Q3 2024 |
12 |
$633M |
+$18.1M |
-$74.7M |
-$56.7M |
MSFT, UBER, PWR, BROS, ADBE
|
13F-HR |
11/14/2024, 11:41 AM |
Q2 2024 |
12 |
$707M |
+$47.5M |
-$60.6M |
-$13.1M |
MSFT, UBER, ADBE, PWR, SHLS
|
13F-HR |
8/14/2024, 08:14 AM |
Q1 2024 |
16 |
$721M |
+$145M |
-$26.2M |
+$119M |
MSFT, ADBE, UBER, PWR, SHLS
|
13F-HR |
5/15/2024, 09:11 AM |
Q4 2023 |
16 |
$552M |
+$109M |
-$72M |
+$36.6M |
MSFT, UBER, PWR, ADBE, SHLS
|
13F-HR |
2/14/2024, 07:41 AM |
Q3 2023 |
16 |
$444M |
+$45.7M |
-$69.7M |
-$24M |
MSFT, PWR, UBER, GOOG, NXT
|
13F-HR |
11/14/2023, 09:39 AM |
Q2 2023 |
19 |
$498M |
+$109M |
-$42.8M |
+$66.3M |
MSFT, PWR, EEFT, NXT, SHLS
|
13F-HR |
8/14/2023, 04:14 PM |
Q1 2023 |
17 |
$389M |
+$42.1M |
-$5.86M |
+$36.3M |
MSFT, PWR, EEFT, ARRY, SEDG
|
13F-HR |
5/15/2023, 09:20 AM |
Q4 2022 |
15 |
$309M |
+$86.6M |
-$117M |
-$30.5M |
MSFT, EEFT, PWR, SEDG, SHLS
|
13F-HR |
2/14/2023, 04:38 PM |
Q3 2022 |
14 |
$358M |
+$29M |
-$83.9M |
-$55M |
MSFT, LTHM, EEFT, BABA, INTU
|
13F-HR |
11/14/2022, 09:59 AM |
Q2 2022 |
12 |
$438M |
+$2.04M |
-$184M |
-$182M |
MSFT, BABA, LTHM, EEFT, GPN
|
13F-HR |
8/12/2022, 09:09 AM |
Q1 2022 |
19 |
$701M |
+$27.2M |
-$17.6M |
+$9.66M |
MSFT, BABA, LTHM, GPN, EEFT
|
13F-HR |
5/16/2022, 08:48 AM |
Q4 2021 |
20 |
$723M |
+$29.7M |
-$37.2M |
-$7.44M |
MSFT, BABA, GPN, LTHM, EEFT
|
13F-HR |
2/14/2022, 03:53 PM |
Q3 2021 |
20 |
$744M |
+$98.5M |
-$27.8M |
+$70.7M |
MSFT, BABA, GPN, LTHM, DT
|
13F-HR |
11/15/2021, 11:13 AM |
Q2 2021 |
22 |
$704M |
+$23.5M |
$0 |
+$23.5M |
MSFT, BABA, GPN, LTHM, DT
|
13F-HR |
8/16/2021, 04:42 PM |
Q1 2021 |
21 |
$644M |
+$117M |
-$50.6M |
+$66M |
MSFT, BABA, GPN, LTHM, EEFT
|
13F-HR |
5/17/2021, 09:27 AM |
Q4 2020 |
18 |
$586M |
+$89.5M |
-$17M |
+$72.5M |
BABA, MSFT, GPN, LTHM, EEFT
|
13F-HR |
2/16/2021, 07:07 AM |
Q3 2020 |
10 |
$495M |
+$88.1M |
-$17.8M |
+$70.3M |
BABA, MSFT, GPN, LTHM, EEFT
|
13F-HR |
11/13/2020, 02:34 PM |
Q2 2020 |
8 |
$349M |
+$17.3M |
-$174M |
-$157M |
BABA, MSFT, LTHM, FND, GPN
|
13F-HR |
8/14/2020, 10:34 AM |
Q1 2020 |
10 |
$386M |
+$6.62M |
-$175M |
-$169M |
BABA, MSFT, FND, GPN, LTHM
|
13F-HR |
5/14/2020, 04:45 PM |
Q4 2019 |
11 |
$671M |
+$47.5M |
-$15.6M |
+$32M |
FND, BABA, MSFT, GPN, LTHM
|
13F-HR |
2/13/2020, 05:04 PM |
Q3 2019 |
11 |
$566M |
+$96.9M |
-$153M |
-$56.3M |
FND, MSFT, BABA, GPN, LTHM
|
13F-HR |
11/14/2019, 09:37 AM |
Q2 2019 |
12 |
$653M |
+$135M |
-$60.1M |
+$75.4M |
FND, BABA, FTCHF, MSFT, CGNX
|
13F-HR |
8/14/2019, 11:35 AM |
Q1 2019 |
10 |
$593M |
+$98.7M |
-$135M |
-$35.8M |
FND, BABA, CGNX, FTCHF, MSFT
|
13F-HR |
5/15/2019, 03:22 PM |
Q4 2018 |
7 |
$446M |
+$126M |
-$7.99M |
+$118M |
FND, BABA, CGNX, HXL, FTCHF
|
13F-HR |
2/12/2019, 10:19 AM |
Q3 2018 |
6 |
$414M |
+$43.9M |
-$74.5M |
-$30.7M |
BABA, CGNX, FND, HXL, FEDU
|
13F-HR |
11/13/2018, 10:55 AM |
Q2 2018 |
8 |
$459M |
+$78.7M |
-$1.77M |
+$76.9M |
BABA, CGNX, FND, HXL, ALB
|
13F-HR |
8/13/2018, 12:37 PM |
Q1 2018 |
7 |
$402M |
+$98.2M |
-$75.5M |
+$22.7M |
BABA, CGNX, FND, HXL, FEDU
|
13F-HR |
5/14/2018, 01:43 PM |
Q4 2017 |
6 |
$389M |
+$51.9M |
-$46.9M |
+$4.97M |
BABA, CGNX, HXL, CSTE, MHK
|
13F-HR |
2/13/2018, 11:55 AM |
Q3 2017 |
6 |
$458M |
+$199K |
-$93.4M |
-$93.3M |
BABA, CGNX, CSTE, HXL, MHK
|
13F-HR |
11/13/2017, 04:55 PM |
Q2 2017 |
8 |
$486M |
+$57.5M |
-$183M |
-$125M |
BABA, CGNX, CSTE, HXL, GRUB
|
13F-HR |
8/14/2017, 06:10 AM |
Q1 2017 |
6 |
$523M |
$0 |
-$33M |
-$33M |
GRUB, BABA, CGNX, CSTE, HXL
|
13F-HR |
5/15/2017, 02:48 PM |
Q4 2016 |
8 |
$498M |
+$78.4M |
-$50M |
+$28.4M |
GRUB, BABA, CGNX, CSTE, HXL
|
13F-HR |
2/14/2017, 07:26 AM |
Q3 2016 |
11 |
$508M |
+$48.6M |
-$2.01M |
+$46.6M |
GRUB, BABA, CGNX, CSTE, LABL
|
13F-HR |
11/14/2016, 07:51 AM |
Q2 2016 |
10 |
$367M |
+$33.7M |
-$98.8M |
-$65M |
GRUB, BABA, CGNX, CSTE, LABL
|
13F-HR |
8/15/2016, 07:05 AM |
Q1 2016 |
11 |
$398M |
+$91.8M |
-$56.1M |
+$35.7M |
GRUB, BABA, CGNX, HXL, LABL
|
13F-HR |
5/16/2016, 08:45 AM |
Q4 2015 |
13 |
$357M |
+$113M |
-$150M |
-$36.7M |
GRUB, HXL, BABA, CGNX, TAL
|
13F-HR |
2/12/2016, 06:58 AM |
Q3 2015 |
11 |
$349M |
+$82.3M |
-$101M |
-$18.9M |
GRUB, TAL, HXL, MJN, BABA
|
13F-HR |
11/16/2015, 04:11 PM |
Q2 2015 |
13 |
$429M |
+$180M |
-$183M |
-$2.76M |
TAL, MJN, GRUB, KANG, QUNR
|
13F-HR |
8/14/2015, 04:10 PM |
Q1 2015 |
9 |
$438M |
+$22.3M |
-$135M |
-$113M |
TAL, GOOG, BIDU, QUNR, MJN
|
13F-HR |
5/15/2015, 04:21 PM |
Q4 2014 |
11 |
$521M |
+$59.5M |
-$103M |
-$43.1M |
BIDU, GOOG, TAL, GOOGL, MJN
|
13F-HR |
2/17/2015, 04:34 PM |
Q3 2014 |
13 |
$590M |
+$46.4M |
-$114M |
-$67.9M |
BIDU, TAL, GOOG, GOOGL, MJN
|
13F-HR |
11/14/2014, 04:15 PM |
Q2 2014 |
12 |
$655M |
+$81.7M |
-$74.1M |
+$7.59M |
BIDU, TAL, GOOGL, VECO, WUBA
|
13F-HR |
8/14/2014, 08:03 AM |
Q1 2014 |
11 |
$626M |
$0 |
-$893M |
-$893M |
BIDU, GOOGL, VECO, TAL, VIPS
|
13F-HR |
5/15/2014, 08:01 AM |
Q4 2013 |
18 |
$1.46B |
$0 |
$0 |
|
BIDU, GOOGL, MJN, YELP, VECO
|
13F-HR |
2/12/2014, 08:16 AM |