13F HOLDINGS REPORT
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-001413
Total Value
$283.5M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 3,972,640 | $138.3M | 48.80% |
| 2 | MINISO GROUP HLDG LTD | MSOGF | 4,361,800 | $46.8M | 16.51% |
| 3 | NVIDIA CORPORATION | NVDA | 317,930 | $46.5M | 16.39% |
| 4 | AUTOHOME INC | ATHM | 512,100 | $15.7M | 5.53% |
| 5 | ADOBE SYSTEMS INCORPORATED | ADBE | 40,420 | $13.6M | 4.80% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 163,350 | $12.2M | 4.29% |
| 7 | PINDUODUO INC | PDD | 100,850 | $8.2M | 2.90% |
| 8 | KRANESHARES TR | 500767306 | 15,600 | $471,120 | 0.17% |
| 9 | ALIBABA GROUP HLDG LTD | BBAAY | 4,750 | $418,428 | 0.15% |
| 10 | WALMART INC | WMT | 1,800 | $255,222 | 0.09% |
| 11 | ETSY INC | ETSY | 1,950 | $233,571 | 0.08% |
| 12 | NETEASE INC | NETTF | 3,200 | $232,416 | 0.08% |
| 13 | UBER TECHNOLOGIES INC | UBER | 9,000 | $222,570 | 0.08% |
| 14 | COSTCO WHSL CORP NEW | 22160K105 | 450 | $205,425 | 0.07% |
| 15 | UPWORK INC | UPWK | 17,100 | $178,524 | 0.06% |