| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 5 | $151M | +$108M | -$217M | -$109M | ZTO, YMM, NXT, MOMO, MU | 13F-HR | 11/13/2024, 08:09 PM |
| Q2 2024 | 8 | $260M | +$77.5M | -$131M | -$53.3M | PDD, BABA, EDU, MU, MOMO | 13F-HR | 8/13/2024, 06:25 AM |
| Q1 2024 | 12 | $304M | +$167M | -$107M | +$59.8M | BABA, PDD, TSM, YMM, MOMO | 13F-HR | 5/13/2024, 09:33 PM |
| Q4 2023 | 8 | $244M | +$80M | -$89.4M | -$9.44M | BABA, DQ, ZTO, TSM, MOMO | 13F-HR | 2/14/2024, 06:06 AM |
| Q3 2023 | 5 | $275M | $0 | $0 | BABA, DQ, BEKE, MOMO, TSM | 13F-HR | 11/14/2023, 08:08 AM | |
| Q2 2023 | 8 | $340M | +$66.6M | -$159M | -$92.8M | BABA, DQ, PDD, MOMO, EDU | 13F-HR | 8/11/2023, 06:25 AM |
| Q1 2023 | 10 | $478M | +$215M | -$154M | +$60.5M | BABA, PDD, DQ, GOOG, MOMO | 13F-HR | 5/12/2023, 06:21 AM |
| Q4 2022 | 10 | $369M | $0 | $0 | BABA, DQ, MOMO, META, YY | New Holdings | 5/15/2023, 06:25 AM | |
| Q4 2022 | 9 | $265M | $0 | $0 | BABA, MOMO, META, YY, ATVI | 13F-HR | 2/14/2023, 08:56 AM |