Q3 2024 |
13 |
$353M |
+$287M |
-$212M |
+$75.5M |
META, TSLA, KWEB, U, NVDA
|
13F-HR |
11/14/2024, 04:51 PM |
Q2 2024 |
7 |
$261M |
+$124M |
-$165M |
-$41.3M |
APH, TSLA, CFLT, QCOM, OLED
|
13F-HR |
8/14/2024, 04:06 PM |
Q1 2024 |
8 |
$324M |
+$214M |
-$297M |
-$83.5M |
NVDA, SNOW, CFLT, TSLA, APH
|
13F-HR |
5/15/2024, 04:11 PM |
Q4 2023 |
13 |
$391M |
+$266M |
-$475M |
-$209M |
MSFT, CFLT, AMD, INTC, INFA
|
13F-HR |
2/14/2024, 04:10 PM |
Q3 2023 |
10 |
$592M |
+$416M |
-$351M |
+$65.1M |
MSFT, STAA, NVDA, TSLA, GOOGL
|
13F-HR |
11/14/2023, 04:09 PM |
Q2 2023 |
8 |
$566M |
+$424M |
$0 |
+$424M |
META, STAA, ORCL, U, MSFT
|
13F-HR |
8/14/2023, 05:52 PM |
Q1 2023 |
2 |
$178M |
+$178M |
$0 |
+$178M |
STAA, IQ
|
Restatement |
5/15/2023, 07:35 PM |
Q4 2022 |
0 |
$0 |
$0 |
-$3.94M |
-$3.94M |
|
13F-HR |
2/14/2023, 02:22 PM |
Q3 2022 |
1 |
$3.94M |
+$3.94M |
-$23.5M |
-$19.6M |
NIO
|
13F-HR |
11/14/2022, 11:19 AM |
Q2 2022 |
2 |
$23.5M |
$0 |
-$68.9M |
-$68.9M |
FFIE, ZTO
|
13F-HR |
8/15/2022, 10:15 AM |
Q1 2022 |
4 |
$104M |
+$8.42M |
-$1.63B |
-$1.62B |
JD, FFIE, SE, ZTO
|
13F-HR |
5/16/2022, 10:16 AM |
Q4 2021 |
5 |
$736M |
$0 |
$0 |
|
JD, PDD, XPEV, GDS, FFIE
|
New Holdings |
3/4/2022, 07:56 PM |
Q4 2021 |
15 |
$1.83B |
+$1.02B |
-$426M |
+$599M |
SPY, JD, PDD, ESTC, AMPL
|
13F-HR |
2/14/2022, 10:00 AM |
Q3 2021 |
3 |
$656M |
$0 |
$0 |
|
PDD, JD, FFIE
|
New Holdings |
3/4/2022, 07:51 PM |
Q3 2021 |
13 |
$1.54B |
+$951M |
-$622M |
+$330M |
PDD, JD, SE, PTON, ZH
|
13F-HR |
11/15/2021, 10:48 AM |
Q2 2021 |
5 |
$240M |
$0 |
$0 |
|
PDD, JD, YMM, BZ, DIDIY
|
New Holdings |
3/4/2022, 07:45 PM |
Q2 2021 |
14 |
$1.31B |
+$798M |
-$258M |
+$540M |
VIPS, PTON, SE, META, PDD
|
Restatement |
3/4/2022, 07:41 PM |
Q1 2021 |
1 |
$0 |
$0 |
$0 |
|
|
New Holdings |
3/4/2022, 07:33 PM |
Q1 2021 |
7 |
$923M |
+$923M |
-$544M |
+$378M |
VIPS, SE, VNET, YY, TME
|
Restatement |
3/4/2022, 07:16 PM |
Q4 2020 |
1 |
$74.1M |
$0 |
$0 |
|
XPEV
|
New Holdings |
3/4/2022, 07:06 PM |
Q4 2020 |
6 |
$544M |
+$220M |
-$414M |
-$194M |
PDD, YY, LITE, XPEV, VNET
|
13F-HR |
1/19/2021, 09:44 PM |
Q3 2020 |
1 |
$34.7M |
$0 |
$0 |
|
XPEV
|
New Holdings |
3/4/2022, 07:02 PM |
Q3 2020 |
6 |
$373M |
+$186M |
-$102M |
+$83.5M |
PDD, IRBT, KLIC, XPEV, SPLK
|
13F-HR |
11/10/2020, 07:10 AM |
Q2 2020 |
5 |
$318M |
$0 |
$0 |
|
PDD, YY, AOS, VNET, MOMO
|
13F-HR |
8/13/2020, 12:34 PM |