Keywise Capital Management (Hk) LTD Portfolio Holdings by Sector
Keywise Capital Management (Hk) LTD
- $832 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Semiconductors | Technology
TSM NVDA 2 stocks |
$273,317
32.83% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PLTR PLTR MSFT 3 stocks |
$204,957
24.62% of portfolio
|
  2  
|
  1  
|
- | - |
1
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
MNSO 1 stocks |
$98,917
11.88% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
PDD VIPS 2 stocks |
$92,245
11.08% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
EDU GOTU 2 stocks |
$74,929
9.0% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$45,009
5.41% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$42,677
5.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$376
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|