Q1 2025 |
44 |
$430M |
+$255M |
-$207M |
+$48.5M |
Z, CEG, META, GOOG, BA
|
13F-HR |
4/14/2025, 06:16 AM |
Q4 2024 |
43 |
$388M |
+$201M |
-$248M |
-$47.3M |
BA, SNAP, Z, YINN, AEM
|
13F-HR |
1/17/2025, 06:30 AM |
Q3 2024 |
40 |
$421M |
+$133M |
-$143M |
-$10.6M |
SNAP, Z, META, DIS, ABNB
|
13F-HR |
10/21/2024, 06:13 AM |
Q2 2024 |
37 |
$429M |
+$112M |
-$84.6M |
+$27.4M |
SNAP, ABNB, Z, META, DIS
|
13F-HR |
7/18/2024, 06:10 AM |
Q1 2024 |
40 |
$399M |
+$146M |
-$128M |
+$17.2M |
SNAP, ABNB, Z, DIS, HOOD
|
13F-HR |
4/15/2024, 08:08 AM |
Q4 2023 |
40 |
$375M |
+$121M |
-$173M |
-$52.4M |
HOOD, SNAP, BEKE, Z, ABNB
|
13F-HR |
1/12/2024, 06:15 AM |
Q3 2023 |
40 |
$368M |
+$94.8M |
-$116M |
-$21.5M |
BEKE, PDD, HOOD, TQQQ, DASH
|
13F-HR |
10/13/2023, 06:15 AM |
Q2 2023 |
37 |
$402M |
+$69.6M |
-$65.9M |
+$3.67M |
PDD, TQQQ, BEKE, DASH, AMZN
|
13F-HR |
7/21/2023, 06:31 AM |
Q1 2023 |
40 |
$406M |
+$150M |
-$42.1M |
+$107M |
BEKE, PDD, TQQQ, DASH, HOOD
|
13F-HR |
4/28/2023, 07:58 AM |
Q4 2022 |
40 |
$278M |
+$27.6M |
-$1.41M |
+$26.1M |
BEKE, UBER, HOOD, BILI, TQQQ
|
13F-HR |
2/2/2023, 05:15 AM |
Q3 2022 |
42 |
$277M |
+$114M |
-$7.96M |
+$106M |
BEKE, UBER, HOOD, TQQQ, SNAP
|
13F-HR |
10/14/2022, 06:15 AM |
Q2 2022 |
36 |
$204M |
+$82.6M |
-$102M |
-$19.3M |
BEKE, HOOD, TQQQ, UBER, SNAP
|
13F-HR |
7/21/2022, 06:23 AM |
Q1 2022 |
37 |
$269M |
+$115M |
-$54.5M |
+$61M |
BEKE, SNAP, HOOD, TME, PEARQ
|
13F-HR |
4/29/2022, 06:17 AM |
Q4 2021 |
30 |
$336M |
+$24.8M |
-$7.85M |
+$17M |
BEKE, TME, BILI, ZTO, PEARQ
|
13F-HR |
1/18/2022, 06:17 AM |
Q3 2021 |
32 |
$430M |
+$304M |
-$269M |
+$34.3M |
BEKE, PDD, TME, BILI, VNET
|
13F-HR |
11/2/2021, 06:24 AM |
Q2 2021 |
42 |
$502M |
+$102M |
-$97.2M |
+$5.25M |
JD, LU, SY, UBER, TME
|
13F-HR |
7/21/2021, 06:36 AM |
Q1 2021 |
38 |
$531M |
+$231M |
-$281M |
-$49.9M |
SLGXXXX, LU, SY, JD, YY
|
Restatement |
8/18/2021, 06:30 AM |
Q4 2020 |
43 |
$583M |
+$251M |
-$212M |
+$38.6M |
PDD, LU, SNAP, AAL, SLGXXXX
|
Restatement |
8/18/2021, 06:30 AM |
Q3 2020 |
42 |
$469M |
+$85.7M |
-$84.1M |
+$1.53M |
LI, SLGXXXX, PDD, TCOM, SY
|
Restatement |
8/18/2021, 06:30 AM |
Q2 2020 |
43 |
$525M |
+$275M |
-$207M |
+$67.7M |
PDD, SLGXXXX, ZTO, SY, JD
|
Restatement |
8/18/2021, 06:30 AM |
Q1 2020 |
44 |
$398M |
+$121M |
-$179M |
-$58.1M |
YY, VIPS, BABA, IQ, WB
|
Restatement |
8/18/2021, 06:30 AM |
Q4 2019 |
27 |
$528M |
+$175M |
-$135M |
+$39.8M |
BABA, YY, WB, NIO, IQ
|
Restatement |
8/18/2021, 06:30 AM |
Q3 2019 |
26 |
$456M |
+$125M |
-$66.1M |
+$58.9M |
BABA, WB, TAL, ZTO, BILI
|
Restatement |
8/18/2021, 06:30 AM |
Q2 2019 |
30 |
$460M |
+$301M |
-$131M |
+$170M |
BABA, LAIX, ZTO, BILI, YJ
|
Restatement |
8/18/2021, 06:30 AM |
Q1 2019 |
22 |
$345M |
+$145M |
-$41M |
+$104M |
BILI, TAL, ZTO, PDD, WB
|
Restatement |
8/18/2021, 06:30 AM |
Q4 2018 |
25 |
$246M |
+$116M |
-$103M |
+$13M |
BILI, PDD, TAL, BABA, ZTO
|
Restatement |
8/18/2021, 06:30 AM |
Q3 2018 |
21 |
$270M |
+$43.2M |
-$23.6M |
+$19.6M |
TAL, BZUN, BILI, BABA, NTES
|
13F-HR |
10/22/2018, 06:03 AM |
Q2 2018 |
18 |
$329M |
+$120M |
-$36.3M |
+$84.2M |
TAL, BZUN, BABA, NTES, EDU
|
13F-HR |
7/20/2018, 06:05 AM |
Q1 2018 |
22 |
$242M |
+$43M |
-$100M |
-$57.3M |
TAL, BZUN, EDU, BABA, SOGO
|
13F-HR |
4/20/2018, 06:02 AM |
Q4 2017 |
17 |
$269M |
+$54.9M |
-$35.7M |
+$19.2M |
TAL, BABA, BZUN, SOGO, EDU
|
13F-HR |
1/25/2018, 05:03 AM |
Q3 2017 |
15 |
$278M |
+$214M |
-$34.2M |
+$180M |
TAL, BABA, BZUN, JD, EDU
|
13F-HR |
10/17/2017, 06:02 AM |
Q2 2017 |
21 |
$215M |
+$92.5M |
-$16.4M |
+$76.1M |
TAL, JD, NTES, EDU, CTRP
|
13F-HR |
7/20/2017, 06:02 AM |
Q1 2017 |
16 |
$139M |
+$38.7M |
-$149M |
-$110M |
TAL, NTES, EDU, AMZN, M
|
13F-HR |
4/19/2017, 06:02 AM |
Q4 2016 |
6 |
$197M |
+$68.4M |
-$24.3M |
+$44.1M |
NTES, TAL, EDU, CTRP, JD
|
13F-HR |
1/11/2017, 05:01 AM |
Q3 2016 |
5 |
$166M |
+$82.2M |
-$11.4M |
+$70.8M |
NTES, TAL, CTRP, BIDU, WB
|
13F-HR |
10/13/2016, 06:03 AM |
Q2 2016 |
12 |
$126M |
+$74.2M |
-$38.5M |
+$35.6M |
CTRP, TAL, EDU, JD, BITA
|
13F-HR |
7/19/2016, 06:01 AM |
Q1 2016 |
9 |
$93.8M |
+$38.6M |
-$6.72M |
+$31.9M |
CTRP, SINA, JD, BITA, WUBA
|
13F-HR |
4/19/2016, 06:52 AM |
Q4 2015 |
18 |
$103M |
+$59.5M |
-$19.1M |
+$40.4M |
SINA, QUNR, BITA, CTRP, CMCM
|
13F-HR |
1/27/2016, 06:02 AM |
Q3 2015 |
14 |
$69.3M |
+$27.4M |
-$2.37M |
+$25.1M |
CTRP, JD, WUBA, BITA, QUNR
|
13F-HR |
10/14/2015, 09:18 PM |
Q2 2015 |
16 |
$76.1M |
+$24.1M |
-$38.4M |
-$14.3M |
CTRP, BITA, WUBA, MR, QUNR
|
13F-HR |
7/24/2015, 06:01 AM |
Q1 2015 |
18 |
$126M |
+$21.3M |
-$25.3M |
-$3.98M |
QIHU, CTRP, SFUN, EDU, WUBA
|
13F-HR |
5/22/2015, 06:26 AM |
Q4 2014 |
15 |
$141M |
+$27.9M |
-$3.84M |
+$24M |
QIHU, CTRP, YOKU, TAL, HMIN
|
13F-HR |
1/16/2015, 05:02 AM |
Q3 2014 |
16 |
$152M |
+$37.9M |
-$1.98M |
+$35.9M |
QIHU, CTRP, YOKU, SFUN, TAL
|
13F-HR |
10/15/2014, 06:02 AM |
Q2 2014 |
15 |
$143M |
+$17.7M |
-$13.2M |
+$4.54M |
QIHU, CTRP, YOKU, QUNR, HMIN
|
13F-HR |
7/23/2014, 06:02 AM |
Q1 2014 |
12 |
$135M |
+$24.6M |
-$12.1M |
+$12.4M |
QIHU, CTRP, YOKU, HMIN, QUNR
|
13F-HR |
4/16/2014, 06:28 AM |
Q4 2013 |
11 |
$119M |
|
|
|
QIHU, CTRP, HMIN, YOKU, CHDX
|
13F-HR |
1/22/2014, 05:09 AM |