87 is the total number of securities KEYWISE CAPITAL MANAGEMENT (HK) Ltd has owned. The longest KEYWISE CAPITAL MANAGEMENT (HK) Ltd has owned a single stock is 16 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TSM | TAIWAN SEMICONDUCTOR M... | 16 | 16 | 3.00% | 15.96% | 39.97% | Q4 2019 | Q3 2023 | 16 |
| MNSO | MINISO GROUP HLDG LTD | 12 | 12 | 0.13% | 6.29% | 19.80% | Q4 2020 | Q3 2023 | 12 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 11 | 11 | 4.80% | 11.23% | 20.47% | Q2 2020 | Q4 2022 | 11 |
| MSFT | MICROSOFT CORP | 4 | 1 | 0.05% | 2.49% | 12.90% | Q1 2020 | Q3 2023 | 11 |
| PDD | PINDUODUO INC | 5 | 1 | 0.08% | 3.25% | 12.78% | Q4 2019 | Q3 2023 | 9 |
| BYND | BEYOND MEAT INC | 8 | 8 | 11.58% | 16.49% | 20.34% | Q2 2020 | Q1 2022 | 8 |
| VIPS | VIPSHOP HOLDINGS LIMITED | 4 | 4 | 6.05% | 12.30% | 23.66% | Q4 2019 | Q1 2022 | 8 |
| SE | SEA LTD | 7 | 1 | 0.32% | 7.79% | 15.41% | Q4 2019 | Q4 2021 | 8 |
| EL | LAUDER ESTEE COS INC | 6 | 2 | 0.14% | 4.94% | 9.23% | Q2 2020 | Q3 2022 | 8 |
| NVDA | NVIDIA CORPORATION | 7 | 7 | 12.24% | 19.27% | 30.67% | Q1 2022 | Q3 2023 | 7 |
| ATHM | AUTOHOME INC | 6 | 1 | 0.22% | 5.60% | 17.70% | Q1 2020 | Q3 2023 | 7 |
| BILI | BILIBILI INC | 6 | 1 | 0.09% | 5.43% | 9.42% | Q4 2019 | Q3 2021 | 7 |
| BABA | ALIBABA GROUP HLDG LTD | 3 | 1 | 0.11% | 0.58% | 2.57% | Q4 2019 | Q1 2023 | 7 |
| EDU | NEW ORIENTAL ED & TECH... | 3 | 1 | 0.14% | 10.78% | 23.41% | Q4 2019 | Q1 2022 | 6 |
| BIDU | BAIDU INC | 3 | 1 | 1.60% | 6.53% | 9.34% | Q4 2019 | Q3 2021 | 6 |
| YUMC | YUM CHINA HLDGS INC | 4 | 2 | 0.12% | 1.83% | 4.92% | Q4 2019 | Q2 2022 | 6 |
| JD | JD.COM INC | 3 | 1 | 0.20% | 0.29% | 0.42% | Q4 2019 | Q2 2022 | 6 |
| NEW ORIENTAL ED & TECH... | 5 | 5 | 23.66% | 36.23% | 48.80% | Q3 2022 | Q3 2023 | 5 | |
| U | UNITY SOFTWARE INC | 3 | 2 | 2.83% | 8.60% | 18.88% | Q1 2022 | Q3 2023 | 5 |
| QFIN | 360 FINANCE INC | 3 | 2 | 0.19% | 3.22% | 5.85% | Q2 2020 | Q4 2021 | 5 |
| YY | JOYY INC | 3 | 1 | 0.08% | 1.71% | 8.03% | Q1 2020 | Q3 2021 | 5 |
| NTES | NETEASE INC | 4 | 1 | 0.08% | 0.54% | 1.99% | Q4 2019 | Q4 2022 | 5 |
| LI | LI AUTO INC | 4 | 1 | 0.06% | 0.10% | 0.15% | Q3 2020 | Q4 2021 | 5 |
| GOOGL | ALPHABET INC | 3 | 1 | 0.31% | 4.00% | 5.46% | Q2 2022 | Q3 2023 | 4 |
| JKS | JINKOSOLAR HLDG CO LTD | 4 | 4 | 0.13% | 3.84% | 7.51% | Q4 2020 | Q3 2021 | 4 |
| BZUN | BAOZUN INC | 3 | 1 | 0.23% | 0.51% | 0.92% | Q1 2020 | Q4 2021 | 4 |
| BEKE | KE HLDGS INC | 2 | 1 | 0.06% | 0.23% | 0.38% | Q1 2021 | Q3 2022 | 4 |
| PLTR | PALANTIR TECHNOLOGIES INC | 2 | 1 | 0.12% | 5.90% | 14.00% | Q1 2021 | Q3 2023 | 3 |
| LIVN | LIVANOVA PLC | 3 | 3 | 1.56% | 3.65% | 4.98% | Q1 2020 | Q3 2020 | 3 |
| IQ | IQIYI INC | 3 | 3 | 0.08% | 3.34% | 5.08% | Q1 2020 | Q3 2020 | 3 |
| FTCH | FARFETCH LTD | 2 | 1 | 0.11% | 2.65% | 7.63% | Q1 2020 | Q3 2021 | 3 |
| DAO | YOUDAO INC | 3 | 3 | 1.46% | 2.25% | 2.94% | Q1 2020 | Q3 2020 | 3 |
| GOTU | GSX TECHEDU INC | 3 | 3 | 0.22% | 0.76% | 1.60% | Q4 2019 | Q2 2020 | 3 |
| TAL | TAL EDUCATION GROUP | 2 | 1 | 0.13% | 0.68% | 1.72% | Q4 2019 | Q3 2020 | 3 |
| SABR | SABRE CORP | 3 | 3 | 0.57% | 0.64% | 0.74% | Q2 2020 | Q4 2020 | 3 |
| JOBS | 51JOB INC | 3 | 3 | 0.10% | 0.32% | 0.63% | Q4 2019 | Q2 2020 | 3 |
| HTHT | HUAZHU GROUP LTD | 2 | 1 | 0.19% | 0.21% | 0.22% | Q1 2021 | Q4 2021 | 3 |
| TCOM | TRIP COM GROUP LTD | 1 | 1 | 0.07% | 0.12% | 0.20% | Q4 2019 | Q1 2021 | 3 |
| LKNCY | LUCKIN COFFEE INC | 2 | 2 | 5.93% | 11.07% | 16.22% | Q4 2019 | Q1 2020 | 2 |
| MOMO | MOMO INC | 1 | 1 | 0.10% | 4.12% | 8.14% | Q4 2019 | Q2 2020 | 2 |
| MOGU | MOGU INC | 2 | 2 | 0.50% | 0.61% | 0.71% | Q3 2020 | Q4 2020 | 2 |
| BZ | KANZHUN LIMITED | 1 | 1 | 0.22% | 0.30% | 0.37% | Q3 2021 | Q2 2022 | 2 |
| YMM | FULL TRUCK ALLIANCE CO... | 2 | 2 | 0.05% | 0.26% | 0.46% | Q1 2022 | Q2 2022 | 2 |
| XNET | XUNLEI LTD | 2 | 2 | 0.14% | 0.23% | 0.32% | Q3 2020 | Q4 2020 | 2 |
| DIS | DISNEY WALT CO | 2 | 2 | 0.13% | 0.20% | 0.27% | Q1 2022 | Q2 2022 | 2 |
| MLCO | MELCO RESORTS AND ENTM... | 1 | 1 | 0.12% | 0.16% | 0.20% | Q3 2020 | Q1 2021 | 2 |
| KWEB | KRANESHARES TR | 2 | 2 | 0.11% | 0.14% | 0.17% | Q4 2022 | Q1 2023 | 2 |
| SHOP | SHOPIFY INC | 1 | 1 | 0.12% | 0.14% | 0.15% | Q2 2020 | Q1 2021 | 2 |
| ACMR | ACM RESH INC | 1 | 1 | 0.10% | 0.14% | 0.17% | Q1 2020 | Q2 2021 | 2 |
| DADA | DADA NEXUS LTD | 2 | 2 | 0.09% | 0.13% | 0.18% | Q3 2021 | Q4 2021 | 2 |
| UPWK | UPWORK INC | 1 | 1 | 0.06% | 0.11% | 0.15% | Q3 2020 | Q4 2022 | 2 |
| ROKU | ROKU INC | 1 | 1 | 0.06% | 0.10% | 0.14% | Q3 2020 | Q1 2021 | 2 |
| GILD | GILEAD SCIENCES INC | 1 | 1 | 16.70% | 16.70% | 16.70% | Q1 2020 | Q1 2020 | 1 |
| MU | MICRON TECHNOLOGY INC | 1 | 1 | 9.39% | 9.39% | 9.39% | Q1 2020 | Q1 2020 | 1 |
| ASML | ASML HOLDING N V | 1 | 1 | 8.06% | 8.06% | 8.06% | Q1 2020 | Q1 2020 | 1 |
| FB | FACEBOOK INC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2020 | Q2 2020 | 1 |
| ZM | ZOOM VIDEO COMMUNICATI... | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2020 | Q1 2020 | 1 |
| BYD | BOYD GAMING CORP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2020 | Q2 2020 | 1 |
| MF | MISSFRESH LTD | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
| QS | QUANTUMSCAPE CORP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 |
| WUBA | 58 COM INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
| COIN | COINBASE GLOBAL INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
| GDS | GDS HLDGS LTD | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
| RLX | RLX TECHNOLOGY INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
| NFLX | NETFLIX INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
| ZH | ZHIHU INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
| SYK | STRYKER CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
| ABNB | AIRBNB INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
| WB | WEIBO CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
| PINS | PINTEREST INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
| SNAP | SNAP INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
| CHGG | CHEGG INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
| LVGO | LIVONGO HEALTH INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
| ZLAB | ZAI LAB LTD | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
| FVRR | FIVERR INTL LTD | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
| XPEV | XPENG INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
| DASH | DOORDASH INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
| NIO | NIO INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
| JMIA | JUMIA TECHNOLOGIES AG | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
| KC | KINGSOFT CLOUD HLDGS LTD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
| FUTU | FUTU HLDGS LTD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
| HUYA | HUYA INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
| DOYU | DOUYU INTERNATIONAL HL... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
| WMT | WALMART INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
| ETSY | ETSY INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
| UBER | UBER TECHNOLOGIES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
| COST | COSTCO WHSL CORP NEW | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Download | |||||||||
The securities at the top of the list , including TAIWAN SEMICONDUCTOR MFG LTD, MINISO GROUP HLDG LTD, and ADOBE SYSTEMS INCORPORATED, are the highest-conviction holdings of KEYWISE CAPITAL MANAGEMENT (HK) Ltd.
The conviction is calculated by counting the number of quarters a security has been reported by KEYWISE CAPITAL MANAGEMENT (HK) Ltd. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that KEYWISE CAPITAL MANAGEMENT (HK) Ltd owns currently or has owned in the past.