Q3 2023 |
9 |
$50.4M |
+$8.49M |
-$6.34M |
+$2.16M |
YUMC, TCOM, HTHT, PDD, SE
|
13F-HR |
11/9/2023, 01:05 PM |
Q2 2023 |
9 |
$49.2M |
+$4.95M |
-$1.34M |
+$3.61M |
YUMC, TCOM, SE, ZTO, HTHT
|
13F-HR |
8/4/2023, 11:29 AM |
Q1 2023 |
8 |
$54.6M |
+$3.94M |
-$32.1M |
-$28.1M |
YUMC, SE, TCOM, HTHT, ZTO
|
13F-HR |
5/4/2023, 10:16 AM |
Q4 2022 |
14 |
$66.8M |
+$8M |
-$26.2M |
-$18.2M |
SE, YUMC, TCOM, HDB, HTHT
|
13F-HR |
2/6/2023, 06:19 PM |
Q3 2022 |
17 |
$75.2M |
+$11.8M |
-$12M |
-$155K |
SE, YUMC, TSM, HDB, TDCX
|
13F-HR |
11/7/2022, 03:40 PM |
Q2 2022 |
13 |
$85.2M |
+$8.1M |
-$16.2M |
-$8.12M |
SE, YUMC, TSM, TME, HDB
|
13F-HR |
8/10/2022, 09:59 AM |
Q1 2022 |
15 |
$107M |
+$25.7M |
-$16.5M |
+$9.29M |
SE, TSM, YUMC, HDB, TME
|
13F-HR |
5/16/2022, 12:31 PM |
Q4 2021 |
13 |
$135M |
+$16M |
-$4.07M |
+$11.9M |
SE, YUMC, HDB, TME, MNSO
|
13F-HR |
2/14/2022, 08:50 AM |
Q3 2021 |
11 |
$154M |
+$18.9M |
-$38.2M |
-$19.3M |
SE, HDB, YUMC, TME, MNSO
|
13F-HR |
11/9/2021, 04:26 PM |
Q2 2021 |
14 |
$190M |
+$56.4M |
-$8.15M |
+$48.2M |
SE, TME, HDB, TAL, YUMC
|
13F-HR |
8/10/2021, 02:13 PM |
Q1 2021 |
10 |
$147M |
+$24.1M |
-$33.7M |
-$9.53M |
SE, TME, HDB, MNSO, TAL
|
13F-HR |
5/13/2021, 05:16 PM |
Q4 2020 |
12 |
$173M |
+$20.7M |
-$81M |
-$60.3M |
SE, TME, EDU, HDB, TAL
|
13F-HR |
2/12/2021, 10:55 AM |
Q3 2020 |
11 |
$187M |
+$54.9M |
-$26.2M |
+$28.7M |
EDU, SE, TME, BABA, YUMC
|
13F-HR |
11/9/2020, 09:28 AM |
Q2 2020 |
12 |
$135M |
+$42.8M |
-$15.8M |
+$27M |
EDU, YUMC, SE, BABA, HDB
|
13F-HR |
8/12/2020, 05:53 PM |
Q1 2020 |
11 |
$86.1M |
+$22.5M |
-$34.5M |
-$12M |
YUMC, HDB, MMYT, EDU, BABA
|
13F-HR |
5/11/2020, 08:56 AM |
Q4 2019 |
14 |
$93.3M |
+$13M |
-$198M |
-$185M |
HDB, MMYT, BABA, BIDU, ATHM
|
13F-HR |
2/10/2020, 09:58 AM |
Q3 2019 |
15 |
$265M |
+$40.2M |
-$28.8M |
+$11.4M |
BABA, HDB, YUMC, WB, MMYT
|
13F-HR |
11/12/2019, 09:18 AM |
Q2 2019 |
12 |
$277M |
+$36M |
-$10M |
+$26M |
BABA, HDB, WB, YUMC, MMYT
|
13F-HR |
7/31/2019, 09:55 AM |
Q1 2019 |
10 |
$266M |
+$20.5M |
-$47.2M |
-$26.7M |
BABA, WB, HDB, YUMC, MMYT
|
13F-HR |
4/11/2019, 09:25 AM |
Q4 2018 |
11 |
$240M |
+$33.5M |
-$20.9M |
+$12.6M |
BABA, YUMC, WB, HDB, CTRP
|
13F-HR |
1/17/2019, 09:14 AM |
Q3 2018 |
11 |
$267M |
+$83.3M |
-$21.4M |
+$61.9M |
BABA, CTRP, WB, YUMC, HDB
|
13F-HR |
10/11/2018, 09:22 AM |
Q2 2018 |
8 |
$238M |
+$54.9M |
-$31.6M |
+$23.3M |
BABA, YUMC, HDB, VIPS, SOGO
|
13F-HR |
7/9/2018, 11:45 AM |
Q1 2018 |
7 |
$214M |
+$26.5M |
-$14.2M |
+$12.3M |
BABA, HDB, YUMC, MMYT, INFY
|
13F-HR |
4/5/2018, 09:42 AM |
Q4 2017 |
8 |
$189M |
+$15.8M |
-$20M |
-$4.2M |
BABA, HDB, MMYT, BZUN, EDU
|
13F-HR |
1/10/2018, 09:25 AM |
Q3 2017 |
9 |
$191M |
+$26.2M |
-$26M |
+$222K |
BABA, HDB, CBPO, MMYT, TTM
|
13F-HR |
10/17/2017, 09:09 AM |
Q2 2017 |
7 |
$160M |
+$2.88M |
-$10.8M |
-$7.95M |
BABA, HDB, EDU, TTM, INFY
|
13F-HR |
7/7/2017, 10:32 AM |
Q1 2017 |
6 |
$133M |
+$1.71M |
-$2.61M |
-$897K |
BABA, HDB, EDU, INFY, CTRP
|
13F-HR |
4/10/2017, 10:20 AM |
Q4 2016 |
6 |
$109M |
$0 |
$0 |
|
BABA, HDB, INFY, EDU, TTM
|
13F-HR |
1/13/2017, 10:57 AM |