| Q3 2025 |
13 |
$956M |
+$681M |
-$375M |
+$306M |
NVDA, TSLA, GOOGL, MU, URNM
|
13F-HR |
11/14/2025, 05:01 PM |
| Q2 2025 |
14 |
$581M |
+$458M |
-$291M |
+$167M |
COIN, GOOGL, AMD, CYBR, NOW
|
13F-HR |
8/14/2025, 07:36 PM |
| Q1 2025 |
16 |
$363M |
+$338M |
-$182M |
+$155M |
INTC, LX, PDD, NVDA, WAY
|
13F-HR |
5/15/2025, 04:15 PM |
| Q4 2024 |
11 |
$217M |
+$154M |
-$299M |
-$145M |
AMZN, MSFT, COIN, LEU, U
|
13F-HR |
2/14/2025, 04:13 PM |
| Q3 2024 |
13 |
$353M |
+$287M |
-$212M |
+$75.5M |
META, TSLA, KWEB, U, NVDA
|
13F-HR |
11/14/2024, 04:51 PM |
| Q2 2024 |
7 |
$261M |
+$124M |
-$165M |
-$41.3M |
APH, TSLA, CFLT, QCOM, OLED
|
13F-HR |
8/14/2024, 04:06 PM |
| Q1 2024 |
8 |
$324M |
+$214M |
-$297M |
-$83.5M |
NVDA, SNOW, CFLT, TSLA, APH
|
13F-HR |
5/15/2024, 04:11 PM |
| Q4 2023 |
13 |
$391M |
+$266M |
-$475M |
-$209M |
MSFT, CFLT, AMD, INTC, INFA
|
13F-HR |
2/14/2024, 04:10 PM |
| Q3 2023 |
15 |
$592M |
+$416M |
-$351M |
+$65.1M |
MSFT, STAA, NVDA, TSLA, GOOGL
|
13F-HR |
11/14/2023, 04:09 PM |
| Q2 2023 |
8 |
$566M |
+$424M |
|
+$424M |
META, STAA, ORCL, U, MSFT
|
13F-HR |
8/14/2023, 06:52 PM |
| Q1 2023 |
2 |
$178M |
+$178M |
|
+$178M |
STAA, IQ
|
Restatement |
5/15/2023, 07:35 PM |
| Q4 2022 |
|
|
|
|
|
|
13F-HR |
2/14/2023, 01:22 PM |
| Q3 2022 |
1 |
$3.94M |
+$3.94M |
|
+$3.94M |
NIO
|
13F-HR |
11/14/2022, 10:19 AM |
| Q2 2022 |
2 |
$23.5M |
|
|
|
FFIE, ZTO
|
13F-HR |
8/15/2022, 10:15 AM |
| Q1 2022 |
5 |
$139M |
+$42.5M |
-$247M |
-$204M |
JD, FFIE, SE, ZTO
|
13F-HR |
5/16/2022, 10:16 AM |
| Q4 2021 |
5 |
$736M |
|
|
|
JD, PDD, XPEV, GDS, FFIE
|
New Holdings |
3/4/2022, 06:56 PM |
| Q4 2021 |
15 |
$1.83B |
+$1.02B |
-$426M |
+$599M |
SPY, JD, PDD, ESTC, AMPL
|
13F-HR |
2/14/2022, 09:00 AM |
| Q3 2021 |
3 |
$656M |
$0 |
$0 |
|
PDD, JD, FFIE
|
New Holdings |
3/4/2022, 07:51 PM |
| Q3 2021 |
13 |
$1.54B |
+$951M |
-$622M |
+$330M |
PDD, JD, SE, PTON, ZH
|
13F-HR |
11/15/2021, 10:48 AM |
| Q2 2021 |
5 |
$240M |
$0 |
$0 |
|
PDD, JD, YMM, BZ, DIDIY
|
New Holdings |
3/4/2022, 07:45 PM |
| Q2 2021 |
14 |
$1.31B |
+$798M |
-$258M |
+$540M |
VIPS, PTON, SE, META, PDD
|
Restatement |
3/4/2022, 07:41 PM |
| Q1 2021 |
0 |
$0 |
$0 |
$0 |
|
|
New Holdings |
3/4/2022, 07:33 PM |
| Q1 2021 |
6 |
$923M |
+$923M |
-$544M |
+$378M |
VIPS, SE, VNET, YY, TME
|
Restatement |
3/4/2022, 07:16 PM |
| Q4 2020 |
1 |
$74.1M |
|
|
|
XPEV
|
New Holdings |
3/4/2022, 06:06 PM |
| Q4 2020 |
6 |
$544M |
+$220M |
-$348M |
-$128M |
PDD, YY, LITE, XPEV, VNET
|
13F-HR |
1/19/2021, 08:44 PM |
| Q3 2020 |
1 |
$34.7M |
|
|
|
XPEV
|
New Holdings |
3/4/2022, 06:02 PM |
| Q3 2020 |
6 |
$373M |
+$186M |
|
+$186M |
PDD, IRBT, KLIC, XPEV, SPLK
|
13F-HR |
11/10/2020, 06:10 AM |
| Q2 2020 |
5 |
$318M |
|
|
|
PDD, YY, AOS, VNET, MOMOXXXX
|
13F-HR |
8/13/2020, 12:34 PM |