KEYWISE CAPITAL MANAGEMENT (HK) Ltd Q1 2020 Filing
Filed April 23, 2020
Portfolio Value
$369.0B
Holdings
25
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VIPSVIPSHOP HLDGS LTD | 5,408,150 | $84.3B | 22.83% | |
| 2 | GILDGILEAD SCIENCES INC | 824,300 | $61.6B | 16.70% | |
| 3 | MUMICRON TECHNOLOGY INC | 823,700 | $34.6B | 9.39% | |
| 4 | BILIBILIBILI INC | 1,433,650 | $33.6B | 9.10% | |
| 5 | ASMLASML HOLDING N V | 113,600 | $29.7B | 8.05% | |
| 6 | JOYYJOYY INC | 556,650 | $29.6B | 8.03% | |
| 7 | FTCHQFARFETCH LTD | 3,565,300 | $28.2B | 7.63% | |
| 8 | LKNCYLUCKIN COFFEE INC | 804,550 | $21.9B | 5.93% | |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 284,200 | $13.6B | 3.68% | |
| 10 | DAOYOUDAO INC | 515,668 | $10.8B | 2.94% | |
| 11 | LIVNLIVANOVA PLC | 127,100 | $5.8B | 1.56% | |
| 12 | ZMZOOM VIDEO COMMUNICATIONS IN | 22,700 | $3.3B | 0.90% | |
| 13 | YUMCYUM CHINA HLDGS INC | 54,800 | $2.3B | 0.63% | |
| 14 | JDJD COM INC | 30,450 | $1.2B | 0.33% | |
| 15 | BABAALIBABA GROUP HLDG LTD | 6,164 | $1.2B | 0.32% | |
| 16 | BZUNBAOZUN INC | 30,400 | $849.0M | 0.23% | |
| 17 | WUBAUSD58 COM INC | 17,200 | $838.0M | 0.23% | |
| 18 | JOBSUSD51JOB INC | 13,500 | $829.0M | 0.22% | |
| 19 | ATHMAUTOHOME INC | 11,550 | $820.0M | 0.22% | |
| 20 | GOTUGSX TECHEDU INC | 19,150 | $811.0M | 0.22% | |
| 21 | GDSGDS HLDGS LTD | 13,800 | $800.0M | 0.22% | |
| 22 | SYKSTRYKER CORP | 4,000 | $666.0M | 0.18% | |
| 23 | MSFTMICROSOFT CORP | 4,200 | $662.0M | 0.18% | |
| 24 | ACMRACM RESEARCH INC | 21,400 | $634.0M | 0.17% | |
| 25 | IQIQIYI INC | 17,200 | $306.0M | 0.08% |