KCMH
DAO

Keywise Capital Management (HK)’s Youdao DAO Stock Holding History

Keywise Capital Management (HK)’s Portfolio DAO Stock Details DAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-227,900
Closed -$5.89M – 17
2020
Q3 		$5.89M Sell
227,900
-22,900
-9% -$784K 1.46% 13
2020
Q2 		$9.4M Sell
250,800
-264,868
-51% -$6.52M 2.35% 13
2020
Q1 		$10.8M Buy
+515,668
New +$9.96M 2.94% 10

Other funds holding DAO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
TLA
Tree Line Advisors Central, Hong Kong $233M AUM 53.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Keywise Capital Management (HK)'s DAO Position: Q4 2020 in Review

Keywise Capital Management (HK) sold out of Youdao (DAO) in Q4 2020, closing a stake of 227,900 shares — an estimated $5.89M sold.

Keywise Capital Management (HK) first reported a position in DAO in Q1 2020 and held it in 3 quarters. The position peaked at $10.8M in Q1 2020. 44 funds tracked by Wall St. Rank hold DAO as of Q4 2020.

  • Keywise Capital Management (HK) reported no remaining Youdao position as of Q4 2020 after selling out during the quarter.
  • Keywise Capital Management (HK) sold 227,900 Youdao shares in Q4 2020, an estimated $5.89M.
  • Keywise Capital Management (HK) first reported a position in Youdao in Q1 2020 and held it in 3 quarters.
  • Keywise Capital Management (HK)'s Youdao position peaked at $10.8M in Q1 2020.
  • 44 funds tracked by Wall St. Rank held Youdao as of Q4 2020.

Based on Keywise Capital Management (HK)'s 13F filing for Q4 2020, filed 3 Feb 2021.