KEYWISE CAPITAL MANAGEMENT (HK) Ltd Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$116.5B
Holdings
17
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MNSOMINISO GROUP HLDG LTD | 2,937,380 | $23.1B | 19.80% | |
| 2 | UUNITY SOFTWARE INC | 597,100 | $22.0B | 18.88% | |
| 3 | ATHMAUTOHOME INC | 524,000 | $20.6B | 17.70% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 212,308 | $17.4B | 14.90% | |
| 5 | ADBEADOBE SYSTEMS INCORPORATED | 40,430 | $14.8B | 12.71% | |
| 6 | NVDANVIDIA CORPORATION | 94,030 | $14.3B | 12.24% | |
| 7 | YMMFULL TRUCK ALLIANCE CO LTD | 58,700 | $532.0M | 0.46% | |
| 8 | BEKEKE HLDGS INC | 24,500 | $440.0M | 0.38% | |
| 9 | YUMCYUM CHINA HLDGS INC | 9,000 | $437.0M | 0.38% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 3,800 | $432.0M | 0.37% | |
| 11 | BZKANZHUN LIMITED | 16,370 | $430.0M | 0.37% | |
| 12 | NTESNETEASE INC | 4,100 | $383.0M | 0.33% | |
| 13 | JDJD.COM INC | 5,900 | $379.0M | 0.33% | |
| 14 | GOOGLALPHABET INC | 165 | $360.0M | 0.31% | |
| 15 | ELLAUDER ESTEE COS INC | 1,400 | $357.0M | 0.31% | |
| 16 | MSFTMICROSOFT CORP | 1,260 | $324.0M | 0.28% | |
| 17 | DISDISNEY WALT CO | 3,370 | $318.0M | 0.27% |