KEYWISE CAPITAL MANAGEMENT (HK) Ltd Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$364.7B
Holdings
25
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 660,888 | $78.2B | 21.43% | |
| 2 | BYNDBEYOND MEAT INC | 438,400 | $57.0B | 15.64% | |
| 3 | SESEA LTD | 232,646 | $51.9B | 14.24% | |
| 4 | ADBEADOBE SYSTEMS INCORPORATED | 89,770 | $42.7B | 11.70% | |
| 5 | BILIBILIBILI INC | 321,000 | $34.4B | 9.42% | |
| 6 | ELLAUDER ESTEE COS INC | 112,300 | $32.7B | 8.95% | |
| 7 | BIDUNBAIDU INC | 145,160 | $31.6B | 8.66% | |
| 8 | JKSJINKOSOLAR HLDG CO LTD | 647,365 | $27.0B | 7.40% | |
| 9 | MNSOMINISO GROUP HLDG LTD | 72,500 | $1.7B | 0.48% | |
| 10 | MLCOMELCO RESORTS AND ENTMNT LTD | 37,100 | $739.0M | 0.20% | |
| 11 | HTHTHUAZHU GROUP LTD | 12,400 | $681.0M | 0.19% | |
| 12 | ABNBAIRBNB INC | 3,500 | $658.0M | 0.18% | |
| 13 | WBWEIBO CORP | 12,400 | $626.0M | 0.17% | |
| 14 | JOYYJOYY INC | 6,000 | $562.0M | 0.15% | |
| 15 | SHOPSHOPIFY INC | 500 | $553.0M | 0.15% | |
| 16 | SNAPSNAP INC | 10,300 | $539.0M | 0.15% | |
| 17 | CHGGCHEGG INC | 6,200 | $531.0M | 0.15% | |
| 18 | PDDPINDUODUO INC | 3,400 | $455.0M | 0.12% | |
| 19 | PLTRPALANTIR TECHNOLOGIES INC | 19,500 | $454.0M | 0.12% | |
| 20 | DASHDOORDASH INC | 3,300 | $433.0M | 0.12% | |
| 21 | KCKINGSOFT CLOUD HLDGS LTD | 8,900 | $350.0M | 0.10% | |
| 22 | CLVTRIP COM GROUP LTD | 8,300 | $329.0M | 0.09% | |
| 23 | BEKEKE HLDGS INC | 4,100 | $234.0M | 0.06% | |
| 24 | ROKUROKU INC | 700 | $228.0M | 0.06% | |
| 25 | LILI AUTO INC | 8,100 | $203.0M | 0.06% |