KEYWISE CAPITAL MANAGEMENT (HK) Ltd Buys New Oriental Education & Technology Group Inc, Vipshop Holdings, MINISO Group Holding, Sells Sea, Taiwan Semiconductor Manufacturing Co, The Estee Lauder Inc

Hong Kong, K3, based Investment company KEYWISE CAPITAL MANAGEMENT (HK) Ltd (Current Portfolio) buys New Oriental Education & Technology Group Inc, Vipshop Holdings, MINISO Group Holding, QuantumScape Corp, Kanzhun, sells Sea, Taiwan Semiconductor Manufacturing Co, The Estee Lauder Inc, Adobe Inc, Missfresh during the 3-months ended 2021Q3, according to the most recent filings of the investment company, KEYWISE CAPITAL MANAGEMENT (HK) Ltd. As of 2021Q3, KEYWISE CAPITAL MANAGEMENT (HK) Ltd owns 22 stocks with a total value of $239 million. These are the details of the buys and sells.

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

These are the top 5 holdings of KEYWISE CAPITAL MANAGEMENT (HK) Ltd
  1. Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 655,988 shares, 30.63% of the total portfolio. Shares reduced by 34.24%
  2. Beyond Meat Inc (BYND) - 438,100 shares, 19.28% of the total portfolio.
  3. New Oriental Education & Technology Group Inc (EDU) - 22,001,400 shares, 18.86% of the total portfolio. New Position
  4. Vipshop Holdings Ltd (VIPS) - 2,170,200 shares, 10.11% of the total portfolio. Shares added by 25.63%
  5. Baidu Inc (BIDU) - 145,221 shares, 9.34% of the total portfolio. Shares added by 2.51%
New Purchase: New Oriental Education & Technology Group Inc (EDU)

KEYWISE CAPITAL MANAGEMENT (HK) Ltd initiated holding in New Oriental Education & Technology Group Inc. The purchase prices were between $1.7 and $7.81, with an estimated average price of $3.23. The stock is now traded at around $2.150000. The impact to a portfolio due to this purchase was 18.86%. The holding were 22,001,400 shares as of 2021-09-30.

New Purchase: QuantumScape Corp (QS)

KEYWISE CAPITAL MANAGEMENT (HK) Ltd initiated holding in QuantumScape Corp. The purchase prices were between $19.3 and $27.68, with an estimated average price of $22.89. The stock is now traded at around $36.910000. The impact to a portfolio due to this purchase was 0.26%. The holding were 25,000 shares as of 2021-09-30.

New Purchase: Kanzhun Ltd (BZ)

KEYWISE CAPITAL MANAGEMENT (HK) Ltd initiated holding in Kanzhun Ltd. The purchase prices were between $29.46 and $39.09, with an estimated average price of $35.41. The stock is now traded at around $39.680000. The impact to a portfolio due to this purchase was 0.23%. The holding were 14,970 shares as of 2021-09-30.

New Purchase: Farfetch Ltd (FTCH)

KEYWISE CAPITAL MANAGEMENT (HK) Ltd initiated holding in Farfetch Ltd. The purchase prices were between $36.9 and $50.66, with an estimated average price of $44.38. The stock is now traded at around $47.000000. The impact to a portfolio due to this purchase was 0.22%. The holding were 13,959 shares as of 2021-09-30.

New Purchase: Huazhu Group Ltd (HTHT)

KEYWISE CAPITAL MANAGEMENT (HK) Ltd initiated holding in Huazhu Group Ltd. The purchase prices were between $40.75 and $54.24, with an estimated average price of $47.38. The stock is now traded at around $47.500000. The impact to a portfolio due to this purchase was 0.22%. The holding were 11,657 shares as of 2021-09-30.

New Purchase: JD.com Inc (JD)

KEYWISE CAPITAL MANAGEMENT (HK) Ltd initiated holding in JD.com Inc. The purchase prices were between $62.19 and $83.24, with an estimated average price of $73.86. The stock is now traded at around $85.730000. The impact to a portfolio due to this purchase was 0.22%. The holding were 7,344 shares as of 2021-09-30.

Added: Vipshop Holdings Ltd (VIPS)

KEYWISE CAPITAL MANAGEMENT (HK) Ltd added to a holding in Vipshop Holdings Ltd by 25.63%. The purchase prices were between $10.99 and $19.67, with an estimated average price of $15.77. The stock is now traded at around $12.580000. The impact to a portfolio due to this purchase was 2.06%. The holding were 2,170,200 shares as of 2021-09-30.

Added: MINISO Group Holding Ltd (MNSO)

KEYWISE CAPITAL MANAGEMENT (HK) Ltd added to a holding in MINISO Group Holding Ltd by 86.24%. The purchase prices were between $12.4 and $20.04, with an estimated average price of $15.3. The stock is now traded at around $16.500000. The impact to a portfolio due to this purchase was 0.28%. The holding were 93,678 shares as of 2021-09-30.

Sold Out: Missfresh Ltd (MF)

KEYWISE CAPITAL MANAGEMENT (HK) Ltd sold out a holding in Missfresh Ltd. The sale prices were between $4.08 and $8.84, with an estimated average price of $5.48.

Sold Out: ACM Research Inc (ACMR)

KEYWISE CAPITAL MANAGEMENT (HK) Ltd sold out a holding in ACM Research Inc. The sale prices were between $75.22 and $110, with an estimated average price of $91.94.

Sold Out: Li Auto Inc (LI)

KEYWISE CAPITAL MANAGEMENT (HK) Ltd sold out a holding in Li Auto Inc. The sale prices were between $25.73 and $34.69, with an estimated average price of $30.12.



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