KEYWISE CAPITAL MANAGEMENT (HK) Ltd Q4 2019 Filing
Filed February 12, 2020
Portfolio Value
$301.6B
Holdings
17
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,253,900 | $72.9B | 24.15% | |
| 2 | VIPSVIPSHOP HLDGS LTD | 5,036,600 | $71.4B | 23.66% | |
| 3 | LKNCYLUCKIN COFFEE INC | 1,243,100 | $48.9B | 16.22% | |
| 4 | PDDPINDUODUO INC | 1,018,900 | $38.5B | 12.78% | |
| 5 | MOMOUSDMOMO INC | 733,200 | $24.6B | 8.14% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 36,564 | $7.8B | 2.57% | |
| 7 | NTESNETEASE INC | 19,600 | $6.0B | 1.99% | |
| 8 | EDUNEW ORIENTAL ED & TECH GRP I | 44,000 | $5.3B | 1.77% | |
| 9 | TALTAL EDUCATION GROUP | 107,700 | $5.2B | 1.72% | |
| 10 | BIDUNBAIDU INC | 38,300 | $4.8B | 1.60% | |
| 11 | SESEA LTD | 120,300 | $4.8B | 1.60% | |
| 12 | GOTUGSX TECHEDU INC | 220,600 | $4.8B | 1.60% | |
| 13 | BILIBILIBILI INC | 114,000 | $2.1B | 0.70% | |
| 14 | JOBSUSD51JOB INC | 22,296 | $1.9B | 0.63% | |
| 15 | JDJD COM INC | 36,000 | $1.3B | 0.42% | |
| 16 | YUMCYUM CHINA HLDGS INC | 15,200 | $730.0M | 0.24% | |
| 17 | CLVTRIP COM GROUP LTD | 17,500 | $587.0M | 0.19% |