| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 16 | $266M | +$75.7M | -$88.5M | -$12.7M | X, PDD, EDU, FUTU, YY | 13F-HR | 8/12/2024, 10:23 AM |
| Q1 2024 | 15 | $267M | +$117M | -$43M | +$73.5M | EDU, PDD, FUTU, NTES, TCOM | 13F-HR | 5/13/2024, 11:32 AM |
| Q4 2023 | 12 | $193M | +$138M | -$137M | +$1.14M | EDU, PDD, TME, FUTU, VNET | 13F-HR | 2/12/2024, 08:06 AM |
| Q3 2023 | 11 | $179M | $0 | $0 | CD, ATVI, YY, VNET, WDC | 13F-HR | 11/13/2023, 08:57 PM | |
| Q2 2023 | 11 | $221M | +$35.9M | -$138M | -$102M | CD, ATVI, YY, DQ, VNET | 13F-HR | 8/14/2023, 07:19 AM |
| Q1 2023 | 14 | $305M | +$90.2M | -$61.6M | +$28.6M | CD, FUTU, YY, ATVI, VNET | 13F-HR | 5/12/2023, 12:05 PM |
| Q4 2022 | 15 | $293M | +$67.5M | -$126M | -$58.6M | CD, VNET, YY, ATVI, PDD | 13F-HR | 2/10/2023, 09:55 AM |
| Q3 2022 | 15 | $345M | +$94.6M | -$89.2M | +$5.34M | CD, TCOM, PDD, YY, ATVI | 13F-HR | 11/14/2022, 07:09 AM |
| Q2 2022 | 18 | $379M | +$198M | -$87.6M | +$111M | CD, KLAC, WDC, GDS, DQ | 13F-HR | 8/12/2022, 10:12 AM |
| Q1 2022 | 12 | $255M | +$78.1M | -$142M | -$63.6M | GDS, SNPS, KLAC, YY, DQ | 13F-HR | 5/13/2022, 06:19 AM |
| Q4 2021 | 11 | $350M | $0 | $0 | GDS, NFH, SNPS, INTC, KLAC | 13F-HR | 2/11/2022, 06:34 AM |