KEYWISE CAPITAL MANAGEMENT (HK) Ltd Q3 2020 Filing
Filed October 29, 2020
Portfolio Value
$404.6B
Holdings
30
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BYNDBEYOND MEAT INC | 495,600 | $82.3B | 20.34% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 661,200 | $53.6B | 13.25% | |
| 3 | ADBEADOBE SYSTEMS INCORPORATED | 89,770 | $44.0B | 10.88% | |
| 4 | SESEA LTD | 243,700 | $37.5B | 9.28% | |
| 5 | BIDUNBAIDU INC | 204,700 | $25.9B | 6.40% | |
| 6 | ELLAUDER ESTEE COS INC | 117,400 | $25.6B | 6.33% | |
| 7 | VIPSVIPSHOP HOLDINGS LIMITED | 1,564,600 | $24.5B | 6.05% | |
| 8 | YUMCYUM CHINA HLDGS INC | 375,907 | $19.9B | 4.92% | |
| 9 | IQIQIYI INC | 871,600 | $19.7B | 4.86% | |
| 10 | LIVNLIVANOVA PLC | 394,807 | $17.8B | 4.41% | |
| 11 | QFIN360 DIGITECH INC | 1,492,838 | $17.8B | 4.41% | |
| 12 | BILIBILIBILI INC | 323,300 | $13.4B | 3.32% | |
| 13 | DAOYOUDAO INC | 227,900 | $5.9B | 1.46% | |
| 14 | —MOGU INC | 1,225,300 | $2.9B | 0.71% | |
| 15 | BZUNBAOZUN INC | 80,000 | $2.6B | 0.64% | |
| 16 | SABRSABRE CORP | 367,900 | $2.4B | 0.59% | |
| 17 | XNETXUNLEI LTD | 370,100 | $1.3B | 0.31% | |
| 18 | MSFTMICROSOFT CORP | 5,700 | $1.2B | 0.30% | |
| 19 | PINSPINTEREST INC | 15,200 | $631.0M | 0.16% | |
| 20 | UPWKUPWORK INC | 35,500 | $619.0M | 0.15% | |
| 21 | LILI AUTO INC | 34,400 | $598.0M | 0.15% | |
| 22 | ROKUROKU INC | 3,100 | $585.0M | 0.14% | |
| 23 | EDUNEW ORIENTAL ED & TECHNOLOGY | 3,900 | $583.0M | 0.14% | |
| 24 | LVGOLIVONGO HEALTH INC | 4,100 | $574.0M | 0.14% | |
| 25 | FVRRFIVERR INTL LTD | 4,000 | $556.0M | 0.14% | |
| 26 | TALTAL EDUCATION GROUP | 6,700 | $509.0M | 0.13% | |
| 27 | MLCOMELCO RESORTS AND ENTMNT LTD | 29,100 | $485.0M | 0.12% | |
| 28 | PDDPINDUODUO INC | 5,700 | $423.0M | 0.10% | |
| 29 | JOYYJOYY INC | 3,900 | $315.0M | 0.08% | |
| 30 | CLVTRIP COM GROUP LTD | 9,400 | $293.0M | 0.07% |