KEYWISE CAPITAL MANAGEMENT (HK) Ltd Q2 2020 Filing
Filed July 29, 2020
Portfolio Value
$399.7B
Holdings
33
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BYNDBEYOND MEAT INC | 477,400 | $64.0B | 16.00% | |
| 2 | ADBEADOBE INC | 117,380 | $51.1B | 12.78% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 663,100 | $37.6B | 9.42% | |
| 4 | VIPSVIPSHOP HOLDINGS LIMITED | 1,500,550 | $29.9B | 7.47% | |
| 5 | BILIBILIBILI INC | 594,000 | $27.5B | 6.88% | |
| 6 | SESEA LTD | 256,200 | $27.5B | 6.87% | |
| 7 | BIDUNBAIDU INC | 203,300 | $24.4B | 6.10% | |
| 8 | QFIN360 FINANCE INC | 2,183,668 | $23.4B | 5.85% | |
| 9 | ELLAUDER ESTEE COS INC | 119,300 | $22.5B | 5.63% | |
| 10 | IQIQIYI INC | 876,000 | $20.3B | 5.08% | |
| 11 | LIVNLIVANOVA PLC | 413,907 | $19.9B | 4.98% | |
| 12 | YUMCYUM CHINA HLDGS INC | 388,707 | $18.7B | 4.67% | |
| 13 | DAOYOUDAO INC | 250,800 | $9.4B | 2.35% | |
| 14 | METAFACEBOOK INC | 17,300 | $3.9B | 0.98% | |
| 15 | BZUNBAOZUN INC | 95,610 | $3.7B | 0.92% | |
| 16 | SABRSABRE CORP | 367,900 | $3.0B | 0.74% | |
| 17 | GOTUGSX TECHEDU INC | 30,100 | $1.8B | 0.45% | |
| 18 | MSFTMICROSOFT CORP | 8,470 | $1.7B | 0.43% | |
| 19 | BYDBOYD GAMING CORP | 77,400 | $1.6B | 0.40% | |
| 20 | BABAALIBABA GROUP HLDG LTD | 6,164 | $1.3B | 0.33% | |
| 21 | JDJD.COM INC | 15,200 | $915.0M | 0.23% | |
| 22 | EDUNEW ORIENTAL ED & TECHNOLOGY | 6,280 | $818.0M | 0.20% | |
| 23 | TALTAL EDUCATION GROUP | 10,480 | $717.0M | 0.18% | |
| 24 | ZLABZAI LAB LTD | 6,800 | $558.0M | 0.14% | |
| 25 | SHOPSHOPIFY INC | 500 | $475.0M | 0.12% | |
| 26 | FTCHQFARFETCH LTD | 25,200 | $435.0M | 0.11% | |
| 27 | JOYYJOYY INC | 4,600 | $407.0M | 0.10% | |
| 28 | JMIAJUMIA TECHNOLOGIES AG | 71,700 | $394.0M | 0.10% | |
| 29 | JOBSUSD51JOB INC | 5,300 | $380.0M | 0.10% | |
| 30 | MOMOUSDMOMO INC | 21,630 | $378.0M | 0.09% | |
| 31 | HUYAHUYA INC | 20,100 | $375.0M | 0.09% | |
| 32 | DOYUDOUYU INTERNATIONAL HLDNGS L | 31,900 | $368.0M | 0.09% | |
| 33 | PDDPINDUODUO INC | 3,500 | $300.0M | 0.08% |