| Q2 2024 |
26 |
$2.79B |
+$1.99B |
-$925M |
+$1.07B |
PDD, AAPL, MSFT, AMZN, ASML
|
13F-HR |
8/14/2024, 11:46 AM |
| Q1 2024 |
37 |
$1.64B |
+$1.06B |
-$835M |
+$221M |
PDD, EDU, QCOM, VRT, MU
|
13F-HR |
5/15/2024, 09:23 AM |
| Q4 2023 |
30 |
$1.43B |
+$850M |
-$263M |
+$587M |
PDD, NTES, MSFT, NOW, CRM
|
13F-HR |
2/13/2024, 02:43 PM |
| Q3 2023 |
22 |
$711M |
+$103M |
-$2.52B |
-$2.42B |
MSFT, META, SNOW, PDD, DQ
|
13F-HR |
11/13/2023, 01:57 PM |
| Q2 2023 |
34 |
$3.18B |
+$2.67B |
-$196M |
+$2.48B |
META, MRVL, AVGO, NVDA, ORCL
|
13F-HR |
8/14/2023, 08:29 AM |
| Q1 2023 |
29 |
$661M |
+$297M |
-$556M |
-$260M |
PDD, TCOM, DQ, MSFT, META
|
13F-HR |
5/15/2023, 10:48 AM |
| Q4 2022 |
29 |
$858M |
+$466M |
-$477M |
-$11.2M |
PDD, BABA, DQ, OKTA, UBER
|
13F-HR |
2/14/2023, 09:45 AM |
| Q3 2022 |
30 |
$879M |
+$558M |
-$94.1M |
+$464M |
MSFT, AMZN, DQ, ENPH, SEDG
|
13F-HR |
11/14/2022, 08:36 AM |
| Q2 2022 |
28 |
$437M |
+$356M |
-$641M |
-$285M |
MSFT, DQ, ENPH, ATVI, SEDG
|
13F-HR |
8/15/2022, 10:34 AM |
| Q1 2022 |
40 |
$789M |
+$687M |
-$527M |
+$159M |
XLV, XLU, XLP, XLI, XLE
|
13F-HR |
5/16/2022, 10:29 AM |
| Q4 2021 |
48 |
$650M |
+$473M |
-$190M |
+$283M |
NTES, TSM, STM, NXPI, XLNX
|
13F-HR |
2/11/2022, 08:53 PM |
| Q3 2021 |
39 |
$399M |
+$306M |
-$409M |
-$103M |
SE, AMZN, AAPL, UBER, PDD
|
13F-HR |
11/15/2021, 09:55 AM |
| Q2 2021 |
26 |
$572M |
+$256M |
-$552M |
-$295M |
PDD, AMD, BNTX, ZTO, SE
|
13F-HR |
8/16/2021, 10:34 AM |
| Q1 2021 |
31 |
$876M |
+$522M |
-$194M |
+$328M |
PDD, JD, ZTO, EL, AMAT
|
13F-HR |
5/17/2021, 09:12 PM |
| Q4 2020 |
17 |
$605M |
+$272M |
-$790M |
-$518M |
PDD, JD, ZTO, MNSO, SE
|
13F-HR |
2/16/2021, 01:28 PM |
| Q3 2020 |
24 |
$924M |
+$495M |
-$858M |
-$363M |
PDD, SHOP, META, XPEV, AAPL
|
13F-HR |
11/16/2020, 12:01 PM |
| Q2 2020 |
25 |
$1.34B |
+$809M |
-$629M |
+$180M |
JD, AMZN, AAPL, SHOP, NVDA
|
13F-HR |
8/14/2020, 02:43 PM |
| Q1 2020 |
15 |
$922M |
+$641M |
-$353M |
+$288M |
AMZN, TAL, MSFT, ZTO, NFLX
|
13F-HR |
5/14/2020, 12:04 PM |
| Q4 2019 |
25 |
$650M |
+$296M |
-$384M |
-$88.1M |
TSM, EDU, BABA, AAPL, ZTO
|
13F-HR |
2/14/2020, 02:09 PM |
| Q3 2019 |
40 |
$680M |
+$433M |
-$262M |
+$171M |
EDU, BABA, ESTC, ZTO, TSM
|
13F-HR |
11/14/2019, 10:35 AM |
| Q2 2019 |
30 |
$518M |
+$238M |
-$624M |
-$386M |
BABA, CTRP, ZTO, LITE, ACIA
|
13F-HR |
8/14/2019, 09:33 AM |
| Q1 2019 |
31 |
$894M |
+$661M |
-$88.3M |
+$572M |
AMD, XLNX, PDD, BABA, CTRP
|
13F-HR |
5/15/2019, 11:13 AM |
| Q4 2018 |
24 |
$275M |
+$142M |
-$147M |
-$4.25M |
BABA, SINA, ZTO, ERIC, GOOS
|
13F-HR |
2/14/2019, 10:39 AM |
| Q3 2018 |
22 |
$305M |
+$101M |
-$192M |
-$91.7M |
SINA, ZTO, TSM, MOMO, AAPL
|
13F-HR |
11/14/2018, 09:09 AM |
| Q2 2018 |
16 |
$428M |
+$212M |
-$81M |
+$131M |
SINA, MOMO, BABA, ZTO, AMZN
|
13F-HR |
8/14/2018, 09:23 AM |
| Q1 2018 |
14 |
$305M |
+$296M |
-$86M |
+$210M |
BABA, SINA, SWKS, ZTO, VIPS
|
13F-HR |
5/14/2018, 11:13 AM |
| Q4 2017 |
5 |
$96M |
+$72.9M |
-$568M |
-$495M |
SINA, EDU, ZTO, SIMO, HIMX
|
13F-HR |
2/14/2018, 10:26 AM |
| Q3 2017 |
11 |
$581M |
+$226M |
-$83.7M |
+$142M |
TAL, EDU, BABA, AABA, AMZN
|
13F-HR |
11/14/2017, 08:36 AM |
| Q2 2017 |
8 |
$441M |
+$122M |
-$152M |
-$29.7M |
EDU, BABA, TAL, MOMO, AABA
|
Restatement |
8/22/2017, 02:46 PM |
| Q1 2017 |
14 |
$420M |
+$141M |
-$227M |
-$86M |
MOMO, EDU, TAL, BABA, META
|
13F-HR |
5/15/2017, 11:23 AM |
| Q4 2016 |
22 |
$404M |
+$275M |
-$284M |
-$9.07M |
EDU, TAL, VIPS, NTES, BABA
|
13F-HR |
2/3/2017, 07:16 PM |
| Q3 2016 |
32 |
$424M |
+$260M |
-$358M |
-$97.9M |
BABA, SPY, EDU, TAL, YHOO
|
13F-HR |
11/8/2016, 02:59 PM |
| Q2 2016 |
38 |
$467M |
+$300M |
-$186M |
+$113M |
BABA, GLD, GDX, SPY, AMZN
|
Restatement |
8/18/2016, 11:45 AM |
| Q1 2016 |
27 |
$381M |
+$238M |
-$104M |
+$133M |
QIHU, SPY, YOKU, YY, JD
|
13F-HR |
5/11/2016, 09:42 AM |
| Q4 2015 |
30 |
$248M |
$0 |
$0 |
|
QIHU, BABA, AMZN, WUBA, MR
|
13F-HR |
2/16/2016, 10:03 AM |