Q1 2024 |
21 |
$531M |
+$149M |
-$302M |
-$152M |
NVDA, LVS, WGO, DASH, HTHT
|
13F-HR |
5/1/2024, 04:25 PM |
Q4 2023 |
20 |
$621M |
+$84.7M |
-$263M |
-$178M |
CROX, YUMC, SKX, LVS, WGO
|
13F-HR |
1/23/2024, 04:15 PM |
Q3 2023 |
20 |
$770M |
+$141M |
-$42.5M |
+$98.1M |
CROX, YUMC, BABA, SKX, NVDA
|
13F-HR |
11/2/2023, 04:20 PM |
Q2 2023 |
20 |
$738M |
+$206M |
-$114M |
+$92.1M |
CROX, SKX, BABA, YUMC, BIDU
|
13F-HR |
7/28/2023, 04:09 PM |
Q1 2023 |
12 |
$700M |
+$131M |
-$132M |
-$1.78M |
CROX, FXI, YUMC, BABA, LVS
|
13F-HR |
5/2/2023, 04:15 PM |
Q4 2022 |
12 |
$630M |
+$198M |
-$26.4M |
+$172M |
CROX, LVS, YUMC, JD, BABA
|
13F-HR |
2/14/2023, 10:54 AM |
Q3 2022 |
5 |
$356M |
+$127M |
-$82.8M |
+$43.9M |
CROX, LVS, JD, BABA, YUMC
|
13F-HR |
11/9/2022, 11:44 AM |
Q2 2022 |
9 |
$333M |
+$201M |
-$86.9M |
+$114M |
BABA, JD, PSTH, CROX, LVS
|
13F-HR |
8/10/2022, 11:19 AM |
Q1 2022 |
12 |
$209M |
+$30.8M |
-$308M |
-$277M |
IGT, JD, PSTH, AAPL, MSFT
|
13F-HR |
5/13/2022, 11:29 AM |
Q4 2021 |
15 |
$510M |
+$195M |
-$366M |
-$171M |
UBER, JD, BABA, IGT, GM
|
13F-HR |
2/4/2022, 11:04 AM |
Q3 2021 |
11 |
$692M |
+$27.8M |
-$265M |
-$238M |
MAR, NKE, UBER, TCOM, BABA
|
13F-HR |
11/4/2021, 11:02 AM |
Q2 2021 |
13 |
$1.04B |
+$58.4M |
-$455M |
-$397M |
MAR, UBER, TCOM, NKE, BABA
|
13F-HR |
8/4/2021, 11:06 AM |
Q1 2021 |
16 |
$1.48B |
+$133M |
-$200M |
-$67.1M |
BABA, MAR, TCOM, UBER, MLCO
|
13F-HR |
5/7/2021, 11:10 AM |
Q4 2020 |
17 |
$1.48B |
+$237M |
-$111M |
+$126M |
BABA, MAR, TCOM, NKE, CTSH
|
13F-HR |
2/3/2021, 10:36 AM |
Q3 2020 |
15 |
$1.24B |
+$128M |
-$327M |
-$200M |
BABA, LOW, NKE, TCOM, MLCO
|
13F-HR |
11/5/2020, 10:33 AM |
Q2 2020 |
16 |
$1.22B |
+$381M |
-$179M |
+$202M |
BABA, UBER, LOW, YUMC, NKE
|
13F-HR |
7/27/2020, 10:31 AM |
Q1 2020 |
15 |
$859M |
+$250M |
-$108M |
+$142M |
YUMC, BABA, CTSH, NKE, UBER
|
13F-HR |
5/1/2020, 10:31 AM |
Q4 2019 |
10 |
$889M |
+$202M |
-$69.6M |
+$132M |
BABA, CTSH, YUMC, NKE, MLCO
|
13F-HR |
1/24/2020, 10:32 AM |
Q3 2019 |
8 |
$687M |
+$312M |
-$82.6M |
+$229M |
BABA, CTSH, YUMC, MLCO, NKE
|
13F-HR |
11/6/2019, 10:31 AM |
Q2 2019 |
11 |
$469M |
+$231M |
-$80.1M |
+$151M |
CTSH, YUMC, MLCO, EDU, BIDU
|
13F-HR |
8/2/2019, 10:39 AM |
Q1 2019 |
7 |
$388M |
+$2.08M |
-$62.3M |
-$60.3M |
BIDU, CTSH, MLCO, EDU, HOLI
|
13F-HR |
4/25/2019, 11:34 AM |
Q4 2018 |
10 |
$405M |
+$56.2M |
-$129M |
-$72.7M |
BIDU, CTSH, MLCO, MOMO, CTRP
|
13F-HR |
1/31/2019, 10:38 AM |
Q3 2018 |
10 |
$589M |
+$18.2M |
-$68.6M |
-$50.4M |
BIDU, CTSH, YUMC, MLCO, LULU
|
13F-HR |
11/2/2018, 08:45 AM |
Q2 2018 |
12 |
$661M |
+$154M |
-$47.1M |
+$107M |
BIDU, CTSH, YUMC, LULU, MLCO
|
13F-HR |
8/14/2018, 09:17 AM |
Q1 2018 |
12 |
$553M |
+$122M |
-$17.9M |
+$104M |
BIDU, YUMC, CTSH, MLCO, MOMO
|
13F-HR |
5/15/2018, 09:40 AM |
Q4 2017 |
6 |
$438M |
$0 |
$0 |
|
BIDU, YUMC, CTSH, MLCO, QD
|
13F-HR |
2/14/2018, 09:46 AM |