Q3 2024 |
2 |
$275M |
+$119M |
-$33.8M |
+$84.7M |
ZTO, TCOM
|
13F-HR |
11/6/2024, 07:48 PM |
Q2 2024 |
2 |
$154M |
$0 |
-$105M |
-$105M |
TCOM, ZTO
|
13F-HR |
8/8/2024, 09:20 PM |
Q1 2024 |
2 |
$251M |
$0 |
-$109M |
-$109M |
TCOM, ZTO
|
13F-HR |
5/13/2024, 06:09 AM |
Q4 2023 |
2 |
$336M |
+$82.5M |
-$6.53M |
+$76M |
ZTO, TCOM
|
13F-HR |
2/7/2024, 07:51 PM |
Q3 2023 |
3 |
$282M |
+$87.2M |
-$28.4M |
+$58.8M |
ZTO, TCOM
|
13F-HR |
11/13/2023, 08:50 PM |
Q2 2023 |
2 |
$231M |
$0 |
-$70.7M |
-$70.7M |
ZTO, HTHT
|
13F-HR |
8/10/2023, 09:15 PM |
Q1 2023 |
2 |
$350M |
+$55.8M |
$0 |
+$55.8M |
ZTO, HTHT
|
13F-HR |
5/12/2023, 06:11 AM |
Q4 2022 |
1 |
$276M |
+$14M |
$0 |
+$14M |
ZTO
|
13F-HR |
2/13/2023, 08:03 PM |
Q3 2022 |
1 |
$234M |
+$61.6M |
-$24.5M |
+$37.1M |
ZTO
|
13F-HR |
11/14/2022, 06:54 AM |
Q2 2022 |
2 |
$221M |
+$59.7M |
-$18.4M |
+$41.4M |
ZTO, ACMR
|
13F-HR |
8/12/2022, 06:17 AM |
Q1 2022 |
2 |
$177M |
+$163M |
-$32.6M |
+$130M |
ZTO, ACMR
|
13F-HR |
4/8/2022, 07:59 AM |
Q4 2021 |
2 |
$92.4M |
+$15.6M |
$0 |
+$15.6M |
ACMR, YMM
|
13F-HR |
1/13/2022, 09:01 PM |
Q3 2021 |
2 |
$114M |
+$114M |
$0 |
+$114M |
ACMR, YMM
|
13F-HR |
11/3/2021, 09:17 PM |
Q2 2021 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
7/19/2021, 09:56 PM |
Q1 2021 |
1 |
$0 |
$0 |
$0 |
|
|
13F-HR |
5/6/2021, 09:15 PM |
Q4 2020 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
2/4/2021, 08:07 PM |
Q3 2020 |
1 |
$0 |
$0 |
$0 |
|
|
13F-HR |
11/10/2020, 08:43 PM |
Q2 2020 |
3 |
$148M |
$0 |
-$809M |
-$809M |
EDU, ZTO, ACMR
|
13F-HR |
8/11/2020, 06:42 AM |
Q1 2020 |
5 |
$864M |
+$38.8M |
-$129M |
-$90.2M |
BABA, ZTO, EDU, ACMR, BILI
|
13F-HR |
5/11/2020, 09:31 PM |
Q4 2019 |
5 |
$990M |
+$48.5M |
-$62.1M |
-$13.6M |
BABA, ZTO, BZUN, EDU, HTHT
|
13F-HR |
2/12/2020, 08:10 PM |
Q3 2019 |
6 |
$849M |
+$43.3M |
-$28.3M |
+$15M |
BABA, ZTO, BZUN, HTHT, YUMC
|
13F-HR |
11/12/2019, 08:33 PM |
Q2 2019 |
6 |
$837M |
+$202M |
-$2.09M |
+$200M |
BABA, ZTO, BZUN, SINA, HTHT
|
13F-HR |
8/13/2019, 06:51 AM |
Q1 2019 |
4 |
$672M |
+$65.8M |
-$109M |
-$43.3M |
BABA, ZTO, SINA, EDU
|
13F-HR |
5/10/2019, 06:33 AM |
Q4 2018 |
4 |
$575M |
+$63.9M |
-$25.3M |
+$38.6M |
BABA, ZTO, SINA, BIDU
|
13F-HR |
2/11/2019, 08:17 PM |
Q3 2018 |
4 |
$645M |
+$48.9M |
-$20.4M |
+$28.4M |
BABA, ZTO, SINA, BIDU
|
13F-HR |
11/13/2018, 06:33 AM |
Q2 2018 |
4 |
$711M |
+$25.9M |
-$87.5M |
-$61.6M |
BABA, SINA, ZTO, BIDU
|
13F-HR |
8/9/2018, 09:24 PM |
Q1 2018 |
6 |
$750M |
+$96.5M |
-$95M |
+$1.54M |
BABA, SINA, BIDU, ZTO, BZUN
|
13F-HR |
5/8/2018, 09:54 PM |
Q4 2017 |
8 |
$735M |
+$124M |
-$92.3M |
+$32.1M |
BABA, BIDU, ZTO, SINA, JD
|
13F-HR |
2/12/2018, 08:23 PM |
Q3 2017 |
8 |
$689M |
+$224M |
-$51.1M |
+$173M |
BABA, ZTO, BIDU, SINA, CTRP
|
13F-HR |
11/9/2017, 08:59 PM |
Q2 2017 |
8 |
$435M |
$0 |
$0 |
|
BABA, ZTO, SINA, NTES, BZUN
|
13F-HR |
7/13/2017, 06:42 AM |