| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2022 | 30 | $295M | +$182M | -$157M | +$25.1M | BABA, CRDO, JD, NTES, AMZN | 13F-HR | 2/14/2023, 02:51 PM |
| Q3 2022 | 31 | $276M | +$164M | -$47.3M | +$117M | AMZN, PYPL, CRDO, MSFT, BABA | 13F-HR | 11/14/2022, 05:29 PM |
| Q2 2022 | 29 | $183M | +$84.6M | -$126M | -$41.1M | CRDO, MSFT, TSLA, BEKE, BABA | 13F-HR | 8/15/2022, 02:57 PM |
| Q1 2022 | 31 | $256M | +$170M | -$80.4M | +$89.1M | CRDO, YUMC, MSFT, ESTC, TDG | 13F-HR | 5/16/2022, 04:36 PM |
| Q4 2021 | 27 | $191M | $0 | $0 | YUMC, AMZN, TDG, BEKE, SHOP | 13F-HR | 2/14/2022, 03:31 PM |