| Q2 2024 |
12 |
$396M |
+$68.7M |
-$14.8M |
+$53.9M |
APP, DECK, GOOG, PDD, EDU
|
13F-HR |
8/5/2024, 07:29 AM |
| Q1 2024 |
13 |
$319M |
+$189M |
-$52.1M |
+$137M |
APP, DECK, GOOG, EDU, GDXJ
|
13F-HR |
5/8/2024, 06:10 AM |
| Q4 2023 |
10 |
$150M |
+$76.6M |
-$481K |
+$76.1M |
DECK, EDU, ACMR, GOOG, SPY
|
13F-HR |
2/1/2024, 09:51 PM |
| Q3 2023 |
6 |
$66.5M |
+$16.6M |
-$40.2M |
-$23.6M |
EDU, DECK, SU, CVE, ACMR
|
13F-HR |
11/2/2023, 09:25 PM |
| Q2 2023 |
8 |
$80.8M |
+$19.2M |
-$7.38M |
+$11.8M |
DECK, EDU, SU, LAC, DQ
|
13F-HR |
8/7/2023, 07:35 AM |
| Q1 2023 |
8 |
$65.6M |
+$21.3M |
-$14.3M |
+$6.98M |
SU, DECK, LAC, DQ, TSLA
|
13F-HR |
5/9/2023, 09:59 PM |
| Q4 2022 |
8 |
$54.4M |
+$8.85M |
-$3.23M |
+$5.62M |
SU, DECK, AR, LAC, RRC
|
Restatement |
2/14/2023, 09:03 PM |
| Q3 2022 |
8 |
$49.4M |
+$18.5M |
-$17.5M |
+$996K |
SU, LAC, DECK, AR, RRC
|
13F-HR |
10/31/2022, 09:13 PM |
| Q2 2022 |
7 |
$43.8M |
+$17.1M |
-$18.5M |
-$1.4M |
SU, WOLF, LAC, SE, AR
|
13F-HR |
8/11/2022, 09:33 PM |
| Q1 2022 |
8 |
$62.6M |
+$26.4M |
-$11.3M |
+$15.1M |
WOLF, SE, LAC, WDC, QRVO
|
13F-HR |
4/19/2022, 09:50 PM |
| Q4 2021 |
5 |
$62.6M |
+$33.8M |
-$34.5M |
-$785K |
SE, WOLF, QRVO, WDC, META
|
13F-HR |
1/26/2022, 09:31 AM |
| Q3 2021 |
7 |
$69.5M |
+$21.8M |
-$65.3M |
-$43.5M |
SE, CREE, ACMR, WDC, NVDA
|
13F-HR |
10/25/2021, 09:48 PM |
| Q2 2021 |
12 |
$126M |
+$51.5M |
-$40.1M |
+$11.4M |
PDD, ACMR, ZH, NVDA, CREE
|
13F-HR |
7/22/2021, 06:57 AM |
| Q1 2021 |
7 |
$104M |
+$27.4M |
-$17.6M |
+$9.8M |
PDD, SE, TAL, CREE, NVDA
|
13F-HR |
5/4/2021, 06:41 AM |
| Q4 2020 |
7 |
$107M |
$0 |
$0 |
|
PDD, TAL, CREE, SE, QRVO
|
13F-HR |
2/2/2021, 08:35 PM |