Q4 2024 |
50 |
$1.7B |
+$279M |
-$388M |
-$109M |
CPNG, GRAB, MELI, SE, NU
|
13F-HR |
1/28/2025, 04:41 PM |
Q3 2024 |
55 |
$1.8B |
+$332M |
-$318M |
+$14.5M |
GRAB, PDD, CPNG, MLCO, SE
|
13F-HR |
10/29/2024, 03:49 PM |
Q2 2024 |
58 |
$1.73B |
+$72.7M |
-$2.09B |
-$2.02B |
GRAB, PDD, NU, MELI, MLCO
|
Restatement |
9/4/2024, 09:52 AM |
Q1 2024 |
157 |
$3.67B |
+$617M |
-$847M |
-$230M |
PDD, AMZN, CP, GRAB, IBKR
|
13F-HR |
5/3/2024, 04:43 PM |
Q4 2023 |
162 |
$3.59B |
+$516M |
-$650M |
-$135M |
AMZN, MLCO, CP, NU, MELI
|
13F-HR |
2/9/2024, 02:35 PM |
Q3 2023 |
175 |
$3.33B |
+$482M |
-$572M |
-$89.9M |
JD, MLCO, ASAI, AMZN, IBKR
|
13F-HR |
10/18/2023, 04:41 PM |
Q2 2023 |
176 |
$3.71B |
+$796M |
-$894M |
-$98.3M |
JD, MLCO, ASAI, UBER, CPRI
|
13F-HR |
7/27/2023, 04:57 PM |
Q1 2023 |
180 |
$3.76B |
+$565M |
-$546M |
+$19.7M |
JD, MELI, CPRI, MLCO, ASAI
|
13F-HR |
5/5/2023, 04:10 PM |
Q4 2022 |
189 |
$3.6B |
+$1.8B |
-$141M |
+$1.66B |
MELI, CPRI, AUXXXX, GOOGL, JD
|
13F-HR |
2/14/2023, 12:19 PM |
Q3 2022 |
103 |
$1.86B |
+$353M |
-$232M |
+$120M |
MELI, CPNG, AUXXXX, ASAI, PBR
|
13F-HR |
10/20/2022, 09:09 AM |
Q2 2022 |
99 |
$1.8B |
+$491M |
-$764M |
-$273M |
AUXXXX, MELI, PBR, ASAI, JD
|
13F-HR |
8/15/2022, 09:52 AM |
Q1 2022 |
88 |
$2.56B |
+$469M |
-$368M |
+$100M |
JD, AUXXXX, PBR, ASAI, MELI
|
13F-HR |
5/3/2022, 10:21 AM |
Q4 2021 |
78 |
$2.73B |
+$466M |
-$220M |
+$246M |
JD, AUXXXX, NTES, BABA, TCOM
|
13F-HR |
2/14/2022, 03:04 PM |
Q3 2021 |
70 |
$2.65B |
+$326M |
-$467M |
-$140M |
JD, TCOM, PM, YNDX, BABA
|
13F-HR |
11/15/2021, 12:34 PM |
Q2 2021 |
72 |
$3.2B |
+$539M |
-$366M |
+$174M |
JD, BABA, TME, PM, NTES
|
13F-HR |
7/27/2021, 08:40 AM |
Q1 2021 |
68 |
$3.03B |
+$566M |
-$580M |
-$14M |
JD, BABA, NTES, PM, EDU
|
13F-HR |
5/13/2021, 07:26 AM |
Q4 2020 |
72 |
$3.15B |
+$468M |
-$408M |
+$60.1M |
JD, BABA, NTES, TSM, FMX
|
13F-HR |
2/10/2021, 08:17 PM |
Q3 2020 |
66 |
$2.76B |
+$197M |
-$412M |
-$216M |
BABA, JD, NTES, PM, TSM
|
13F-HR |
11/13/2020, 01:14 PM |
Q2 2020 |
67 |
$2.64B |
+$496M |
-$353M |
+$143M |
BABA, JD, PM, FMX, YNDX
|
13F-HR |
8/6/2020, 05:09 PM |
Q1 2020 |
69 |
$2.09B |
+$430M |
-$313M |
+$117M |
WUBA, BABA, PM, JD, FMX
|
13F-HR |
5/11/2020, 06:20 PM |
Q4 2019 |
124 |
$2.96B |
+$563M |
-$532M |
+$30.3M |
WUBA, BABA, YNDX, FMX, JD
|
13F-HR |
1/21/2020, 09:31 AM |
Q3 2019 |
125 |
$2.68B |
+$432M |
-$252M |
+$180M |
WUBA, BABA, PM, JD, HDB
|
13F-HR |
11/1/2019, 04:53 PM |
Q2 2019 |
124 |
$2.73B |
+$398M |
-$236M |
+$163M |
WUBA, BABA, JD, EDU, PM
|
13F-HR |
7/25/2019, 04:01 PM |
Q1 2019 |
131 |
$2.71B |
+$585M |
-$438M |
+$147M |
WUBA, JD, PM, CTSH, BABA
|
Restatement |
7/24/2019, 09:07 AM |
Q4 2018 |
66 |
$2.09B |
+$600M |
-$403M |
+$197M |
WUBA, EDU, PM, JD, CTSH
|
13F-HR |
2/5/2019, 02:47 PM |
Q3 2018 |
63 |
$2.32B |
+$420M |
-$508M |
-$87.8M |
PM, WUBA, JD, BIDU, CTSH
|
13F-HR |
10/25/2018, 08:29 AM |
Q2 2018 |
64 |
$2.57B |
+$699M |
-$509M |
+$189M |
PM, JD, TTM, WUBA, BIDU
|
13F-HR |
8/10/2018, 03:27 PM |
Q1 2018 |
63 |
$2.52B |
+$272M |
-$650M |
-$378M |
JD, WUBA, TTM, CTRP, BIDU
|
13F-HR |
4/25/2018, 12:21 PM |
Q4 2017 |
64 |
$3.17B |
+$413M |
-$534M |
-$122M |
JD, WUBA, TTM, BIDU, NKE
|
13F-HR |
1/29/2018, 08:44 AM |
Q3 2017 |
74 |
$3.35B |
+$327M |
-$346M |
-$19M |
JD, WUBA, BIDU, TTM, YUM
|
13F-HR |
11/14/2017, 01:16 PM |
Q2 2017 |
79 |
$3.25B |
+$487M |
-$306M |
+$181M |
JD, BIDU, WUBA, TTM, YUM
|
13F-HR |
7/27/2017, 04:16 PM |
Q1 2017 |
63 |
$2.88B |
+$208M |
-$270M |
-$62.1M |
BIDU, JD, TTM, CTRP, YUM
|
13F-HR |
5/9/2017, 08:41 PM |
Q4 2016 |
64 |
$2.73B |
+$550M |
-$345M |
+$205M |
BIDU, JD, TTM, CTRP, NKE
|
13F-HR |
2/10/2017, 12:54 PM |
Q3 2016 |
67 |
$2.72B |
+$455M |
-$275M |
+$180M |
JD, BIDU, TTM, CTRP, V
|
13F-HR |
11/1/2016, 02:17 PM |
Q2 2016 |
62 |
$2.29B |
|
|
|
BIDU, JD, TTM, NTES, CTRP
|
13F-HR |
8/10/2016, 02:38 PM |