Keywise Capital Management as of March 31, 2017
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 20 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Taiwan Semiconductor Mfg (TSM) | 30.4 | $49M | 1.5M | 32.84 | |
Tesla Motors (TSLA) | 19.4 | $32M | 113k | 278.30 | |
NVIDIA Corporation (NVDA) | 17.5 | $28M | 260k | 108.93 | |
Alibaba Group Holding (BABA) | 6.1 | $9.9M | 92k | 107.83 | |
Autohome Inc- (ATHM) | 5.3 | $8.6M | 272k | 31.77 | |
TAL Education (TAL) | 5.0 | $8.1M | 76k | 106.57 | |
Ctrip.com International | 4.4 | $7.2M | 146k | 49.15 | |
NetEase (NTES) | 3.9 | $6.4M | 23k | 284.00 | |
Noah Holdings (NOAH) | 2.4 | $3.8M | 151k | 25.38 | |
New Oriental Education & Tech | 1.2 | $1.9M | 32k | 60.38 | |
China Lodging | 1.0 | $1.6M | 26k | 62.04 | |
Zto Express Cayman (ZTO) | 0.8 | $1.2M | 92k | 13.09 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.6 | $1.0M | 77k | 13.35 | |
Sierra Wireless | 0.5 | $727k | 27k | 26.53 | |
Sina Corporation | 0.3 | $498k | 6.9k | 72.17 | |
Changyou | 0.3 | $496k | 18k | 28.02 | |
58 Com Inc spon adr rep a | 0.3 | $478k | 14k | 35.41 | |
Jd (JD) | 0.3 | $485k | 16k | 31.09 | |
ChinaCache International Holdings | 0.2 | $255k | 164k | 1.56 | |
Sony Corporation (SONY) | 0.1 | $226k | 6.7k | 33.73 |