| Q2 2024 |
15 |
$398M |
+$95.3M |
-$109M |
-$13.8M |
BZ, LI, TCOM, AS, YMM
|
13F-HR |
8/12/2024, 09:32 PM |
| Q1 2024 |
10 |
$453M |
+$43.7M |
-$44.9M |
-$1.25M |
BZ, LI, TCOM, YMM, AS
|
13F-HR |
5/14/2024, 09:06 PM |
| Q4 2023 |
6 |
$462M |
+$78.6M |
-$29.2M |
+$49.4M |
LI, BZ, TCOM, HTHT, ZLAB
|
13F-HR |
2/13/2024, 08:52 PM |
| Q3 2023 |
8 |
$396M |
+$36M |
-$40.3M |
-$4.28M |
LI, BZ, HTHT, PDD, TCOM
|
13F-HR |
11/13/2023, 08:47 PM |
| Q2 2023 |
6 |
$387M |
+$50.9M |
-$7.66M |
+$43.2M |
LI, BZ, HTHT, PDD, BABA
|
13F-HR |
8/11/2023, 08:00 PM |
| Q1 2023 |
5 |
$334M |
+$65.5M |
-$124M |
-$58.5M |
BZ, LI, HTHT, PDD, TCOM
|
13F-HR |
5/12/2023, 11:29 AM |
| Q4 2022 |
6 |
$366M |
+$68.2M |
-$56.9M |
+$11.2M |
LI, BZ, BABA, SE, TCOM
|
13F-HR |
2/13/2023, 06:29 AM |
| Q3 2022 |
6 |
$348M |
+$90.2M |
-$114M |
-$24M |
LI, BZ, WOLF, LULU, ZLAB
|
13F-HR |
11/9/2022, 06:11 AM |
| Q2 2022 |
6 |
$482M |
+$260M |
-$10.7M |
+$250M |
LI, BZ, TSM, ZLAB, WOLF
|
13F-HR |
8/11/2022, 09:31 PM |
| Q1 2022 |
4 |
$254M |
+$53.3M |
-$169M |
-$115M |
BZ, ZLAB, WOLF, LI
|
13F-HR |
4/29/2022, 06:30 AM |
| Q4 2021 |
5 |
$480M |
+$206M |
-$459M |
-$253M |
ZLAB, LI, BZ, WOLF, XPEV
|
13F-HR |
2/10/2022, 08:52 PM |
| Q3 2021 |
6 |
$859M |
+$110M |
-$831M |
-$721M |
QCOM, ZLAB, BZ, NTES, LI
|
13F-HR |
11/12/2021, 06:11 AM |
| Q2 2021 |
7 |
$1.89B |
+$350M |
-$701M |
-$351M |
QCOM, ZLAB, TAL, EDU, RLX
|
13F-HR |
8/13/2021, 06:03 AM |
| Q1 2021 |
9 |
$2.21B |
+$671M |
-$657M |
+$13.9M |
QCOM, PDD, ZLAB, TAL, ADSK
|
13F-HR |
5/13/2021, 09:06 PM |
| Q4 2020 |
12 |
$2.53B |
+$1.01B |
-$325M |
+$687M |
PDD, TAL, BABA, ZLAB, ADSK
|
13F-HR |
2/16/2021, 06:26 AM |
| Q3 2020 |
13 |
$1.56B |
+$759M |
-$492M |
+$267M |
BABA, TAL, EDU, PDD, ZLAB
|
13F-HR |
11/13/2020, 09:17 AM |
| Q2 2020 |
7 |
$1.06B |
+$687M |
-$85.7M |
+$602M |
BABA, TAL, AMD, ZTO, EDU
|
13F-HR |
8/17/2020, 06:39 AM |
| Q1 2020 |
3 |
$387M |
+$15.4M |
-$47.5M |
-$32.1M |
BABA, ZTO, BUD
|
13F-HR |
5/7/2020, 06:40 AM |
| Q4 2019 |
4 |
$426M |
+$16.2M |
-$68.9M |
-$52.7M |
BABA, ZTO, PDD, YUMC
|
13F-HR |
2/11/2020, 09:01 AM |
| Q3 2019 |
6 |
$408M |
+$114M |
-$26.3M |
+$87.5M |
BABA, ZTO, BILI, TAL, YUMC
|
13F-HR |
10/18/2019, 10:35 AM |
| Q2 2019 |
6 |
$323M |
+$245M |
$0 |
+$245M |
BABA, ZTO, BILI, TAL, SY
|
13F-HR |
7/15/2019, 10:36 AM |
| Q1 2019 |
4 |
$75.3M |
+$4.22M |
-$141M |
-$136M |
ZTO, BILI, MAR, BABA
|
13F-HR |
5/15/2019, 10:17 AM |
| Q4 2018 |
4 |
$190M |
+$8.52M |
-$50.7M |
-$42.1M |
ZTO, TAL, MAR, IPGP
|
13F-HR |
2/14/2019, 12:32 PM |
| Q3 2018 |
3 |
$240M |
+$86.4M |
-$158M |
-$71.7M |
ZTO, TAL, MAR
|
13F-HR |
10/12/2018, 06:16 AM |
| Q2 2018 |
6 |
$336M |
+$325M |
-$165M |
+$159M |
ZTO, ON, HTHT, MAR, TAL
|
13F-HR |
8/8/2018, 06:13 AM |
| Q1 2018 |
4 |
$177M |
+$48.7M |
-$214M |
-$165M |
IPGP, HTHT, MAR, ZTO
|
13F-HR |
5/7/2018, 12:04 PM |
| Q4 2017 |
5 |
$332M |
+$61.3M |
-$1.75M |
+$59.6M |
EDU, IPGP, HTHT, TAL, JD
|
13F-HR |
1/19/2018, 10:16 AM |
| Q3 2017 |
4 |
$248M |
+$87M |
-$67.5M |
+$19.6M |
EDU, IPGP, JD, MOMO
|
13F-HR |
11/13/2017, 07:49 AM |
| Q2 2017 |
7 |
$200M |
+$74.7M |
-$91.5M |
-$16.8M |
EDU, IPGP, MOMO, LRCX, TAL
|
13F-HR |
8/30/2017, 12:03 PM |
| Q1 2017 |
8 |
$197M |
+$78.2M |
-$92.6M |
-$14.4M |
EDU, QCOM, TAL, BABA, LRCX
|
13F-HR |
5/5/2017, 06:23 AM |
| Q4 2016 |
6 |
$153M |
$0 |
$0 |
|
TAL, EDU, BABA, WB, LRCX
|
13F-HR |
2/3/2017, 08:44 PM |