Q3 2024 |
10 |
$277M |
+$11.7M |
-$148M |
-$137M |
PDD, NVDA, META, LKNCY, TSLA
|
13F-HR |
10/3/2024, 08:48 PM |
Q2 2024 |
9 |
$413M |
+$199M |
-$161M |
+$38.7M |
NVDA, PDD, NVO, META, MSFT
|
13F-HR |
7/11/2024, 10:33 AM |
Q1 2024 |
16 |
$538M |
+$149M |
-$70.3M |
+$78.5M |
NVDA, PDD, MSFT, LI, LKNCY
|
13F-HR |
5/13/2024, 08:31 AM |
Q4 2023 |
16 |
$399M |
$0 |
$0 |
|
PDD, NVDA, MSFT, LI, LKNCY
|
New Holdings |
2/14/2024, 07:32 PM |
Q4 2023 |
16 |
$399M |
+$121M |
-$43.4M |
+$77.4M |
PDD, NVDA, MSFT, LI, LKNCY
|
13F-HR |
2/14/2024, 06:21 AM |
Q3 2023 |
19 |
$279M |
+$46.5M |
-$116M |
-$69M |
NVDA, PDD, LKNCY, MSFT, LI
|
13F-HR |
11/13/2023, 07:57 PM |
Q2 2023 |
13 |
$319M |
+$122M |
-$196M |
-$73.8M |
NVDA, PDD, AVGO, MSFT, TSM
|
13F-HR |
8/15/2023, 09:16 PM |
Q1 2023 |
20 |
$384M |
+$138M |
-$116M |
+$23M |
PDD, NVDA, LKNCY, MSFT, TSM
|
13F-HR |
5/15/2023, 06:13 AM |
Q4 2022 |
15 |
$326M |
+$126M |
-$54.4M |
+$71.7M |
PDD, LKNCY, TSM, FOUR, EDU
|
13F-HR |
2/14/2023, 08:32 PM |
Q3 2022 |
15 |
$230M |
+$67.7M |
-$107M |
-$39.3M |
PDD, DQ, FOUR, TSM, ABNB
|
13F-HR |
11/14/2022, 07:53 PM |
Q2 2022 |
22 |
$299M |
+$57.5M |
-$140M |
-$82.5M |
PDD, DQ, GOOG, SE, BILI
|
13F-HR |
8/11/2022, 09:52 PM |
Q1 2022 |
20 |
$357M |
+$92.9M |
-$125M |
-$31.7M |
PDD, SE, BILI, SHOP, GOOG
|
13F-HR |
5/13/2022, 06:06 AM |
Q4 2021 |
18 |
$591M |
+$61M |
-$177M |
-$116M |
PDD, SE, BILI, SHOP, ZH
|
13F-HR |
2/14/2022, 07:42 PM |
Q3 2021 |
21 |
$811M |
+$207M |
-$270M |
-$63M |
PDD, SE, BILI, SHOP, DASH
|
13F-HR |
11/15/2021, 09:01 PM |
Q2 2021 |
21 |
$1.16B |
+$250M |
-$85.5M |
+$164M |
BILI, SE, PDD, SHOP, TUYA
|
13F-HR |
8/10/2021, 09:29 PM |
Q1 2021 |
20 |
$1.01B |
$0 |
$0 |
|
BILI, SE, PDD, CAN, TAL
|
13F-HR |
5/13/2021, 08:37 PM |