KEYWISE CAPITAL MANAGEMENT Ltd 13F Holdings
CIK 0001473434 · GRAND CAYMAN, E9
As of Sep 30, 2019, KEYWISE CAPITAL MANAGEMENT Ltd reported 17 positions worth $220.4K in its SEC Form 13F filing.
Top 17 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VIPSHOP HOLDINGS LTD | VIPS | Consumer Cyclical | 7,015,500 | $62.6K | 28.39% |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 353,864 | $59.2K | 26.85% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 956,400 | $44.5K | 20.17% |
| NVIDIA CORP | NVDA | Technology | 173,400 | $30.2K | 13.69% |
| NEW ORIENTAL EDUCATION | EDU | Consumer Defensive | 30,500 | $3.4K | 1.53% |
| TRIP COM GROUP LTD | — | — | 95,500 | $2.8K | 1.27% |
| 51JOB INC | JOBS | Industrials | 32,300 | $2.4K | 1.08% |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 72,400 | $2.3K | 1.06% |
| NETEASE INC | NTES | Communication Services | 8,500 | $2.3K | 1.03% |
| HUYA INC | HUYA | Communication Services | 94,800 | $2.2K | 1.02% |
| TAL EDUCATION GROUP | TAL | Consumer Defensive | 63,200 | $2.2K | 0.98% |
| MELCO RESORTS & ENTERTAINMENT LTD | MLCO | Consumer Cyclical | 110,500 | $2.1K | 0.97% |
| MOMO INC-SPON ADR | MOMO | Communication Services | 65,600 | $2.0K | 0.92% |
| JDCOM INC | JD | Consumer Cyclical | 30,100 | $849.0 | 0.39% |
| YUM CHINA HOLDINGS INC | YUMC | Consumer Cyclical | 15,200 | $691.0 | 0.31% |
| MICRON TECHNOLOGY INC | MU | Technology | 9,300 | $399.0 | 0.18% |
| 58 COM INC | WUBA | Communication Services | 7,100 | $350.0 | 0.16% |