Q3 2024 |
24 |
$113M |
+$71M |
-$85M |
-$14.1M |
SE, AFRM, WULF, LVS, TSM
|
13F-HR |
11/14/2024, 10:01 AM |
Q2 2024 |
26 |
$117M |
+$59.7M |
-$49.8M |
+$9.91M |
SE, JD, PYPL, JMIA, MRVL
|
13F-HR |
8/14/2024, 10:53 AM |
Q1 2024 |
18 |
$106M |
+$54.2M |
-$53.2M |
+$1.03M |
SE, BYON, PYPL, MRVL, JD
|
13F-HR |
5/15/2024, 01:00 PM |
Q4 2023 |
17 |
$92.3M |
+$57.3M |
-$52.7M |
+$4.58M |
SE, TCOM, MELI, MRVL, BYON
|
13F-HR |
2/14/2024, 01:21 PM |
Q3 2023 |
8 |
$84M |
+$57.4M |
-$38.8M |
+$18.6M |
SE, HAS, COHR, MELI, XP
|
13F-HR |
11/14/2023, 01:34 PM |
Q2 2023 |
9 |
$68.8M |
+$22.6M |
-$65.8M |
-$43.2M |
NU, SE, PINS, MELI, ACVA
|
13F-HR |
8/14/2023, 10:04 AM |
Q1 2023 |
14 |
$118M |
+$85.1M |
-$51.3M |
+$33.9M |
BZ, PDD, YMM, FUTU, SE
|
13F-HR |
5/15/2023, 12:12 PM |
Q4 2022 |
18 |
$74.2M |
+$49.4M |
-$70.4M |
-$21M |
VNET, BABA, API, IQ, LYV
|
13F-HR |
2/14/2023, 01:49 PM |
Q3 2022 |
18 |
$93.6M |
+$77.1M |
-$82.1M |
-$4.98M |
LVS, PDD, NFLX, SE, TCOM
|
13F-HR |
11/14/2022, 04:40 PM |
Q2 2022 |
18 |
$101M |
+$34.2M |
-$90.6M |
-$56.5M |
BABA, CARG, HUBS, EDU, MELI
|
13F-HR |
8/15/2022, 09:29 AM |
Q1 2022 |
18 |
$218M |
+$118M |
-$65.7M |
+$52.4M |
HUBS, DKS, MELI, UBER, ZTO
|
13F-HR |
5/13/2022, 12:14 PM |
Q4 2021 |
15 |
$195M |
+$105M |
-$91.3M |
+$13.8M |
ZTO, MELI, CZR, AFRM, XM
|
13F-HR |
2/11/2022, 10:41 AM |
Q3 2021 |
15 |
$194M |
+$94.7M |
-$163M |
-$68.2M |
ZTO, AFRM, MGNI, CARG, CZR
|
13F-HR |
11/15/2021, 09:24 AM |
Q2 2021 |
21 |
$253M |
+$132M |
-$107M |
+$24.9M |
PDD, AFRM, YSG, CARG, LYFT
|
13F-HR |
8/16/2021, 04:52 PM |
Q1 2021 |
17 |
$227M |
+$195M |
-$125M |
+$69.4M |
AFRM, YSG, Z, PDD, AMZN
|
13F-HR |
5/17/2021, 09:27 AM |
Q4 2020 |
17 |
$178M |
+$121M |
-$145M |
-$23.8M |
CARG, EDU, VNET, OUT, Z
|
13F-HR |
2/16/2021, 03:08 PM |
Q3 2020 |
20 |
$156M |
+$115M |
-$86.6M |
+$28.8M |
VIPS, HTHT, VNET, SIRI, PTON
|
13F-HR |
11/16/2020, 09:20 AM |
Q2 2020 |
20 |
$116M |
+$91.4M |
-$55.7M |
+$35.7M |
ANGI, GDS, VNET, MELI, FVRR
|
13F-HR |
8/14/2020, 09:37 AM |
Q1 2020 |
11 |
$62.6M |
+$52.9M |
-$37.2M |
+$15.7M |
BIDU, UBER, PYPL, TME, JD
|
13F-HR |
5/15/2020, 11:02 AM |
Q4 2019 |
10 |
$44.7M |
$0 |
$0 |
|
JD, SE, AMZN, ZTO, CHDN
|
Restatement |
2/14/2020, 06:54 PM |