13F HOLDINGS REPORT
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002309
Total Value
$439.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 3,972,640 | $153.4M | 34.86% |
| 2 | NVIDIA CORPORATION | NVDA | 485,830 | $134.9M | 30.67% |
| 3 | MINISO GROUP HLDG LTD | MSOGF | 2,222,100 | $39.4M | 8.96% |
| 4 | MICROSOFT CORP | MSFT | 126,600 | $36.5M | 8.30% |
| 5 | ALPHABET INC | GOOG | 231,400 | $24.0M | 5.46% |
| 6 | AUTOHOME INC | ATHM | 487,800 | $16.3M | 3.71% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 163,350 | $15.2M | 3.45% |
| 8 | UNITY SOFTWARE INC | U | 383,200 | $12.4M | 2.83% |
| 9 | PDD HOLDINGS INC | PDD | 89,150 | $6.8M | 1.54% |
| 10 | KRANESHARES TR | 500767306 | 15,600 | $486,564 | 0.11% |
| 11 | ALIBABA GROUP HLDG LTD | BBAAY | 4,750 | $485,355 | 0.11% |