KEYWISE CAPITAL MANAGEMENT Ltd

Q1 2018 13F Holdings Report, Stock Holdings

Signature - Title: Fang Zheng - Director
Location: Grand Cayman, Cayman Islands
Holdings as of: March 31, 2018
Value $: $324M
Num holdings: 12
Date filed: 5/14/2018, 05:16 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included VIPS, IPGP, NVDA, BGNE, and BABA.
Previous filing: Q4 2017 - Jan 30, 2018
Next filing: Q2 2018 - Jul 24, 2018
SEC: View on sec.gov
Options Holdings: Showing stock holdings, see here for options holdings

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares
VIPS	34.7%	+21.2%	Vipshop Hldgs Ltd	SPONSORED ADR	+4.14M	+157.3%	+$68.8M	$112M	16.62	6.77M
IPGP	19.8%	+19.8%	Ipg Photonics Corp	COM	+275K	NEW	+$64.3M	$64.3M	233.38	275K
NVDA	17.4%	+0.25%	Nvidia Corp	COM	+3.5K	+1.46%	+$811K	$56.4M	231.59	244K
BGNE	11.6%	+11.6%	Beigene Ltd	SPONSORED ADR	+225K	NEW	+$37.7M	$37.7M	168.00	225K
BABA	8.61%	-8.46%	Alibaba Group Hldg Ltd	SPONSORED ADS	-149K	-49.6%	-$27.4M	$27.9M	183.54	152K
ONE	2.35%	+2.35%	Onesmart Intl Ed Group Ltd	SPONSORED ADS	+709K	NEW	+$7.62M	$7.62M	10.75	709K
BZUN	1.61%	-1.26%	Baozun Inc	SPONSORED ADR	-89K	-44%	-$4.08M	$5.21M	45.88	114K
TSM	1.32%	+0.24%	Taiwan Semiconductor Mfg Ltd	SPONSORED ADR	+17.5K	+21.7%	+$766K	$4.29M	43.76	98.1K
HTHT	1.24%	+0.46%	China Lodging Group Ltd	SPONSORED ADR	+11.2K	+57.7%	+$1.48M	$4.03M	131.70	30.6K
TAL	0.96%	-1.05%	Tal Ed Group	SPONSORED ADS	-91.5K	-52.1%	-$3.39M	$3.12M	37.09	84.2K
EDU	0.2%	+0.2%	New Oriental Ed & Tech Grp I	SPON ADR	+7.5K	NEW	+$657K	$657K	87.60	7.5K
BEDU	0.09%	+0.09%	Bright Scholar Ed Hldgs Ltd	SPONSORED ADS	+19.9K	NEW	+$307K	$307K	15.43	19.9K
BIDU		-16.9%	Baidu Inc	SPON ADR REP A	-182K	-100%	-$42.7M	$0		0
MOMO		-12.5%	Momo Inc	ADR	-1.29M	-100%	-$31.5M	$0		0
NTES		-0.14%	Netease Inc	SPONSORED ADR	-1K	-100%	-$345K	$0		0
NOAH		-1.14%	Noah Hldgs Ltd	SPON ADS CL A	-62.3K	-100%	-$2.88M	$0		0
TSLA		-11.3%	Tesla Inc	COM	-91.4K	-100%	-$28.4M	$0		0

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Showing 1 to 17 of 17 entries

Filing 2018 Q1 compared to 2017 Q4 by default.

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Fang Zheng	Director	Hong Kong, China	5/14/2018

Other Included Managers (1):

Num	Name	Location	File Number
1	KEYWISE CAPITAL MANAGEMENT (HK) Ltd	Hong Kong, Hong Kong	028-14858