| Q2 2024 |
22 |
$643M |
+$221M |
-$295M |
-$73.3M |
WDC, CDNS, NVDA, SNPS, LITE
|
13F-HR |
7/26/2024, 12:04 PM |
| Q1 2024 |
25 |
$794M |
+$481M |
-$359M |
+$121M |
WDC, CDNS, TSM, SNPS, LITE
|
13F-HR |
5/13/2024, 08:54 AM |
| Q4 2023 |
19 |
$570M |
+$311M |
-$246M |
+$64.8M |
COHR, AMD, WOLF, ARM, TAL
|
13F-HR |
1/22/2024, 05:24 PM |
| Q3 2023 |
16 |
$421M |
+$116M |
-$215M |
-$99.3M |
NVDA, AMD, COHR, MRVL, TAL
|
13F-HR |
10/19/2023, 09:40 AM |
| Q2 2023 |
17 |
$506M |
+$417M |
-$365M |
+$52.1M |
NVDA, AMD, WDC, SMCI, COHR
|
13F-HR |
8/3/2023, 08:54 AM |
| Q1 2023 |
16 |
$446M |
+$117M |
-$506M |
-$389M |
MU, EDU, MRVL, GRAB, PDD
|
13F-HR |
4/20/2023, 09:58 AM |
| Q4 2022 |
15 |
$739M |
+$359M |
-$108M |
+$251M |
EDU, QCOM, AMD, MU, PDD
|
13F-HR |
1/27/2023, 05:24 PM |
| Q3 2022 |
12 |
$394M |
+$368M |
-$228M |
+$139M |
EDU, GRAB, QCOM, AVGO, MU
|
13F-HR |
11/4/2022, 08:40 AM |
| Q2 2022 |
15 |
$255M |
+$65.9M |
-$114M |
-$48.4M |
TAL, ON, BZ, LEGN, MRVL
|
13F-HR |
8/15/2022, 10:09 AM |
| Q1 2022 |
15 |
$273M |
+$185M |
-$36.8M |
+$148M |
ON, TAL, LEGN, FUTU, JD
|
13F-HR |
5/5/2022, 08:52 AM |
| Q4 2021 |
9 |
$144M |
+$66.6M |
-$57.8M |
+$8.85M |
ON, LEGN, NTES, JD, XLNX
|
13F-HR |
2/14/2022, 01:46 PM |
| Q3 2021 |
12 |
$114M |
+$45.5M |
-$110M |
-$64.5M |
ON, LEGN, MRVL, ALGM, AMD
|
13F-HR |
11/3/2021, 09:00 AM |
| Q2 2021 |
18 |
$190M |
+$107M |
-$54.4M |
+$52.3M |
FUTU, EDU, LEGN, XLNX, UMC
|
13F-HR |
8/16/2021, 11:51 AM |
| Q1 2021 |
11 |
$127M |
+$14.2M |
-$171M |
-$157M |
FUTU, MRVLXXXX, LEGN, VIPS, SE
|
13F-HR |
4/21/2021, 05:13 PM |
| Q4 2020 |
15 |
$136M |
$0 |
$0 |
|
FUTU, MRVLXXXX, LEGN, DIS, TSM
|
13F-HR |
2/2/2021, 08:06 PM |