Q4 2024 |
28 |
$146M |
+$77.5M |
-$63.2M |
+$14.3M |
SE, UPST, CRM, WULF, HOOD
|
13F-HR |
2/14/2025, 03:50 PM |
Q3 2024 |
24 |
$113M |
+$71M |
-$85M |
-$14.1M |
SE, AFRM, WULF, LVS, TSM
|
13F-HR |
11/14/2024, 10:01 AM |
Q2 2024 |
26 |
$117M |
+$59.7M |
-$49.8M |
+$9.91M |
SE, JD, PYPL, JMIA, MRVL
|
13F-HR |
8/14/2024, 10:53 AM |
Q1 2024 |
18 |
$106M |
+$54.2M |
-$53.2M |
+$1.03M |
SE, BYON, PYPL, MRVL, JD
|
13F-HR |
5/15/2024, 01:00 PM |
Q4 2023 |
17 |
$92.3M |
+$57.3M |
-$52.7M |
+$4.58M |
SE, TCOM, MELI, MRVL, BYON
|
13F-HR |
2/14/2024, 01:21 PM |
Q3 2023 |
14 |
$84M |
+$57.4M |
-$38.8M |
+$18.6M |
SE, HAS, COHR, MELI, XP
|
13F-HR |
11/14/2023, 01:34 PM |
Q2 2023 |
17 |
$68.8M |
+$22.6M |
-$90.7M |
-$68.1M |
NU, SE, PINS, MELI, ACVA
|
13F-HR |
8/14/2023, 11:04 AM |
Q1 2023 |
16 |
$143M |
+$110M |
-$6.46M |
+$104M |
USO, BZ, PDD, YMM, FUTU
|
13F-HR |
5/15/2023, 12:12 PM |
Q4 2022 |
23 |
$234M |
+$152M |
-$17.9M |
+$134M |
VNET, BABA, API, IQ, LYV
|
13F-HR |
2/14/2023, 12:49 PM |
Q3 2022 |
24 |
$207M |
+$171M |
-$8.15M |
+$163M |
LVS, PDD, NFLX, TCOM, SE
|
13F-HR |
11/14/2022, 03:40 PM |
Q2 2022 |
28 |
$561M |
+$461M |
-$28.4M |
+$432M |
BABA, CARG, HUBS, EDU, MELI
|
13F-HR |
8/15/2022, 09:29 AM |
Q1 2022 |
21 |
$293M |
+$192M |
-$15M |
+$177M |
HUBS, DKS, MELI, UBER, ZTO
|
13F-HR |
5/13/2022, 12:14 PM |
Q4 2021 |
15 |
$195M |
+$105M |
-$22.8M |
+$82.3M |
ZTO, MELI, CZR, AFRM, XM
|
13F-HR |
2/11/2022, 09:41 AM |
Q3 2021 |
15 |
$194M |
+$94.7M |
-$163M |
-$68.2M |
ZTO, AFRM, MGNI, CARG, CZR
|
13F-HR |
11/15/2021, 09:24 AM |
Q2 2021 |
20 |
$253M |
+$132M |
-$116M |
+$15.8M |
PDD, AFRM, YSGXXXX, CARG, LYFT
|
13F-HR |
8/16/2021, 04:52 PM |
Q1 2021 |
17 |
$236M |
+$195M |
-$126M |
+$68.5M |
AFRM, YSGXXXX, Z, PDD, AMZN
|
13F-HR |
5/17/2021, 09:27 AM |
Q4 2020 |
19 |
$255M |
+$199M |
-$62M |
+$137M |
QQQ, VIPS, CARG, EDU, VNET
|
13F-HR |
2/16/2021, 02:08 PM |
Q3 2020 |
20 |
$156M |
+$115M |
-$24.9M |
+$90.4M |
VIPS, HTHT, VNET, SIRI, PTON
|
13F-HR |
11/16/2020, 08:20 AM |
Q2 2020 |
21 |
$184M |
+$158M |
-$34.1M |
+$124M |
ANGI, GDS, VNET, MELI, FVRR
|
13F-HR |
8/14/2020, 09:37 AM |
Q1 2020 |
11 |
$62.6M |
+$52.9M |
-$7.27M |
+$45.7M |
BIDU, UBER, PYPL, TME, JD
|
13F-HR |
5/15/2020, 11:02 AM |
Q4 2019 |
13 |
$62.9M |
|
|
|
JD, SE, TWTR, WING, AMZN
|
Restatement |
2/14/2020, 05:54 PM |