Q4 2024 |
5 |
$139M |
+$12.5M |
-$25.4M |
-$12.8M |
HDB, GDS, BEKE, BEDU, PDD
|
13F-HR |
2/14/2025, 10:42 AM |
Q3 2024 |
5 |
$149M |
+$25.7M |
-$49.6M |
-$23.9M |
HDB, BEKE, GDS, CTSH, BEDU
|
13F-HR |
11/13/2024, 03:15 PM |
Q2 2024 |
5 |
$163M |
$0 |
-$13.5M |
-$13.5M |
HDB, YMM, BEKE, CTSH, BEDU
|
13F-HR |
8/13/2024, 06:16 PM |
Q1 2024 |
5 |
$161M |
+$42.8M |
-$21.9M |
+$20.9M |
HDB, YMM, BEKE, CTSH, BEDU
|
13F-HR |
5/14/2024, 08:41 PM |
Q4 2023 |
6 |
$151M |
+$87.2M |
-$104M |
-$17M |
HDB, YMM, BEKE, CTSH, TAL
|
13F-HR |
2/13/2024, 05:47 PM |
Q3 2023 |
8 |
$148M |
+$108M |
-$8.5M |
+$99.6M |
TAL, SE, CTSH, BEKE, TDCX
|
13F-HR |
11/13/2023, 05:36 PM |
Q2 2023 |
7 |
$49.7M |
+$1.91M |
-$4.56M |
-$2.65M |
BEKE, TDCX, BEDU, CTSH, GOOS
|
13F-HR |
8/11/2023, 06:47 PM |
Q1 2023 |
5 |
$65.3M |
+$11.7M |
|
+$11.7M |
BEKE, TDCX, BEDU, ZLAB, LEGN
|
13F-HR |
5/12/2023, 06:01 PM |
Q4 2022 |
4 |
$49.8M |
+$12.8M |
-$12.4M |
+$397K |
BEKE, TDCX, BEDU, ZLAB
|
13F-HR |
2/13/2023, 04:59 PM |
Q3 2022 |
19 |
$136M |
+$41.4M |
-$9.43M |
+$32M |
ACMR, BEKE, BABA, ZLAB, TDCX
|
13F-HR |
11/10/2022, 06:18 PM |
Q2 2022 |
23 |
$171M |
+$69.1M |
-$17.8M |
+$51.3M |
ACMR, PLUG, BEKE, EAF, BABA
|
13F-HR |
8/12/2022, 06:13 PM |
Q1 2022 |
27 |
$246M |
+$62.8M |
-$68.8M |
-$5.99M |
JOBS, ACMR, EAF, GDS, BEKE
|
13F-HR |
5/13/2022, 06:02 PM |
Q4 2021 |
34 |
$423M |
+$109M |
-$115M |
-$6.17M |
JOBS, ACMR, BEKE, BGNE, EAF
|
13F-HR |
2/11/2022, 06:17 PM |
Q3 2021 |
34 |
$580M |
+$203M |
-$119M |
+$83.1M |
ACMR, JOBS, BEKE, SE, GDS
|
13F-HR |
11/12/2021, 06:16 PM |
Q2 2021 |
41 |
$590M |
+$116M |
-$147M |
-$30.6M |
ACMR, BABA, ZLAB, EAF, IMAB
|
13F-HR |
8/13/2021, 07:26 PM |
Q1 2021 |
43 |
$579M |
+$89.5M |
-$162M |
-$72.4M |
BABA, ACMR, ZLAB, EAF, GDS
|
13F-HR |
5/14/2021, 05:16 PM |
Q4 2020 |
42 |
$645M |
+$69.4M |
-$180M |
-$110M |
BABA, ACMR, ZLAB, BEKE, GDS
|
13F-HR |
2/12/2021, 07:47 PM |
Q3 2020 |
42 |
$672M |
+$162M |
-$120M |
+$41.3M |
ACMR, BABA, BEKE, ZLAB, GDS
|
13F-HR |
11/13/2020, 04:14 PM |
Q2 2020 |
38 |
$611M |
+$147M |
-$141M |
+$5.77M |
ACMR, GDS, BABA, ZLAB, BEDU
|
13F-HR |
8/13/2020, 05:00 PM |
Q1 2020 |
41 |
$591M |
+$283M |
-$72.4M |
+$211M |
BABA, BABA, HDB, ZLAB, ACMR
|
13F-HR |
5/14/2020, 06:45 PM |
Q4 2019 |
36 |
$510M |
+$90.8M |
-$174M |
-$83.6M |
BABA, YUMC, HDB, BEDU, VIPS
|
13F-HR |
2/14/2020, 10:17 AM |
Q3 2019 |
37 |
$600M |
+$222M |
-$117M |
+$106M |
BABA, HUYA, BEDU, HDB, BGNE
|
13F-HR |
11/13/2019, 06:40 PM |
Q2 2019 |
36 |
$612M |
+$118M |
-$173M |
-$55.1M |
BABA, HDB, IBN, MLCO, BEDU
|
13F-HR |
8/13/2019, 08:15 PM |
Q1 2019 |
35 |
$766M |
+$240M |
-$53.9M |
+$186M |
BIDU, BABA, TSG, MLCO, HDB
|
13F-HR |
5/15/2019, 09:57 AM |
Q4 2018 |
34 |
$551M |
+$183M |
-$91.4M |
+$91.9M |
MLCO, TSG, HDB, BABA, IBN
|
13F-HR |
2/14/2019, 08:25 AM |
Q3 2018 |
43 |
$786M |
+$307M |
-$168M |
+$139M |
BABA, EAF, TSG, TLRY, BZUN
|
13F-HR |
11/14/2018, 12:25 PM |
Q2 2018 |
47 |
$993M |
+$395M |
-$266M |
+$129M |
SPY, BABA, HYG, XRXXXXX, TSG
|
13F-HR |
8/13/2018, 06:40 PM |
Q1 2018 |
46 |
$881M |
+$145M |
-$203M |
-$57.5M |
BABA, TSG, BGNE, SPY, BZUN
|
13F-HR |
5/15/2018, 09:51 AM |
Q4 2017 |
51 |
$1.01B |
+$376M |
-$208M |
+$168M |
BABA, SPY, TSG, AA, IBN
|
13F-HR |
2/14/2018, 08:02 AM |
Q3 2017 |
48 |
$988M |
+$340M |
-$204M |
+$136M |
SPY, BABA, GLD, COH, HLF
|
13F-HR |
11/14/2017, 09:59 AM |
Q2 2017 |
40 |
$912M |
+$255M |
-$97.1M |
+$158M |
SPY, BABA, COH, HLF, CTSH
|
13F-HR |
8/14/2017, 12:18 PM |
Q1 2017 |
38 |
$755M |
+$286M |
-$357M |
-$71.1M |
SPY, BABA, TTM, HLF, CTSH
|
13F-HR |
5/15/2017, 02:17 PM |
Q4 2016 |
39 |
$771M |
+$186M |
-$253M |
-$67.1M |
HLF, HLF, BABA, TTM, CHL
|
13F-HR |
2/13/2017, 03:28 PM |
Q3 2016 |
40 |
$1.06B |
+$166M |
-$196M |
-$29.7M |
HLF, HLF, BABA, SPY, CTRP
|
13F-HR |
11/14/2016, 10:19 AM |
Q2 2016 |
43 |
$1.01B |
+$125M |
-$66.2M |
+$58.6M |
HLF, HLF, BABA, SPY, TTM
|
13F-HR |
8/12/2016, 05:00 PM |
Q1 2016 |
48 |
$1.03B |
+$400M |
-$61.3M |
+$339M |
HLF, HLF, BABA, BIDU, CHL
|
13F-HR |
5/13/2016, 03:26 PM |
Q4 2015 |
39 |
$715M |
+$205M |
-$57.3M |
+$148M |
HLF, HLF, BABA, BIDU, CHL
|
13F-HR |
2/12/2016, 03:15 PM |
Q3 2015 |
36 |
$748M |
+$289M |
-$143M |
+$145M |
EEM, HLF, HLF, BABA, SPY
|
13F-HR |
11/13/2015, 02:02 PM |
Q2 2015 |
41 |
$945M |
+$488M |
-$66.6M |
+$422M |
SUNEQ, SPY, HLF, QQQXXXX, HLF
|
13F-HR |
8/14/2015, 02:36 PM |
Q1 2015 |
33 |
$508M |
+$152M |
-$160M |
-$7.55M |
SUNEQ, BABA, HLF, ITUB, HDB
|
13F-HR |
5/14/2015, 12:48 PM |
Q4 2014 |
33 |
$608M |
+$135M |
-$258M |
-$124M |
SUNEQ, BABA, BIDU, SFUN, HDB
|
13F-HR |
2/12/2015, 01:13 PM |
Q3 2014 |
40 |
$1.02B |
+$563M |
-$75.7M |
+$488M |
BABA, SUNEQ, EEM, BIDU, SFUN
|
13F-HR |
11/12/2014, 03:19 PM |
Q2 2014 |
38 |
$682M |
+$231M |
-$379M |
-$148M |
SUNEQ, SFUN, HDB, GLOG, JD
|
13F-HR |
8/13/2014, 04:50 PM |
Q1 2014 |
38 |
$1.21B |
+$736M |
-$102M |
+$634M |
SPY, SUNEQ, GLD, ROC, HDB
|
13F-HR |
5/14/2014, 05:56 PM |
Q4 2013 |
42 |
$1.06B |
|
|
|
SPY, SUNEQ, SINA, EFA, MLCO
|
13F-HR |
2/14/2014, 10:20 AM |