Q3 2024 |
3 |
$244M |
+$2.33M |
-$69.6M |
-$67.3M |
YMM, PDD, IBIT
|
13F-HR |
11/5/2024, 09:51 AM |
Q2 2024 |
4 |
$280M |
+$8.98M |
-$5.41M |
+$3.57M |
YMM, PDD, IBIT, TAL
|
13F-HR |
7/22/2024, 09:46 PM |
Q1 2024 |
3 |
$251M |
$0 |
$0 |
|
YMM, PDD, TAL
|
13F-HR |
5/3/2024, 06:42 AM |
Q4 2023 |
3 |
$247M |
$0 |
-$28.3M |
-$28.3M |
YMM, PDD, TAL
|
13F-HR |
2/8/2024, 10:08 AM |
Q3 2023 |
3 |
$268M |
+$7.00 |
$0 |
+$7.00 |
YMM, PDD, TAL
|
13F-HR |
11/14/2023, 08:08 AM |
Q2 2023 |
3 |
$233M |
$0 |
-$53.9M |
-$53.9M |
YMM, PDD, TAL
|
13F-HR |
7/25/2023, 09:45 PM |
Q1 2023 |
3 |
$350M |
+$8.35M |
-$766K |
+$7.58M |
YMM, PDD, TAL
|
13F-HR |
5/10/2023, 06:08 AM |
Q4 2022 |
4 |
$360M |
+$1.39M |
-$2.18M |
-$792K |
YMM, TAL, PDD, EDU
|
13F-HR |
2/9/2023, 09:25 PM |
Q3 2022 |
3 |
$294M |
+$5.33M |
-$8.83M |
-$3.5M |
YMM, TAL, EDU
|
Restatement |
10/24/2022, 06:14 AM |
Q2 2022 |
4 |
$410M |
+$4.02M |
-$45.8M |
-$41.8M |
YMM, DIDIY, EDU, TAL
|
13F-HR |
7/26/2022, 09:54 PM |
Q1 2022 |
3 |
$332M |
$0 |
-$10.2M |
-$10.2M |
YMM, TAL, EDU
|
13F-HR |
5/6/2022, 09:16 AM |
Q4 2021 |
4 |
$429M |
$0 |
$0 |
|
YMM, TAL, YY, EDU
|
Restatement |
5/6/2022, 09:58 AM |
Q3 2020 |
3 |
$36.3M |
+$3.04M |
-$15.3M |
-$12.3M |
BIDU, YY, TCOM
|
13F-HR |
10/14/2020, 09:52 PM |
Q2 2020 |
4 |
$48.1M |
+$5.44M |
-$18.4M |
-$13M |
BABA, YY, BIDU, TCOM
|
13F-HR |
7/16/2020, 09:55 PM |
Q1 2020 |
5 |
$51.3M |
+$9.72M |
-$28.9M |
-$19.1M |
BABA, BIDU, YY, JD, ZTO
|
13F-HR |
4/16/2020, 10:00 PM |
Q4 2019 |
5 |
$47.4M |
$0 |
$0 |
|
JD, BIDU, YY, ZTO
|
13F-HR |
1/13/2020, 08:49 PM |
Q3 2019 |
5 |
$69.1M |
+$16.5M |
$0 |
+$16.5M |
BABA, JD, BIDU, YY, ZTO
|
13F-HR |
11/12/2019, 09:40 PM |
Q2 2019 |
4 |
$55.9M |
+$22M |
-$4.54M |
+$17.5M |
BABA, JD, YY, ZTO
|
13F-HR |
8/12/2019, 09:48 PM |
Q1 2019 |
3 |
$40.5M |
+$22.6M |
-$47.8M |
-$25.2M |
JD, YY, ZTO
|
13F-HR |
5/21/2019, 06:09 AM |
Q4 2018 |
5 |
$57.4M |
+$23.7M |
-$15.2M |
+$8.43M |
YY, BABA, EDU, BIDU, ZTO
|
Restatement |
2/12/2019, 07:22 AM |
Q3 2018 |
5 |
$60.6M |
$0 |
-$23.8M |
-$23.8M |
YY, BIDU, ZTO, SBUX, BABA
|
13F-HR |
11/13/2018, 07:23 AM |
Q2 2018 |
8 |
$96.4M |
+$17.3M |
-$12.4M |
+$4.92M |
YY, BIDU, ZTO, QD, NTES
|
13F-HR |
8/8/2018, 06:24 AM |
Q1 2018 |
8 |
$89.6M |
+$29.5M |
$0 |
+$29.5M |
YY, BIDU, ZTO, CMCM, QD
|
13F-HR |
5/14/2018, 06:13 AM |
Q4 2017 |
4 |
$17.5M |
$0 |
$0 |
|
CMCM, BIDU
|
13F-HR |
2/1/2018, 09:23 PM |
Q3 2017 |
3 |
$64.9M |
$0 |
-$14.6M |
-$14.6M |
BIDU, YY, CMCM
|
13F-HR |
11/13/2017, 06:12 AM |
Q2 2017 |
6 |
$64.2M |
$0 |
-$80.2M |
-$80.2M |
BIDU, YY, CMCM, BABA, EDU
|
13F-HR |
8/10/2017, 06:16 AM |
Q1 2017 |
8 |
$131M |
+$21.7M |
-$26.8M |
-$5.14M |
BIDU, EDU, NTES, YY, KANG
|
13F-HR |
5/11/2017, 09:37 PM |
Q4 2016 |
8 |
$116M |
+$8.12M |
-$1.82M |
+$6.3M |
NTES, VIPS, KANG, EDU, YY
|
13F-HR |
2/9/2017, 07:47 PM |
Q3 2016 |
8 |
$130M |
+$1.82M |
-$16.5M |
-$14.7M |
VIPS, NTES, KANG, YY, EDU
|
13F-HR |
11/10/2016, 07:47 PM |
Q2 2016 |
8 |
$118M |
+$29M |
-$32.8M |
-$3.76M |
NTES, VIPS, KANG, EDU, YY
|
13F-HR |
8/12/2016, 06:29 AM |
Q1 2016 |
10 |
$131M |
+$27.6M |
-$4.97M |
+$22.6M |
KANG, NTES, YY, QIHU, CMCM
|
13F-HR |
5/12/2016, 06:58 AM |
Q4 2015 |
9 |
$107M |
+$397K |
-$18.1M |
-$17.7M |
YY, QIHU, KANG, BIDU, CMCM
|
13F-HR |
2/16/2016, 06:31 AM |
Q3 2015 |
10 |
$96.2M |
+$18.6M |
-$1.32M |
+$17.2M |
YY, BIDU, CMCM, KANG, QIHU
|
13F-HR |
11/12/2015, 08:02 PM |
Q1 2015 |
8 |
$93.6M |
+$13.6M |
-$28.3M |
-$14.7M |
YY, CMCM, KANG, BIDU, QIHU
|
13F-HR |
5/13/2015, 09:41 AM |
Q4 2014 |
9 |
$113M |
+$34.2M |
-$14.4M |
+$19.8M |
BABA, YY, CMCM, QIHU, JMEI
|
13F-HR |
2/13/2015, 04:00 PM |
Q2 2014 |
8 |
$77.8M |
$0 |
$0 |
|
YY, KANG, BIDU, JMEI, EDU
|
13F-HR |
8/12/2015, 09:52 PM |