KEYWISE CAPITAL MANAGEMENT (HK) Ltd Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$408.2B
Holdings
13
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 997,488 | $119.9B | 29.36% | |
| 2 | BYNDBEYOND MEAT INC | 438,100 | $69.0B | 16.90% | |
| 3 | SESEA LTD | 229,100 | $62.9B | 15.41% | |
| 4 | ADBEADOBE SYSTEMS INCORPORATED | 89,770 | $52.6B | 12.88% | |
| 5 | ELLAUDER ESTEE COS INC | 112,300 | $35.7B | 8.75% | |
| 6 | VIPSVIPSHOP HOLDINGS LIMITED | 1,727,400 | $34.7B | 8.50% | |
| 7 | BIDUNBAIDU INC | 141,660 | $28.9B | 7.08% | |
| 8 | JKSJINKOSOLAR HLDG CO LTD | 23,765 | $1.3B | 0.33% | |
| 9 | —MISSFRESH LTD | 150,000 | $1.3B | 0.32% | |
| 10 | MNSOMINISO GROUP HLDG LTD | 50,300 | $1.0B | 0.26% | |
| 11 | ACMRACM RESH INC | 3,900 | $399.0M | 0.10% | |
| 12 | LILI AUTO INC | 8,100 | $283.0M | 0.07% | |
| 13 | MSFTMICROSOFT CORP | 800 | $217.0M | 0.05% |