Keywise Capital Management as of June 30, 2023
Portfolio Holdings for Keywise Capital Management
Keywise Capital Management holds 10 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 29.7 | $163M | 385k | 423.02 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 28.6 | $157M | 4.0M | 39.49 | |
| Microsoft Corporation (MSFT) | 12.9 | $71M | 208k | 340.54 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 6.9 | $38M | 2.2M | 16.99 | |
| Unity Software (U) | 6.8 | $37M | 857k | 43.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $28M | 231k | 119.70 | |
| Palantir Technologies Cl A (PLTR) | 3.6 | $20M | 1.3M | 15.33 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.0 | $17M | 163k | 100.92 | |
| Autohome Sp Ads Rp Cl A (ATHM) | 2.6 | $14M | 488k | 29.16 | |
| Pdd Holdings Sponsored Ads (PDD) | 1.0 | $5.6M | 81k | 69.14 |
