Q3 2024 |
9 |
$117M |
+$61.2M |
-$83.3M |
-$22M |
NFLX, DQ, NVDA, LI, TME
|
13F-HR |
10/22/2024, 10:48 AM |
Q2 2024 |
13 |
$131M |
+$68.7M |
-$113M |
-$44.3M |
NTES, TCOM, NFLX, DQ, EDU
|
13F-HR |
7/25/2024, 05:02 PM |
Q1 2024 |
12 |
$190M |
+$121M |
-$188M |
-$67.4M |
NVDA, NTES, DQ, VIPS, NFLX
|
13F-HR |
4/29/2024, 08:41 PM |
Q4 2023 |
17 |
$256M |
+$170M |
-$81.8M |
+$88.3M |
ACMR, VIPS, EDU, LI, BABA
|
13F-HR |
1/12/2024, 08:33 PM |
Q3 2023 |
9 |
$177M |
+$104M |
-$56.4M |
+$47.8M |
BABA, NTES, TCOM, DQ, TSLA
|
13F-HR |
10/26/2023, 05:11 PM |
Q2 2023 |
11 |
$125M |
+$50.6M |
-$175M |
-$124M |
JD, NTES, MU, BABA, ACMR
|
13F-HR |
7/20/2023, 10:09 AM |
Q1 2023 |
14 |
$263M |
+$171M |
-$168M |
+$3.7M |
LI, BABA, JD, EDU, CSIQ
|
13F-HR |
5/2/2023, 06:21 PM |
Q4 2022 |
14 |
$230M |
+$140M |
-$17.3M |
+$123M |
BABA, BEKE, EDU, AMAT, TAL
|
13F-HR |
1/19/2023, 09:07 PM |
Q3 2022 |
4 |
$100M |
+$77.7M |
-$63.9M |
+$13.8M |
BABA, DQ, EDU, CAT
|
13F-HR |
10/24/2022, 09:49 AM |
Q2 2022 |
5 |
$93.5M |
+$89.7M |
-$21.9M |
+$67.8M |
LI, DQ, NTES, EDU, TAL
|
13F-HR |
8/8/2022, 08:15 PM |
Q1 2022 |
5 |
$25.6M |
+$23.2M |
-$39.5M |
-$16.2M |
BABA, JD, NTES, NFLX, CRSP
|
13F-HR |
4/29/2022, 08:01 AM |
Q4 2021 |
11 |
$42.3M |
+$28.4M |
-$1.2M |
+$27.2M |
CAN, QCOM, NOC, EL, NVDA
|
13F-HR |
1/28/2022, 05:47 PM |
Q3 2021 |
4 |
$16.3M |
$0 |
$0 |
|
CAN, NOC, FENG
|
13F-HR |
10/18/2021, 10:46 AM |
Q2 2021 |
7 |
$30.5M |
+$29.9M |
-$13.7M |
+$16.2M |
INMD, NVDA, NEM, GDS, RBLX
|
13F-HR |
7/19/2021, 07:26 PM |
Q1 2021 |
4 |
$14.4M |
+$14.4M |
-$66.1M |
-$51.7M |
CAN, EXP, NFLX, FENG
|
13F-HR |
5/3/2021, 08:51 PM |
Q4 2020 |
10 |
$66.1M |
+$61.1M |
-$117M |
-$56.4M |
MU, BIDU, DQ, EL, JD
|
13F-HR |
1/19/2021, 09:57 PM |
Q3 2020 |
11 |
$121M |
+$95M |
-$118M |
-$22.6M |
TSLA, BABA, JD, EDU, SDCCQ
|
13F-HR |
10/29/2020, 07:48 AM |
Q2 2020 |
20 |
$141M |
+$89.4M |
-$189M |
-$99.3M |
TAL, AMZN, DDOG, PDD, JD
|
13F-HR |
8/6/2020, 07:54 PM |
Q1 2020 |
44 |
$209M |
+$188M |
-$52.7M |
+$135M |
QQQ, JD, TSLA, NVDA, ALGN
|
Restatement |
8/5/2020, 08:13 PM |
Q4 2019 |
9 |
$68.4M |
+$68.4M |
-$77.7M |
-$9.23M |
TAL, TSLA, AZN, BGNE, META
|
13F-HR |
2/10/2020, 02:52 PM |
Q3 2019 |
6 |
$77.7M |
+$58.4M |
-$100M |
-$41.6M |
GLD, YUMC, WB, SINA, SOHU
|
13F-HR |
11/7/2019, 09:54 PM |
Q2 2019 |
6 |
$120M |
+$109M |
-$4.89M |
+$104M |
TAL, YUMC, BABA, IQ, BIDU
|
13F-HR |
7/29/2019, 11:50 AM |
Q1 2019 |
2 |
$15M |
+$15M |
-$47.9M |
-$32.9M |
TAL, AMAT
|
13F-HR |
5/15/2019, 11:09 AM |
Q4 2018 |
4 |
$47.9M |
+$47.9M |
-$50M |
-$2.14M |
CTRP, JD, WB, YY
|
13F-HR |
2/12/2019, 05:21 PM |
Q3 2018 |
3 |
$50M |
+$38.3M |
-$99.8M |
-$61.5M |
ESV, BILI, PDD
|
13F-HR |
10/26/2018, 04:10 PM |
Q2 2018 |
7 |
$99.8M |
$0 |
$0 |
|
BABA, TAL, SINA, HUYA
|
13F-HR |
8/3/2018, 11:45 AM |
Q1 2018 |
8 |
$203M |
+$106M |
-$164M |
-$58.2M |
SINA, HTHT, TAL, BABA, BGNE
|
13F-HR |
5/2/2018, 09:53 AM |
Q4 2017 |
8 |
$250M |
+$98.9M |
-$230M |
-$131M |
NTES, HTHT, TAL, EDU, MOMO
|
13F-HR |
2/9/2018, 04:49 PM |
Q3 2017 |
10 |
$373M |
+$199M |
-$149M |
+$50.8M |
TAL, BABA, HTHT, EDU, BZUN
|
Restatement |
1/23/2018, 01:56 PM |
Q2 2017 |
6 |
$305M |
+$129M |
-$49.9M |
+$78.9M |
BABA, HTHT, TAL, NTES, JD
|
Restatement |
1/23/2018, 01:56 PM |
Q1 2017 |
7 |
$197M |
+$25.7M |
-$206M |
-$180M |
NTES, TAL, BABA, MOMO, BGNE
|
Restatement |
1/23/2018, 01:55 PM |
Q4 2016 |
11 |
$307M |
+$64.8M |
-$88M |
-$23.2M |
NTES, TAL, BABA, CTRP, CBPO
|
13F-HR |
1/11/2017, 09:18 AM |
Q3 2016 |
14 |
$366M |
+$278M |
-$25.4M |
+$253M |
NTES, TAL, BABA, CBPO, BIDU
|
13F-HR |
11/1/2016, 01:00 PM |
Q2 2016 |
8 |
$98.9M |
+$47.8M |
-$66.6M |
-$18.8M |
TAL, NTES, SINA, NOAH, MBBYF
|
13F-HR |
7/27/2016, 09:47 PM |
Q1 2016 |
7 |
$106M |
+$36.9M |
-$134M |
-$97M |
TAL, BABA, WYNN, CBPO, EHIC
|
13F-HR |
4/26/2016, 06:26 PM |
Q4 2015 |
7 |
$208M |
$0 |
$0 |
|
JD, TAL, CBPO, EHIC, WBAI
|
13F-HR |
2/12/2016, 07:37 AM |