Q3 2024 |
17 |
$868M |
+$161M |
-$107M |
+$54.3M |
PDD, HTHT, NTES, YUMC, BEKE
|
13F-HR |
11/14/2024, 11:30 AM |
Q2 2024 |
19 |
$762M |
+$260M |
-$57.8M |
+$202M |
PDD, HTHT, NTES, IQ, META
|
13F-HR |
8/13/2024, 06:25 AM |
Q1 2024 |
21 |
$554M |
+$170M |
-$24.5M |
+$146M |
PDD, ZTO, HTHT, IQ, TME
|
13F-HR |
5/14/2024, 06:18 AM |
Q4 2023 |
18 |
$420M |
+$74.3M |
-$105M |
-$30.9M |
PDD, ZTO, IQ, MSFT, TME
|
13F-HR |
2/14/2024, 07:52 AM |
Q3 2023 |
17 |
$386M |
+$73.4M |
-$79.6M |
-$6.2M |
PDD, ZTO, IQ, MSFT, NTES
|
13F-HR |
11/14/2023, 06:07 AM |
Q2 2023 |
12 |
$331M |
+$79.4M |
-$29.2M |
+$50.3M |
PDD, ZTO, MSFT, NTES, RLX
|
13F-HR |
8/14/2023, 06:04 AM |
Q1 2023 |
14 |
$302M |
+$139M |
-$68.3M |
+$70.5M |
PDD, ZTO, MSFT, NTES, RLX
|
13F-HR |
5/11/2023, 10:45 AM |
Q4 2022 |
16 |
$223M |
+$84.7M |
-$46.1M |
+$38.6M |
PDD, ZTO, TSLA, AMZN, EDU
|
13F-HR |
2/8/2023, 09:18 PM |
Q3 2022 |
16 |
$166M |
+$33M |
-$63.5M |
-$30.4M |
PDD, BEKE, ZTO, TSLA, TAL
|
13F-HR |
11/14/2022, 12:57 PM |
Q2 2022 |
14 |
$242M |
+$103M |
-$33.1M |
+$69.9M |
PDD, TSLA, BEKE, ZTO, BZ
|
13F-HR |
8/15/2022, 10:49 AM |
Q1 2022 |
8 |
$130M |
+$25.8M |
-$24M |
+$1.81M |
PDD, ZTO, BEKE, NTES, LI
|
13F-HR |
5/16/2022, 10:53 AM |
Q4 2021 |
10 |
$161M |
+$48.3M |
-$64M |
-$15.7M |
PDD, ZTO, BEKE, XPEV, NTES
|
13F-HR |
2/14/2022, 10:31 AM |
Q3 2021 |
18 |
$212M |
+$53.4M |
-$86.1M |
-$32.7M |
PDD, ZTO, WB, NTES, HTHT
|
13F-HR |
11/15/2021, 02:35 PM |
Q2 2021 |
19 |
$312M |
+$20.7M |
-$119M |
-$98.6M |
PDD, NTES, WB, IMAB, BILI
|
13F-HR |
8/16/2021, 03:04 PM |
Q1 2021 |
21 |
$411M |
+$53M |
-$43.9M |
+$9.17M |
PDD, WB, NTES, BILI, TAL
|
13F-HR |
5/17/2021, 09:08 AM |
Q4 2020 |
17 |
$424M |
+$94.7M |
-$38M |
+$56.7M |
PDD, WB, NTES, BILI, HTHT
|
13F-HR |
2/16/2021, 01:40 PM |
Q3 2020 |
19 |
$275M |
+$41M |
-$47.6M |
-$6.54M |
PDD, WB, NTES, HTHT, ZTO
|
13F-HR |
11/16/2020, 11:08 AM |
Q2 2020 |
17 |
$274M |
+$31.3M |
-$71.5M |
-$40.2M |
PDD, WB, NTES, BILI, ZTO
|
13F-HR |
8/14/2020, 11:31 AM |
Q1 2020 |
16 |
$221M |
+$119M |
-$36.2M |
+$83.1M |
BABA, WB, NTES, PDD, ZTO
|
13F-HR |
5/14/2020, 04:30 PM |
Q4 2019 |
17 |
$149M |
$0 |
$0 |
|
BABA, WB, ZTO, BIDU, NTES
|
13F-HR |
2/14/2020, 11:34 AM |