KEYWISE CAPITAL MANAGEMENT (HK) Ltd Buys Gilead Sciences Inc, Micron Technology Inc, Bilibili Inc, Sells Taiwan Semiconductor Manufacturing Co, Pinduoduo Inc, Momo Inc

• New Purchases: GILD, MU, ASML, YY, FTCH, LIVN, ZM, BZUN, WUBA, ATHM, GDS, SYK, ACMR, MSFT, IQ,
• Added Positions: BILI, VIPS, YUMC,
• Reduced Positions: TSM, LK, BABA, GSX, JOBS, JD,
• Sold Out: PDD, MOMO, NTES, EDU, TAL, BIDU, SE, TCOM,

For the details of KEYWISE CAPITAL MANAGEMENT (HK) Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/keywise+capital+management+%28hk%29+ltd/current-portfolio/portfolio

1. Vipshop Holdings Ltd (VIPS) - 5,408,150 shares, 23.53% of the total portfolio. Shares added by 7.38%
2. Gilead Sciences Inc (GILD) - 824,300 shares, 17.21% of the total portfolio. New Position
3. Micron Technology Inc (MU) - 823,700 shares, 9.67% of the total portfolio. New Position
4. Bilibili Inc (BILI) - 1,433,650 shares, 9.37% of the total portfolio. Shares added by 1157.59%
5. ASML Holding NV (ASML) - 113,600 shares, 8.30% of the total portfolio. New Position

KEYWISE CAPITAL MANAGEMENT (HK) Ltd initiated holding in Gilead Sciences Inc. The purchase prices were between $62.63 and $80.22, with an estimated average price of $68.92. The stock is now traded at around $77.78. The impact to a portfolio due to this purchase was 17.21%. The holding were 824,300 shares as of .

KEYWISE CAPITAL MANAGEMENT (HK) Ltd initiated holding in Micron Technology Inc. The purchase prices were between $34.47 and $59.99, with an estimated average price of $52.21. The stock is now traded at around $43.77. The impact to a portfolio due to this purchase was 9.67%. The holding were 823,700 shares as of .

KEYWISE CAPITAL MANAGEMENT (HK) Ltd initiated holding in ASML Holding NV. The purchase prices were between $196.99 and $317.44, with an estimated average price of $285.42. The stock is now traded at around $289.40. The impact to a portfolio due to this purchase was 8.3%. The holding were 113,600 shares as of .

KEYWISE CAPITAL MANAGEMENT (HK) Ltd initiated holding in JOYY Inc. The purchase prices were between $42.01 and $66.83, with an estimated average price of $58.14. The stock is now traded at around $60.13. The impact to a portfolio due to this purchase was 8.28%. The holding were 556,650 shares as of .

KEYWISE CAPITAL MANAGEMENT (HK) Ltd initiated holding in Farfetch Ltd. The purchase prices were between $7.19 and $12.98, with an estimated average price of $10.85. The stock is now traded at around $12.21. The impact to a portfolio due to this purchase was 7.86%. The holding were 3,565,300 shares as of .

KEYWISE CAPITAL MANAGEMENT (HK) Ltd initiated holding in LivaNova PLC. The purchase prices were between $34.22 and $76.49, with an estimated average price of $65.13. The stock is now traded at around $51.08. The impact to a portfolio due to this purchase was 1.61%. The holding were 127,100 shares as of .

KEYWISE CAPITAL MANAGEMENT (HK) Ltd added to a holding in Bilibili Inc by 1157.59%. The purchase prices were between $18.62 and $28.69, with an estimated average price of $24.1. The stock is now traded at around $28.01. The impact to a portfolio due to this purchase was 8.62%. The holding were 1,433,650 shares as of .

KEYWISE CAPITAL MANAGEMENT (HK) Ltd added to a holding in Yum China Holdings Inc by 260.53%. The purchase prices were between $39.24 and $49.85, with an estimated average price of $44.73. The stock is now traded at around $45.68. The impact to a portfolio due to this purchase was 0.47%. The holding were 54,800 shares as of .

KEYWISE CAPITAL MANAGEMENT (HK) Ltd sold out a holding in Pinduoduo Inc. The sale prices were between $31.77 and $41.23, with an estimated average price of $36.58.

KEYWISE CAPITAL MANAGEMENT (HK) Ltd sold out a holding in Momo Inc. The sale prices were between $20 and $40.64, with an estimated average price of $30.02.

KEYWISE CAPITAL MANAGEMENT (HK) Ltd sold out a holding in NetEase Inc. The sale prices were between $270.43 and $356.78, with an estimated average price of $329.24.

KEYWISE CAPITAL MANAGEMENT (HK) Ltd sold out a holding in New Oriental Education & Technology Group Inc. The sale prices were between $103.85 and $141.76, with an estimated average price of $128.59.

KEYWISE CAPITAL MANAGEMENT (HK) Ltd sold out a holding in TAL Education Group. The sale prices were between $46.68 and $59.47, with an estimated average price of $53.79.

KEYWISE CAPITAL MANAGEMENT (HK) Ltd sold out a holding in Baidu Inc. The sale prices were between $83.62 and $144.51, with an estimated average price of $122.37.