Q1 2024 |
21 |
$531M |
+$149M |
-$302M |
-$152M |
NVDA, LVS, WGO, DASH, HTHT
|
13F-HR |
5/1/2024, 04:25 PM |
Q4 2023 |
20 |
$621M |
+$84.7M |
-$263M |
-$178M |
CROX, YUMC, SKX, LVS, WGO
|
13F-HR |
1/23/2024, 04:15 PM |
Q3 2023 |
23 |
$815M |
+$186M |
-$42.5M |
+$144M |
CROX, YUMC, BABA, SKX, NVDA
|
13F-HR |
11/2/2023, 04:20 PM |
Q2 2023 |
20 |
$738M |
+$206M |
-$19.7M |
+$186M |
CROX, SKX, BABA, YUMC, BIDU
|
13F-HR |
7/28/2023, 04:09 PM |
Q1 2023 |
14 |
$999M |
+$431M |
-$92.4M |
+$338M |
CROX, XME, XHB, FXI, YUMC
|
13F-HR |
5/2/2023, 04:15 PM |
Q4 2022 |
14 |
$1.03B |
+$594M |
-$26.4M |
+$567M |
XLF, XOP, CROX, LVS, YUMC
|
13F-HR |
2/14/2023, 09:54 AM |
Q3 2022 |
5 |
$356M |
+$127M |
|
+$127M |
CROX, LVS, JD, BABA, YUMC
|
13F-HR |
11/9/2022, 10:44 AM |
Q2 2022 |
9 |
$333M |
+$201M |
|
+$201M |
BABA, JD, PSTH, CROX, LVS
|
13F-HR |
8/10/2022, 11:19 AM |
Q1 2022 |
12 |
$209M |
+$30.8M |
-$14.5M |
+$16.3M |
IGT, JD, PSTH, AAPL, MSFT
|
13F-HR |
5/13/2022, 11:29 AM |
Q4 2021 |
15 |
$510M |
+$195M |
-$153M |
+$41.6M |
UBER, JD, BABA, IGT, GM
|
13F-HR |
2/4/2022, 10:04 AM |
Q3 2021 |
11 |
$692M |
+$27.8M |
-$265M |
-$238M |
MAR, NKE, UBER, TCOM, BABA
|
13F-HR |
11/4/2021, 11:02 AM |
Q2 2021 |
13 |
$1.04B |
+$58.4M |
-$455M |
-$397M |
MAR, UBER, TCOM, NKE, BABA
|
13F-HR |
8/4/2021, 11:06 AM |
Q1 2021 |
16 |
$1.48B |
+$133M |
-$200M |
-$67.1M |
BABA, MAR, TCOM, UBER, MLCO
|
13F-HR |
5/7/2021, 11:10 AM |
Q4 2020 |
18 |
$1.67B |
+$237M |
-$114M |
+$122M |
FXI, BABA, MAR, TCOM, NKE
|
13F-HR |
2/3/2021, 09:36 AM |
Q3 2020 |
16 |
$1.45B |
+$329M |
-$234M |
+$95.8M |
BABA, FXI, LOW, NKE, TCOM
|
13F-HR |
11/5/2020, 09:33 AM |
Q2 2020 |
16 |
$1.22B |
+$381M |
-$114M |
+$267M |
BABA, UBER, LOW, YUMC, NKE
|
13F-HR |
7/27/2020, 10:31 AM |
Q1 2020 |
15 |
$859M |
+$250M |
-$37.5M |
+$212M |
YUMC, BABA, CTSH, NKE, UBER
|
13F-HR |
5/1/2020, 10:31 AM |
Q4 2019 |
10 |
$889M |
+$202M |
-$7.7M |
+$194M |
BABA, CTSH, YUMC, NKE, MLCO
|
13F-HR |
1/24/2020, 09:32 AM |
Q3 2019 |
9 |
$893M |
+$312M |
-$265M |
+$46.9M |
FXI, BABA, CTSH, YUMC, MLCO
|
13F-HR |
11/6/2019, 09:31 AM |
Q2 2019 |
18 |
$1.03B |
+$793M |
-$77M |
+$716M |
FXI, CTSH, YUMC, MLCO, EDU
|
13F-HR |
8/2/2019, 10:39 AM |
Q1 2019 |
11 |
$552M |
+$64.9M |
-$132M |
-$67.2M |
BIDU, CTSH, FXI, MLCO, BABA
|
13F-HR |
4/25/2019, 11:34 AM |
Q4 2018 |
15 |
$610M |
+$261M |
-$70.6M |
+$190M |
FXI, BIDU, CTSH, MLCO, MOMOXXXX
|
13F-HR |
1/31/2019, 09:38 AM |
Q3 2018 |
11 |
$593M |
+$19.9M |
-$55.3M |
-$35.4M |
BIDU, CTSH, YUMC, MLCO, LULU
|
13F-HR |
11/2/2018, 08:45 AM |
Q2 2018 |
22 |
$792M |
+$276M |
-$99.8M |
+$176M |
BIDU, CTSH, YUMC, XLI, LULU
|
13F-HR |
8/14/2018, 09:17 AM |
Q1 2018 |
19 |
$669M |
+$238M |
-$6.86M |
+$231M |
BIDU, YUMC, CTSH, BABA, MLCO
|
13F-HR |
5/15/2018, 09:40 AM |
Q4 2017 |
7 |
$555M |
|
|
|
BIDU, FXI, YUMC, CTSH, MLCO
|
13F-HR |
2/14/2018, 08:46 AM |