KEYWISE CAPITAL MANAGEMENT (HK) Ltd Q4 2020 Filing
Filed February 3, 2021
Portfolio Value
$327.2B
Holdings
14
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 661,088 | $72.1B | 22.03% | |
| 2 | BYNDBEYOND MEAT INC | 464,600 | $58.1B | 17.75% | |
| 3 | SESEA LTD | 232,573 | $46.3B | 14.15% | |
| 4 | ADBEADOBE SYSTEMS INCORPORATED | 89,770 | $44.9B | 13.72% | |
| 5 | ELLAUDER ESTEE COS INC | 113,473 | $30.2B | 9.23% | |
| 6 | BILIBILIBILI INC | 323,188 | $27.7B | 8.47% | |
| 7 | JKSJINKOSOLAR HLDG CO LTD | 397,265 | $24.6B | 7.51% | |
| 8 | QFIN360 DIGITECH INC | 1,492,838 | $17.6B | 5.38% | |
| 9 | SABRSABRE CORP | 155,700 | $1.9B | 0.57% | |
| 10 | —MOGU INC | 759,453 | $1.6B | 0.50% | |
| 11 | MNSOMINISO GROUP HLDG LTD | 31,200 | $823.0M | 0.25% | |
| 12 | MSFTMICROSOFT CORP | 2,376 | $528.0M | 0.16% | |
| 13 | XNETXUNLEI LTD | 157,900 | $456.0M | 0.14% | |
| 14 | LILI AUTO INC | 13,500 | $389.0M | 0.12% |