Q3 2023 |
1 |
$6.31M |
$0 |
-$7.43M |
-$7.43M |
TCOM
|
13F-HR |
10/16/2023, 04:56 PM |
Q2 2023 |
2 |
$13.7M |
$0 |
-$38.8M |
-$38.8M |
TCOM, ZTO
|
13F-HR |
7/20/2023, 04:31 PM |
Q1 2023 |
7 |
$54.7M |
+$1.2M |
-$38.6M |
-$37.4M |
HTHT, TCOM, ZTO, EDU, YUMC
|
13F-HR |
5/1/2023, 11:08 AM |
Q4 2022 |
8 |
$83.3M |
+$30M |
-$237K |
+$29.7M |
HTHT, TCOM, TAL, EDU, ZTO
|
13F-HR |
1/27/2023, 08:56 AM |
Q3 2022 |
5 |
$43.4M |
+$34.4M |
-$848K |
+$33.6M |
HTHT, TCOM, ZTO, YUMC, DADA
|
13F-HR |
11/1/2022, 02:29 PM |
Q2 2022 |
4 |
$10.4M |
+$10.4M |
$0 |
+$10.4M |
HTHT, TCOM, YUMC, BZ
|
13F-HR |
8/3/2022, 03:10 PM |
Q1 2022 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
4/26/2022, 04:08 PM |
Q4 2021 |
0 |
$0 |
$0 |
-$76M |
-$76M |
|
13F-HR |
2/2/2022, 02:54 PM |
Q3 2021 |
7 |
$76M |
+$43.3M |
-$32.5M |
+$10.8M |
BABA, TCOM, RLX, HTHT, FUTU
|
13F-HR |
11/8/2021, 12:50 PM |
Q2 2021 |
12 |
$81.9M |
+$26.9M |
-$51.5M |
-$24.6M |
BABA, PDD, FXI, TCOM, RLX
|
13F-HR |
8/17/2021, 11:04 AM |
Q1 2021 |
14 |
$108M |
+$105M |
-$23.1M |
+$81.8M |
BABA, XLF, FXI, TCOM, VNET
|
13F-HR |
5/12/2021, 03:47 PM |
Q4 2020 |
9 |
$25.5M |
+$15.7M |
-$122M |
-$106M |
EDU, GDS, BILI, PDD, HTHT
|
13F-HR |
2/16/2021, 03:53 PM |
Q2 2020 |
12 |
$110M |
$0 |
$0 |
|
FXI, TAL, BIDU, HTHT, BABA
|
13F-HR |
8/14/2020, 12:38 PM |
Q3 2019 |
2 |
$16.9M |
+$9.44M |
-$11.1M |
-$1.63M |
CTRP, IQ
|
13F-HR |
10/18/2019, 04:39 PM |
Q2 2019 |
5 |
$20.5M |
+$17.2M |
-$30.8M |
-$13.6M |
IQ, MOMO, BILI, CTRP, YY
|
13F-HR |
7/18/2019, 03:03 PM |
Q1 2019 |
9 |
$35.8M |
+$31.9M |
$0 |
+$31.9M |
CTRP, BABA, JD, BZUN, PDD
|
13F-HR |
4/25/2019, 08:02 AM |
Q4 2018 |
1 |
$0 |
$0 |
$0 |
|
|
13F-HR |
2/14/2019, 08:44 AM |