Q3 2024 |
34 |
$75.2M |
+$46M |
-$123M |
-$76.9M |
BABA, FUTU, KWEB, IWM, XPEV
|
13F-HR |
11/6/2024, 01:15 PM |
Q2 2024 |
51 |
$151M |
+$94.4M |
-$29.1M |
+$65.3M |
NVDA, WDC, TSM, MU, MSFT
|
13F-HR |
8/12/2024, 06:28 AM |
Q1 2024 |
42 |
$89.8M |
+$28.4M |
-$52.6M |
-$24.2M |
NVDA, DELL, MU, WDC, RSP
|
13F-HR |
5/9/2024, 11:20 AM |
Q4 2023 |
41 |
$93.4M |
+$41.4M |
-$47.4M |
-$5.99M |
NVDA, RSP, AMD, MSFT, IWM
|
13F-HR |
2/13/2024, 09:44 PM |
Q3 2023 |
34 |
$88.3M |
+$27.7M |
-$39.2M |
-$11.5M |
NVDA, MSFT, GOOG, AMZN, MMYT
|
13F-HR |
11/8/2023, 09:26 PM |
Q2 2023 |
41 |
$101M |
+$44M |
-$43.7M |
+$237K |
NVDA, MSFT, CDNS, TSM, SNPS
|
13F-HR |
8/11/2023, 06:17 AM |
Q1 2023 |
59 |
$94.2M |
+$58.3M |
-$23.9M |
+$34.4M |
NVDA, AMD, SE, BABA, MSFT
|
13F-HR |
5/12/2023, 06:17 AM |
Q4 2022 |
38 |
$52.1M |
+$25.2M |
-$23M |
+$2.2M |
BEKE, LI, HTHT, BABA, JD
|
13F-HR |
2/13/2023, 06:29 AM |
Q3 2022 |
30 |
$49.2M |
+$13.2M |
-$10.9M |
+$2.28M |
HTHT, SPY, NIO, BABA, PANW
|
13F-HR |
11/4/2022, 06:13 AM |
Q2 2022 |
37 |
$50.7M |
+$18.3M |
-$60.2M |
-$41.9M |
HTHT, BABA, LI, BEKE, NIO
|
13F-HR |
8/8/2022, 07:27 AM |
Q1 2022 |
60 |
$102M |
+$21.3M |
-$55.3M |
-$33.9M |
TSM, KWEB, MSFT, GOOG, AAPL
|
13F-HR |
5/16/2022, 06:16 AM |
Q4 2021 |
67 |
$145M |
+$29.9M |
-$65.3M |
-$35.4M |
GOOG, AMZN, AAPL, MSFT, TSM
|
13F-HR |
2/11/2022, 06:37 AM |
Q3 2021 |
64 |
$171M |
+$60.2M |
-$118M |
-$58.2M |
AAPL, AMZN, TSM, PANW, MSFT
|
13F-HR |
11/12/2021, 06:21 AM |
Q2 2021 |
56 |
$246M |
+$114M |
-$36.5M |
+$77.6M |
MU, AMZN, AAPL, FUTU, TSM
|
13F-HR |
8/11/2021, 07:02 AM |
Q1 2021 |
55 |
$163M |
+$57.5M |
-$175M |
-$117M |
MU, TSM, GOOG, MSFT, ASML
|
13F-HR |
5/14/2021, 11:58 AM |
Q4 2020 |
47 |
$264M |
+$165M |
-$88M |
+$76.8M |
DQ, MU, BILI, TSM, SQ
|
13F-HR |
2/16/2021, 06:57 AM |
Q3 2020 |
55 |
$167M |
+$110M |
-$121M |
-$10.5M |
BABA, TSM, AMZN, JD, NVDA
|
13F-HR |
11/16/2020, 06:32 AM |
Q2 2020 |
28 |
$123M |
+$35.4M |
-$12.6M |
+$22.8M |
AMZN, MSFT, NVDA, AAPL, BILI
|
13F-HR |
8/11/2020, 06:39 AM |
Q1 2020 |
17 |
$65.8M |
+$8.12M |
-$68M |
-$59.9M |
NVDA, MSFT, AMZN, ADBE, TAL
|
13F-HR |
5/13/2020, 12:42 PM |
Q4 2019 |
20 |
$122M |
+$45.8M |
-$16.3M |
+$29.5M |
MU, TAL, NVDA, AMD, BABA
|
13F-HR |
2/13/2020, 01:31 PM |
Q3 2019 |
33 |
$78M |
+$62.2M |
-$15.2M |
+$47M |
MU, BABA, MSFT, GDX, DIS
|
13F-HR |
11/14/2019, 10:02 AM |
Q2 2019 |
26 |
$30.9M |
+$19.7M |
-$26M |
-$6.21M |
MSFT, DIS, BABA, PFF, NOW
|
13F-HR |
8/13/2019, 09:33 PM |
Q1 2019 |
25 |
$35.7M |
+$32.5M |
-$36.2M |
-$3.7M |
AMZN, MSFT, MU, NKE, NOW
|
13F-HR |
5/15/2019, 10:40 AM |
Q4 2018 |
7 |
$38.9M |
+$9.35M |
-$58.5M |
-$49.2M |
BIL, SHV, ZNHYY, CEAYY
|
13F-HR |
2/12/2019, 10:11 AM |
Q3 2018 |
22 |
$88M |
+$48.1M |
-$104M |
-$56.1M |
BIL, SHV, JPM, MSFT, V
|
13F-HR |
11/13/2018, 01:25 PM |
Q2 2018 |
26 |
$134M |
+$78M |
-$62.1M |
+$15.9M |
NVDA, AMZN, MSFT, MU, BABA
|
Restatement |
8/14/2018, 11:58 AM |
Q1 2018 |
30 |
$117M |
+$46.3M |
-$62.8M |
-$16.5M |
MU, AMAT, NVDA, LRCX, JPM
|
13F-HR |
5/15/2018, 10:27 AM |
Q4 2017 |
30 |
$122M |
+$48.3M |
-$70.7M |
-$22.5M |
MU, AMZN, MSFT, XLE, NTES
|
13F-HR |
2/13/2018, 09:51 AM |
Q3 2017 |
23 |
$129M |
+$49.5M |
-$47.4M |
+$2.1M |
MU, WDC, NVDA, BABA, HTHT
|
Restatement |
11/17/2017, 03:29 PM |
Q2 2017 |
20 |
$121M |
+$51.2M |
-$48.2M |
+$2.94M |
WDC, MU, BABA, CTRP, CHL
|
13F-HR |
8/14/2017, 10:37 AM |
Q1 2017 |
32 |
$104M |
+$44.6M |
-$79.7M |
-$35.1M |
LFCHY, BABA, AAPL, CHL, FCAU
|
13F-HR |
5/15/2017, 09:24 AM |
Q4 2016 |
29 |
$107M |
+$33.9M |
-$65.2M |
-$31.3M |
MSFT, NTES, GOOG, AAPL, LFCHY
|
13F-HR |
2/14/2017, 09:20 AM |
Q3 2016 |
39 |
$142M |
+$97.6M |
-$61.9M |
+$35.8M |
BABA, AMZN, GOOG, NVDA, AMAT
|
13F-HR |
11/10/2016, 09:58 PM |
Q2 2016 |
37 |
$101M |
+$37M |
-$135M |
-$98.1M |
EJ, JKS, JASO, TSL, ALB
|
13F-HR |
8/12/2016, 10:40 AM |
Q1 2016 |
47 |
$206M |
+$57.2M |
-$64M |
-$6.84M |
EJ, QIHU, JKS, JASO, TSL
|
13F-HR |
5/16/2016, 06:17 AM |
Q4 2015 |
63 |
$224M |
+$148M |
-$24.3M |
+$124M |
JKS, QIHU, OVTI, HMIN, MR
|
13F-HR |
2/12/2016, 07:23 AM |
Q3 2015 |
31 |
$91.3M |
+$57.6M |
-$53.8M |
+$3.86M |
JKS, GAME, VNET, HMIN, JASO
|
13F-HR |
11/13/2015, 06:15 AM |
Q2 2015 |
41 |
$102M |
+$37.9M |
-$85M |
-$47.1M |
JKS, CSIQ, QIHU, CTRP, NTES
|
13F-HR |
8/13/2015, 08:31 AM |
Q1 2015 |
33 |
$147M |
+$74.9M |
-$41.1M |
+$33.8M |
JKS, CSIQ, META, GOOG, GAME
|
13F-HR |
5/14/2015, 07:39 AM |
Q4 2014 |
30 |
$103M |
+$23.2M |
-$63.1M |
-$40M |
JKS, DQ, META, DIS, GAME
|
13F-HR |
2/12/2015, 06:24 AM |
Q3 2014 |
33 |
$166M |
+$92.2M |
-$53.8M |
+$38.4M |
CSIQ, JKS, YY, META, DQ
|
13F-HR |
11/13/2014, 08:39 PM |
Q2 2014 |
47 |
$131M |
+$104M |
-$27.5M |
+$76.7M |
AAPL, JKS, SPWR, META, CMCM
|
13F-HR |
7/31/2014, 09:49 PM |
Q1 2014 |
30 |
$52.7M |
+$22.2M |
-$138M |
-$116M |
CSIQ, JKS, YY, RDA, QIHU
|
13F-HR |
5/13/2014, 09:57 PM |
Q4 2013 |
34 |
$157M |
$0 |
$0 |
|
CSIQ, GOOGL, HMIN, HIMX, CTRP
|
13F-HR |
2/13/2014, 06:08 AM |