Q3 2024 |
32 |
$382M |
+$109M |
-$147M |
-$38.4M |
MSFT, HOOD, WDC, MU, NVDA
|
13F-HR |
11/14/2024, 02:33 PM |
Q2 2024 |
38 |
$424M |
+$249M |
-$187M |
+$62.6M |
HOOD, MSFT, WDC, STNG, MRVL
|
13F-HR |
8/14/2024, 02:30 PM |
Q1 2024 |
38 |
$368M |
+$215M |
-$297M |
-$81.7M |
MSFT, ORCL, AVGO, STNG, CRM
|
13F-HR |
5/15/2024, 12:31 PM |
Q4 2023 |
15 |
$397M |
+$133M |
-$270M |
-$137M |
SNOW, NVDA, CHK, MSFT, CVX
|
13F-HR |
2/14/2024, 05:15 PM |
Q3 2023 |
24 |
$507M |
+$173M |
-$219M |
-$45.2M |
NVDA, MSFT, CHK, AAPL, MRVL
|
13F-HR |
11/14/2023, 11:33 AM |
Q2 2023 |
26 |
$568M |
+$165M |
-$146M |
+$19.3M |
MSFT, MRVL, AAPL, CHK, V
|
13F-HR |
8/14/2023, 11:57 AM |
Q1 2023 |
25 |
$500M |
+$245M |
-$99.3M |
+$145M |
MSFT, V, CHK, SLB, TER
|
13F-HR |
5/15/2023, 12:16 PM |
Q4 2022 |
23 |
$333M |
+$127M |
-$103M |
+$24M |
CHK, MSFT, V, EL, MRVL
|
13F-HR |
2/14/2023, 10:46 AM |
Q3 2022 |
24 |
$306M |
+$87.4M |
-$38.7M |
+$48.6M |
CHK, MSFT, MRVL, V, XOM
|
13F-HR |
11/14/2022, 11:26 AM |
Q2 2022 |
21 |
$263M |
+$148M |
-$58.4M |
+$90M |
CHK, V, MSFT, XOM, BKNG
|
13F-HR |
8/15/2022, 10:22 AM |
Q1 2022 |
17 |
$196M |
+$131M |
-$240M |
-$108M |
V, TCOM, EL, MSFT, BKNG
|
13F-HR |
5/16/2022, 11:10 AM |
Q4 2021 |
20 |
$327M |
+$182M |
-$20.9M |
+$161M |
MSFT, BABA, GOOG, META, AMZN
|
13F-HR |
2/14/2022, 11:50 AM |
Q3 2021 |
12 |
$171M |
+$129M |
-$16.4M |
+$113M |
GOOG, META, AMZN, TCOM, FCX
|
13F-HR |
11/15/2021, 11:13 AM |
Q2 2021 |
9 |
$65.4M |
+$56.7M |
-$197M |
-$140M |
TCOM, FCX, RBLX, VALE, SE
|
13F-HR |
8/16/2021, 10:33 AM |
Q1 2021 |
15 |
$194M |
+$73.7M |
-$135M |
-$61.2M |
SE, MSCI, GDS, BABA, NVDA
|
13F-HR |
5/17/2021, 07:57 AM |
Q4 2020 |
12 |
$256M |
+$48M |
-$86.4M |
-$38.4M |
SE, GDS, GLD, MSCI, LI
|
13F-HR |
2/16/2021, 10:56 AM |
Q3 2020 |
13 |
$263M |
+$118M |
-$68.1M |
+$49.9M |
GDS, SE, GLD, MSCI, YUMC
|
13F-HR |
11/16/2020, 10:16 AM |
Q2 2020 |
13 |
$196M |
+$69.1M |
-$199M |
-$129M |
GDS, AMD, JD, SE, GLD
|
13F-HR |
7/30/2020, 11:25 AM |
Q1 2020 |
12 |
$209M |
+$137M |
-$90.3M |
+$47.2M |
SE, AMD, TAL, JD, ZTO
|
13F-HR |
5/15/2020, 09:44 AM |
Q4 2019 |
15 |
$156M |
$0 |
$0 |
|
SE, MU, HUYA, TAL, JKS
|
13F-HR |
2/14/2020, 09:46 AM |
Q3 2018 |
10 |
$50.5M |
+$37.9M |
-$10.6M |
+$27.3M |
BABA, TSM, CSCO, VSH, IQ
|
13F-HR |
11/14/2018, 10:01 AM |
Q2 2018 |
7 |
$24.8M |
+$22.6M |
-$41.5M |
-$18.9M |
BABA, VSH, SINA, AMD, SBUX
|
13F-HR |
8/14/2018, 09:59 AM |
Q1 2018 |
8 |
$44.3M |
+$25.2M |
-$30.9M |
-$5.71M |
GDS, YUMC, EDU, QCOM, BILI
|
13F-HR |
5/15/2018, 09:50 AM |
Q4 2017 |
12 |
$50.2M |
$0 |
$0 |
|
EDU, HTHT, HIMX, YUMC, SE
|
13F-HR |
2/14/2018, 01:02 PM |