Q4 2024 |
7 |
$444M |
+$85.6M |
-$44.5M |
+$41.1M |
AS, BZ, LI, PDD, YMM
|
13F-HR |
2/12/2025, 07:06 AM |
Q3 2024 |
9 |
$391M |
+$19.8M |
-$78.3M |
-$58.5M |
BZ, LI, AS, TCOM, YMM
|
13F-HR |
11/12/2024, 06:55 AM |
Q2 2024 |
15 |
$398M |
+$95.3M |
-$109M |
-$13.8M |
BZ, LI, TCOM, AS, YMM
|
13F-HR |
8/12/2024, 09:32 PM |
Q1 2024 |
10 |
$453M |
+$43.7M |
-$44.9M |
-$1.25M |
BZ, LI, TCOM, YMM, AS
|
13F-HR |
5/14/2024, 09:06 PM |
Q4 2023 |
6 |
$462M |
+$78.6M |
-$29.2M |
+$49.4M |
LI, BZ, TCOM, HTHT, ZLAB
|
13F-HR |
2/13/2024, 08:52 PM |
Q3 2023 |
9 |
$396M |
+$36M |
-$40.3M |
-$4.28M |
LI, BZ, HTHT, PDD, TCOM
|
13F-HR |
11/13/2023, 08:47 PM |
Q2 2023 |
7 |
$387M |
+$50.9M |
-$7.66M |
+$43.2M |
LI, BZ, HTHT, PDD, BABA
|
13F-HR |
8/11/2023, 09:00 PM |
Q1 2023 |
5 |
$334M |
+$65.5M |
-$67M |
-$1.49M |
BZ, LI, HTHT, PDD, TCOM
|
13F-HR |
5/12/2023, 11:29 AM |
Q4 2022 |
6 |
$366M |
+$68.2M |
-$9.19M |
+$59M |
LI, BZ, BABA, SE, TCOM
|
13F-HR |
2/13/2023, 05:29 AM |
Q3 2022 |
6 |
$348M |
+$90.2M |
-$45.6M |
+$44.6M |
LI, BZ, WOLF, LULU, ZLAB
|
13F-HR |
11/9/2022, 05:11 AM |
Q2 2022 |
6 |
$482M |
+$260M |
-$10.7M |
+$250M |
LI, BZ, TSM, ZLAB, WOLF
|
13F-HR |
8/11/2022, 09:31 PM |
Q1 2022 |
4 |
$254M |
+$53.3M |
-$163M |
-$110M |
BZ, ZLAB, WOLF, LI
|
13F-HR |
4/29/2022, 06:30 AM |
Q4 2021 |
5 |
$480M |
+$206M |
|
+$206M |
ZLAB, LI, BZ, WOLF, XPEV
|
13F-HR |
2/10/2022, 07:52 PM |
Q3 2021 |
6 |
$859M |
+$110M |
-$831M |
-$721M |
QCOM, ZLAB, BZ, NTES, LI
|
13F-HR |
11/12/2021, 06:11 AM |
Q2 2021 |
7 |
$1.89B |
+$350M |
-$701M |
-$351M |
QCOM, ZLAB, TAL, EDU, RLX
|
13F-HR |
8/13/2021, 06:03 AM |
Q1 2021 |
9 |
$2.21B |
+$671M |
-$657M |
+$13.9M |
QCOM, PDD, ZLAB, TAL, ADSK
|
13F-HR |
5/13/2021, 09:06 PM |
Q4 2020 |
12 |
$2.53B |
+$1.01B |
-$45.8M |
+$966M |
PDD, TAL, BABA, ZLAB, ADSK
|
13F-HR |
2/16/2021, 05:26 AM |
Q3 2020 |
13 |
$1.56B |
+$759M |
-$288M |
+$470M |
BABA, TAL, EDU, PDD, ZLAB
|
13F-HR |
11/13/2020, 08:17 AM |
Q2 2020 |
7 |
$1.06B |
+$687M |
-$83.1M |
+$604M |
BABA, TAL, AMD, ZTO, EDU
|
13F-HR |
8/17/2020, 06:39 AM |
Q1 2020 |
3 |
$387M |
+$15.4M |
-$42.8M |
-$27.4M |
BABA, ZTO, BUD
|
13F-HR |
5/7/2020, 06:40 AM |
Q4 2019 |
4 |
$426M |
+$16.2M |
-$1.62M |
+$14.6M |
BABA, ZTO, PDD, YUMC
|
13F-HR |
2/11/2020, 08:01 AM |
Q3 2019 |
6 |
$408M |
+$114M |
-$15.9M |
+$97.9M |
BABA, ZTO, BILI, TAL, YUMC
|
13F-HR |
10/18/2019, 10:35 AM |
Q2 2019 |
6 |
$323M |
+$245M |
|
+$245M |
BABA, ZTO, BILI, TAL, SY
|
13F-HR |
7/15/2019, 10:36 AM |
Q1 2019 |
4 |
$75.3M |
+$4.22M |
-$90.9M |
-$86.7M |
ZTO, BILI, MAR, BABA
|
13F-HR |
5/15/2019, 10:17 AM |
Q4 2018 |
4 |
$190M |
+$8.52M |
-$50.7M |
-$42.1M |
ZTO, TAL, MAR, IPGP
|
13F-HR |
2/14/2019, 11:32 AM |
Q3 2018 |
3 |
$240M |
+$86.4M |
-$4.55M |
+$81.8M |
ZTO, TAL, MAR
|
13F-HR |
10/12/2018, 06:16 AM |
Q2 2018 |
6 |
$336M |
+$325M |
|
+$325M |
ZTO, ON, HTHT, MAR, TAL
|
13F-HR |
8/8/2018, 06:13 AM |
Q1 2018 |
4 |
$177M |
+$48.7M |
-$35.1M |
+$13.6M |
IPGP, HTHTXXXX, MAR, ZTO
|
13F-HR |
5/7/2018, 12:04 PM |
Q4 2017 |
5 |
$332M |
+$61.3M |
|
+$61.3M |
EDU, IPGP, HTHTXXXX, TAL, JD
|
13F-HR |
1/19/2018, 09:16 AM |
Q3 2017 |
4 |
$248M |
+$87M |
-$22.6M |
+$64.4M |
EDU, IPGP, JD, MOMOXXXX
|
13F-HR |
11/13/2017, 06:49 AM |
Q2 2017 |
7 |
$200M |
+$74.7M |
-$20.8M |
+$53.9M |
EDU, IPGP, MOMOXXXX, LRCX, TAL
|
13F-HR |
8/30/2017, 12:03 PM |
Q1 2017 |
8 |
$197M |
+$78.2M |
-$92.6M |
-$14.4M |
EDU, QCOM, TAL, BABA, LRCX
|
13F-HR |
5/5/2017, 06:23 AM |
Q4 2016 |
6 |
$153M |
|
|
|
TAL, EDU, BABA, WB, LRCX
|
13F-HR |
2/3/2017, 07:44 PM |