Q3 2024 |
16 |
$46.3M |
+$939K |
-$45.4M |
-$44.4M |
MELI, KKR, AMZN, SQ, GOOG
|
13F-HR |
11/14/2024, 04:00 PM |
Q2 2024 |
31 |
$84.8M |
+$5.96M |
-$38.2M |
-$32.2M |
MELI, KKR, NU, AMZN, PDD
|
13F-HR |
8/14/2024, 04:00 PM |
Q1 2024 |
33 |
$112M |
$0 |
$0 |
|
MELI, NU, KKR, PDD, AMZN
|
New Holdings |
8/19/2024, 04:26 PM |
Q1 2024 |
33 |
$112M |
+$12.9M |
-$14.3M |
-$1.38M |
MELI, NU, KKR, PDD, AMZN
|
13F-HR |
5/15/2024, 04:00 PM |
Q4 2023 |
41 |
$107M |
$0 |
$0 |
|
MELI, PDD, NU, KKR, AMZN
|
New Holdings |
8/19/2024, 04:24 PM |
Q4 2023 |
41 |
$107M |
+$9.62M |
-$32M |
-$22.3M |
MELI, PDD, NU, KKR, AMZN
|
13F-HR |
2/14/2024, 04:00 PM |
Q3 2023 |
35 |
$115M |
$0 |
$0 |
|
MELI, PDD, NU, BEKE, WNS
|
New Holdings |
8/19/2024, 04:22 PM |
Q3 2023 |
35 |
$115M |
+$16.9M |
-$15.1M |
+$1.81M |
MELI, PDD, NU, BEKE, WNS
|
13F-HR |
11/14/2023, 04:01 PM |
Q2 2023 |
32 |
$111M |
+$8.64M |
-$17.3M |
-$8.64M |
MELI, NU, PDD, BEKE, FRSH
|
13F-HR |
8/14/2023, 04:00 PM |
Q1 2023 |
32 |
$126M |
$0 |
$0 |
|
MELI, BEKE, BGNE, PDD, SE
|
New Holdings |
8/19/2024, 04:20 PM |
Q1 2023 |
32 |
$126M |
+$12M |
-$16.3M |
-$4.27M |
MELI, BEKE, BGNE, PDD, SE
|
13F-HR |
5/15/2023, 04:00 PM |
Q4 2022 |
33 |
$116M |
+$11.7M |
-$24.3M |
-$12.6M |
MELI, BGNE, BEKE, PDD, FRSH
|
13F-HR |
2/14/2023, 04:00 PM |
Q3 2022 |
39 |
$120M |
+$23.4M |
-$21.9M |
+$1.48M |
BEKE, PDD, MELI, JD, FRSH
|
13F-HR |
11/14/2022, 04:00 PM |
Q2 2022 |
31 |
$125M |
+$26.5M |
-$20.3M |
+$6.24M |
BEKE, JD, FRSH, MELI, BILI
|
13F-HR |
8/15/2022, 04:00 PM |
Q1 2022 |
32 |
$149M |
+$48.2M |
-$27.9M |
+$20.3M |
MELI, FRSH, JD, SE, IQ
|
13F-HR |
5/16/2022, 04:01 PM |
Q4 2021 |
41 |
$162M |
+$48.8M |
-$56.3M |
-$7.49M |
MELI, SE, ZTO, JD, NTES
|
13F-HR |
2/14/2022, 04:07 PM |
Q3 2021 |
40 |
$194M |
+$38.2M |
-$47.1M |
-$8.9M |
MELI, SE, JD, BGNE, ZTO
|
13F-HR |
11/15/2021, 04:01 PM |
Q2 2021 |
39 |
$220M |
+$48.4M |
-$42.8M |
+$5.64M |
SE, MELI, BILI, JD, LX
|
13F-HR |
8/16/2021, 04:05 PM |
Q1 2021 |
45 |
$203M |
+$39.1M |
-$44.6M |
-$5.56M |
SE, MELI, FUTU, JD, GDS
|
13F-HR |
5/17/2021, 04:04 PM |
Q4 2020 |
5 |
$53.1M |
$0 |
$0 |
|
JD, BGNE, BABA, GDS, EDU
|
New Holdings |
2/18/2021, 04:47 PM |
Q4 2020 |
42 |
$194M |
+$71.8M |
-$21.1M |
+$50.8M |
PDD, SE, MELI, BILI, JD
|
13F-HR |
2/16/2021, 04:01 PM |
Q3 2020 |
36 |
$107M |
+$18.1M |
-$53.9M |
-$35.8M |
SE, MELI, TAL, GDS, PDD
|
13F-HR |
11/16/2020, 04:01 PM |
Q2 2020 |
29 |
$126M |
+$17.7M |
-$33M |
-$15.3M |
MELI, SE, BILI, TAL, G
|
13F-HR |
8/14/2020, 04:01 PM |
Q1 2020 |
29 |
$98.7M |
+$14.6M |
-$29.5M |
-$15M |
MELI, TAL, BILI, SE, IQ
|
13F-HR |
5/15/2020, 04:00 PM |
Q4 2019 |
31 |
$124M |
$0 |
$0 |
|
TAL, MELI, NOAH, IQ, BILI
|
13F-HR |
2/14/2020, 04:00 PM |