| Pdd Holdings Sponsored Ads (PDD) | 15.3 | $155M | 1.1M | 134.81 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 9.0 | $91M | 5.2M | 17.54 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 7.2 | $73M | 957k | 75.84 | |
| NVIDIA Corporation (NVDA) | 6.0 | $60M | 497k | 121.44 | |
| Apple (AAPL) | 4.9 | $50M | 215k | 233.00 | |
| GDS HLDGS Sponsored Ads (GDS) | 3.9 | $39M | 1.9M | 20.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $39M | 234k | 165.85 | |
| Vipshop Hldgs Sponsored Ads A (VIPS) | 2.4 | $24M | 1.5M | 15.73 | |
| Microsoft Corporation (MSFT) | 0.1 | $796k | 1.9k | 430.30 | |
| Eaton Corp SHS (ETN) | 0.0 | $398k | 1.2k | 331.44 | |
| Gaotu Techedu Sponsored Ads (GOTU) | 0.0 | $361k | 92k | 3.92 | |
| Full Truck Alliance Sponsored Ads (YMM) | 0.0 | $147k | 16k | 9.01 |
