$283 Million is the total value of KEYWISE CAPITAL MANAGEMENT (HK) Ltd's 15 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -1,400 | -100.0% | -0.14% | – |
NFLX | Exit | NETFLIX INC | $0 | – | -1,800 | -100.0% | -0.20% | – |
BEKE | Exit | KE HLDGS INCsponsored ads | $0 | – | -24,500 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTD | 16 | Q3 2023 | 40.0% |
MINISO GROUP HLDG LTD | 12 | Q3 2023 | 19.8% |
ADOBE SYSTEMS INCORPORATED | 11 | Q4 2022 | 20.5% |
MICROSOFT CORP | 11 | Q3 2023 | 12.9% |
PINDUODUO INC | 9 | Q3 2023 | 12.8% |
BEYOND MEAT INC | 8 | Q1 2022 | 20.3% |
VIPSHOP HOLDINGS LIMITED | 8 | Q1 2022 | 23.7% |
SEA LTD | 8 | Q4 2021 | 15.4% |
LAUDER ESTEE COS INC | 8 | Q3 2022 | 9.2% |
NVIDIA CORPORATION | 7 | Q3 2023 | 30.7% |
View KEYWISE CAPITAL MANAGEMENT (HK) Ltd's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
View KEYWISE CAPITAL MANAGEMENT (HK) Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.