Q3 2024 |
15 |
$490M |
+$153M |
-$61.6M |
+$91M |
TAL, ZTO, TSM, PDD, QFIN
|
13F-HR |
11/14/2024, 10:20 AM |
Q2 2024 |
12 |
$347M |
+$32M |
-$120M |
-$88M |
TAL, TSM, ZTO, QFIN, GOTU
|
13F-HR |
8/14/2024, 10:53 AM |
Q1 2024 |
13 |
$431M |
+$36.9M |
-$89.9M |
-$53M |
ZTO, TAL, TSM, QFIN, GOTU
|
13F-HR |
5/15/2024, 09:29 AM |
Q4 2023 |
15 |
$470M |
+$48M |
-$8.16M |
+$39.8M |
TAL, ZTO, TSM, QFIN, BZ
|
13F-HR |
2/14/2024, 12:02 PM |
Q3 2023 |
10 |
$384M |
+$49.8M |
-$63.8M |
-$14M |
ZTO, TAL, TSM, QFIN, BZ
|
13F-HR |
11/14/2023, 10:15 AM |
Q2 2023 |
11 |
$367M |
+$90M |
-$145M |
-$55.2M |
ZTO, TAL, QFIN, BZ, PDD
|
13F-HR |
8/14/2023, 07:22 AM |
Q1 2023 |
13 |
$470M |
+$80.1M |
-$72.4M |
+$7.7M |
ZTO, QFIN, TAL, BEKE, BIDU
|
13F-HR |
5/15/2023, 04:50 PM |
Q4 2022 |
11 |
$413M |
+$110M |
-$208M |
-$97.8M |
ZTO, BIDU, QFIN, BEKE, NOAH
|
13F-HR |
2/14/2023, 04:34 PM |
Q3 2022 |
12 |
$456M |
+$24M |
-$88.1M |
-$64.1M |
ZTO, TCOM, BEKE, TAL, YUMC
|
13F-HR |
11/14/2022, 04:38 PM |
Q2 2022 |
14 |
$578M |
+$69.6M |
-$126M |
-$56.4M |
ZTO, TCOM, BEKE, NOAH, YUMC
|
13F-HR |
8/15/2022, 11:18 AM |
Q1 2022 |
14 |
$575M |
+$132M |
-$132M |
+$87.9K |
ZTO, BIDU, NOAH, TCOM, BEKE
|
13F-HR |
5/16/2022, 04:33 PM |
Q4 2021 |
15 |
$710M |
+$308M |
-$71.1M |
+$237M |
ZTO, BIDU, NOAH, TCOM, SE
|
13F-HR |
2/14/2022, 04:20 PM |
Q3 2021 |
13 |
$551M |
+$221M |
-$175M |
+$46M |
NOAH, ZTO, SE, TCOM, BZ
|
13F-HR |
11/15/2021, 09:28 AM |
Q2 2021 |
17 |
$605M |
+$187M |
-$141M |
+$45.6M |
NOAH, PDD, VIPS, GDS, IQ
|
13F-HR |
8/6/2021, 11:17 AM |
Q1 2021 |
15 |
$553M |
+$174M |
-$129M |
+$45.8M |
NOAH, PDD, SE, TCOM, TAL
|
13F-HR |
5/12/2021, 03:11 PM |
Q4 2020 |
14 |
$541M |
+$104M |
-$99.9M |
+$3.75M |
NOAH, VIPS, BABA, TME, YUMC
|
13F-HR |
2/10/2021, 09:15 PM |
Q3 2020 |
14 |
$395M |
+$99M |
-$120M |
-$20.9M |
NOAH, TME, SE, YUMC, TAL
|
13F-HR |
11/6/2020, 08:53 PM |
Q2 2020 |
14 |
$393M |
+$60M |
-$92.1M |
-$32M |
TME, NOAH, TAL, YUMC, PDD
|
13F-HR |
8/5/2020, 11:35 AM |
Q1 2020 |
11 |
$319M |
+$122M |
-$145M |
-$23.4M |
TME, NOAH, GOOS, SE, TAL
|
13F-HR |
5/7/2020, 03:43 PM |
Q4 2019 |
13 |
$346M |
+$111M |
-$144M |
-$32.7M |
NOAH, SE, BILI, BABA, JD
|
13F-HR |
2/10/2020, 03:44 PM |
Q3 2019 |
15 |
$315M |
+$69.8M |
-$37.4M |
+$32.4M |
NOAH, BABA, BILI, YUMC, IQ
|
13F-HR |
11/6/2019, 05:04 PM |
Q2 2019 |
12 |
$316M |
+$120M |
-$81.6M |
+$38.2M |
NOAH, BABA, BILI, EDU, YUMC
|
13F-HR |
8/12/2019, 05:22 PM |
Q1 2019 |
13 |
$295M |
+$68M |
-$36.8M |
+$31.2M |
NOAH, BABA, BEST, TAL, BILI
|
13F-HR |
5/15/2019, 01:00 PM |
Q4 2018 |
11 |
$211M |
+$90.4M |
-$66.2M |
+$24.2M |
NOAH, BABA, BILI, TAL, BEST
|
13F-HR |
2/11/2019, 07:58 PM |
Q3 2018 |
9 |
$194M |
+$58.2M |
-$74.3M |
-$16.1M |
NOAH, BILI, BEST, MOMO, YUMC
|
13F-HR |
11/5/2018, 04:48 PM |
Q2 2018 |
14 |
$259M |
+$52.5M |
-$54.3M |
-$1.82M |
NOAH, BEST, YUMC, BABA, MOMO
|
13F-HR |
8/3/2018, 12:20 PM |
Q1 2018 |
17 |
$255M |
+$67.8M |
-$19.4M |
+$48.5M |
NOAH, SINA, BEST, TAL, YUMC
|
13F-HR |
5/3/2018, 01:50 PM |
Q4 2017 |
1 |
$13M |
$0 |
$0 |
|
YUMC
|
New Holdings |
5/3/2018, 11:03 AM |
Q4 2017 |
17 |
$200M |
+$69.9M |
-$30.6M |
+$39.3M |
NOAH, SINA, JD, TAL, BABA
|
13F-HR |
2/12/2018, 12:07 PM |
Q3 2017 |
13 |
$141M |
+$46.5M |
-$55.8M |
-$9.31M |
NOAH, BABA, SINA, JD, BIDU
|
13F-HR |
10/16/2017, 04:04 PM |
Q2 2017 |
12 |
$135M |
+$9.97M |
-$26M |
-$16M |
NOAH, BABA, WUBA, MLCO, VIPS
|
13F-HR |
7/19/2017, 01:57 PM |
Q1 2017 |
11 |
$131M |
+$36.7M |
-$42.7M |
-$6M |
NOAH, WUBA, BABA, VIPS, ATHM
|
13F-HR |
4/27/2017, 08:10 PM |
Q4 2016 |
10 |
$116M |
+$30.7M |
-$22.8M |
+$7.86M |
NOAH, ATHM, BABA, BIDU, VIPS
|
13F-HR |
1/18/2017, 06:59 PM |
Q3 2016 |
7 |
$120M |
+$20.4M |
-$29.8M |
-$9.4M |
NOAH, ATHM, BABA, VIPS, YY
|
13F-HR |
10/26/2016, 01:40 PM |
Q2 2016 |
5 |
$110M |
+$22.2M |
-$7.32M |
+$14.9M |
NOAH, ATHM, VIPS, BABA, BIDU
|
13F-HR |
7/18/2016, 08:42 PM |
Q1 2016 |
5 |
$111M |
+$31.7M |
-$13.5M |
+$18.2M |
ATHM, NOAH, VIPS, BIDU, JD
|
13F-HR |
5/16/2016, 11:26 AM |
Q4 2015 |
6 |
$110M |
$0 |
$0 |
|
ATHM, VIPS, NOAH, JD, CTRP
|
13F-HR |
2/11/2016, 05:11 PM |