Q1 2025 |
37 |
$484M |
+$55.7M |
-$96.8M |
-$41.1M |
PDD, SE, YMM, LEGN, TCOM
|
13F-HR |
4/21/2025, 01:26 PM |
Q4 2024 |
42 |
$489M |
+$58.8M |
-$155M |
-$95.7M |
PDD, SE, LEGN, TSM, YUMC
|
13F-HR |
1/22/2025, 03:11 PM |
Q3 2024 |
42 |
$607M |
+$132M |
-$38.5M |
+$93.5M |
PDD, SE, YMM, BEKE, LEGN
|
13F-HR |
10/15/2024, 09:20 AM |
Q2 2024 |
38 |
$460M |
+$63.2M |
-$198M |
-$135M |
PDD, YMM, LEGN, SE, BEKE
|
13F-HR |
7/22/2024, 12:47 PM |
Q1 2024 |
38 |
$508M |
+$61.7M |
-$283M |
-$222M |
YMM, BEKE, LEGN, PDD, YUMC
|
13F-HR |
4/15/2024, 12:23 PM |
Q4 2023 |
36 |
$712M |
+$77M |
-$226M |
-$149M |
PDD, BEKE, YUMC, YMM, LEGN
|
13F-HR |
1/17/2024, 11:48 AM |
Q3 2023 |
37 |
$800M |
+$97.2M |
-$96M |
+$1.17M |
YUMC, BEKE, PDD, LEGN, YMM
|
13F-HR |
10/27/2023, 04:49 PM |
Q2 2023 |
45 |
$854M |
+$149M |
-$189M |
-$40M |
YUMC, BEKE, LEGN, PDD, TSM
|
13F-HR |
8/10/2023, 02:57 PM |
Q1 2023 |
42 |
$1B |
+$147M |
-$58.6M |
+$88.1M |
YUMC, PDD, BEKE, LEGN, HTHT
|
13F-HR |
5/10/2023, 01:33 PM |
Q4 2022 |
38 |
$846M |
+$161M |
-$91.1M |
+$69.6M |
PDD, YUMC, BEKE, LEGN, HTHT
|
13F-HR |
2/9/2023, 04:28 PM |
Q3 2022 |
37 |
$688M |
+$153M |
-$20.8M |
+$132M |
PDD, YUMC, LEGN, BEKE, TSM
|
13F-HR |
11/4/2022, 04:00 PM |
Q2 2022 |
40 |
$696M |
+$51.2M |
-$60.8M |
-$9.63M |
YUMC, PDD, LEGN, JD, TSM
|
13F-HR |
7/13/2022, 11:59 AM |
Q1 2022 |
37 |
$722M |
+$76.5M |
-$49.4M |
+$27M |
YUMC, TSM, SE, PDD, JD
|
13F-HR |
5/5/2022, 01:31 PM |
Q4 2021 |
38 |
$958M |
+$51.9M |
-$307M |
-$255M |
YUMC, SE, TSM, JD, BGNE
|
13F-HR |
2/2/2022, 02:54 PM |
Q3 2021 |
41 |
$1.65B |
+$210M |
-$662M |
-$452M |
SE, YUMC, BILI, TSM, XPEV
|
13F-HR |
11/8/2021, 02:44 PM |
Q2 2021 |
49 |
$2.4B |
+$187M |
-$310M |
-$123M |
BILI, SE, YUMC, BIDU, TSM
|
13F-HR |
8/10/2021, 12:27 PM |
Q1 2021 |
51 |
$2.39B |
+$718M |
-$247M |
+$471M |
BILI, SE, YUMC, TSM, BIDU
|
13F-HR |
5/6/2021, 04:35 PM |
Q4 2020 |
40 |
$1.88B |
+$496M |
-$406M |
+$89.6M |
BILI, SE, TSM, YUMC, JD
|
13F-HR |
2/9/2021, 07:53 AM |
Q3 2020 |
35 |
$1.48B |
+$270M |
-$155M |
+$115M |
BABA, TSM, BILI, YUMC, TME
|
13F-HR |
11/5/2020, 11:58 AM |
Q2 2020 |
35 |
$1.29B |
+$236M |
-$721M |
-$485M |
BABA, YUMC, BILI, TME, JD
|
13F-HR |
7/29/2020, 12:33 PM |
Q1 2020 |
33 |
$1.55B |
+$75.3M |
-$338M |
-$262M |
BABA, YUMC, TSM, BILI, JD
|
13F-HR |
5/11/2020, 12:11 PM |
Q4 2019 |
31 |
$2.1B |
+$73.8M |
-$302M |
-$229M |
BABA, YUMC, TSM, CTSH, CHL
|
13F-HR |
2/4/2020, 01:27 PM |
Q3 2019 |
33 |
$2.24B |
+$235M |
-$90.3M |
+$145M |
BABA, CTSH, YUMC, CHL, TSM
|
13F-HR |
11/5/2019, 01:20 PM |
Q2 2019 |
35 |
$2.21B |
+$437M |
-$120M |
+$316M |
BABA, CTSH, YUMC, CHL, TSM
|
13F-HR |
8/6/2019, 08:13 AM |
Q1 2019 |
35 |
$2.12B |
+$236M |
-$65.7M |
+$170M |
BABA, CHL, CTSH, YUMC, BIDU
|
13F-HR |
5/6/2019, 02:42 PM |
Q4 2018 |
34 |
$1.63B |
+$131M |
-$268M |
-$137M |
BABA, CHL, CTSH, YUMC, BIDU
|
13F-HR |
2/6/2019, 01:33 PM |
Q3 2018 |
35 |
$2.09B |
+$212M |
-$174M |
+$38.2M |
BABA, BIDU, CHL, CTSH, YUMC
|
13F-HR |
11/14/2018, 11:04 AM |
Q2 2018 |
35 |
$2.14B |
+$127M |
-$53.4M |
+$73.1M |
BABA, BIDU, CHL, CTSH, YUMC
|
13F-HR |
8/13/2018, 02:19 PM |
Q1 2018 |
37 |
$2.21B |
+$273M |
-$48.5M |
+$225M |
BABA, BIDU, CHL, CTSH, YUMC
|
13F-HR |
5/10/2018, 09:30 AM |
Q4 2017 |
38 |
$2.12B |
+$58.2M |
-$266M |
-$208M |
BIDU, BABA, CHL, CTSH, TSM
|
13F-HR |
2/12/2018, 11:55 AM |
Q3 2017 |
45 |
$2.42B |
+$143M |
-$163M |
-$20.3M |
BIDU, BABA, CTSH, CHL, TSM
|
13F-HR |
11/13/2017, 12:33 PM |
Q2 2017 |
39 |
$2.2B |
+$99.1M |
-$47.7M |
+$51.4M |
CHL, BIDU, BABA, CTSH, TSM
|
13F-HR |
8/11/2017, 08:25 AM |
Q1 2017 |
36 |
$1.96B |
+$35.6M |
-$168M |
-$132M |
CHL, BIDU, CTSH, BABA, TSM
|
13F-HR |
5/12/2017, 09:11 AM |
Q4 2016 |
38 |
$1.94B |
+$127M |
-$298M |
-$172M |
CHL, BIDU, CTSH, BABA, CHT
|
13F-HR |
2/10/2017, 08:06 AM |
Q3 2016 |
42 |
$2.43B |
+$163M |
-$192M |
-$29.5M |
CHL, BIDU, YUM, CTSH, BABA
|
13F-HR |
11/14/2016, 08:37 AM |
Q2 2016 |
35 |
$2.29B |
+$50.2M |
-$31.1M |
+$19.1M |
CHL, BIDU, CHT, YUM, TLK
|
13F-HR |
8/11/2016, 11:54 AM |
Q1 2016 |
36 |
$2.25B |
+$110M |
-$147M |
-$37.2M |
CHL, BIDU, CHT, YUM, CTSH
|
13F-HR |
5/12/2016, 11:57 AM |
Q4 2015 |
37 |
$2.24B |
+$31.2M |
-$101M |
-$70.2M |
CHL, BIDU, YUM, CHT, CTSH
|
13F-HR |
2/11/2016, 08:19 AM |
Q3 2015 |
36 |
$2.25B |
+$82.7M |
-$278M |
-$196M |
CHL, YUM, BIDU, CHT, CTSH
|
13F-HR |
11/13/2015, 08:12 AM |
Q2 2015 |
40 |
$2.88B |
+$181M |
-$217M |
-$36.5M |
CHL, BIDU, YUM, CHT, HSBC
|
13F-HR |
8/13/2015, 09:19 AM |
Q1 2015 |
39 |
$2.86B |
+$468M |
-$49.6M |
+$419M |
CHL, YUM, BIDU, CHT, TSM
|
13F-HR |
5/14/2015, 01:47 PM |
Q4 2014 |
41 |
$2.41B |
+$252M |
-$31.6M |
+$220M |
CHL, YUM, BIDU, CHT, TSM
|
13F-HR |
2/12/2015, 02:27 PM |
Q3 2014 |
37 |
$2.15B |
+$291M |
-$12.6M |
+$278M |
CHL, BIDU, YUM, HSBC, CHT
|
13F-HR |
11/13/2014, 08:17 AM |
Q2 2014 |
35 |
$1.79B |
+$57.6M |
-$173M |
-$115M |
CHL, BIDU, HSBC, CHT, TSM
|
13F-HR |
8/13/2014, 01:10 PM |
Q1 2014 |
33 |
$1.79B |
+$32.1M |
-$103M |
-$71.1M |
CHL, HSBC, CHT, BIDU, TSM
|
13F-HR |
5/13/2014, 09:04 AM |
Q4 2013 |
30 |
$1.99B |
|
|
|
CHL, HSBC, BIDU, CHT, YUM
|
13F-HR |
2/14/2014, 12:28 PM |