Q4 2024 |
163 |
$125M |
+$9.5M |
-$29.4M |
-$19.9M |
PDD, IVV, YUMC, SPY, BEKE
|
13F-HR |
1/21/2025, 08:39 PM |
Q3 2024 |
118 |
$168M |
+$18.3M |
-$28.4M |
-$10M |
PDD, IVV, YUMC, BEKE, SPY
|
13F-HR |
10/28/2024, 06:51 AM |
Q2 2024 |
95 |
$163M |
+$16.7M |
-$11.7M |
+$4.99M |
PDD, IVV, YUMC, SPY, TME
|
13F-HR |
7/12/2024, 06:43 AM |
Q1 2024 |
75 |
$153M |
+$15.8M |
-$28.3M |
-$12.5M |
PDD, YUMC, IVV, BEKE, ZTO
|
13F-HR |
4/24/2024, 07:40 AM |
Q4 2023 |
63 |
$187M |
+$13M |
-$8.85M |
+$4.19M |
PDD, YUMC, NIO, BEKE, ZTO
|
13F-HR |
1/5/2024, 06:11 AM |
Q3 2023 |
50 |
$159M |
+$19.7M |
-$6.72M |
+$13M |
PDD, YUMC, NIO, ZTO, BEKE
|
13F-HR |
10/12/2023, 06:45 AM |
Q2 2023 |
33 |
$134M |
+$7.27M |
-$13.6M |
-$6.34M |
PDD, YUMC, NIO, ZTO, BEKE
|
13F-HR |
7/18/2023, 07:09 AM |
Q1 2023 |
29 |
$179M |
+$57.7M |
|
+$57.7M |
PDD, YUMC, TCOM, NIO, BEKE
|
13F-HR |
4/21/2023, 06:31 AM |
Q4 2022 |
23 |
$118M |
+$6.32M |
-$3.03M |
+$3.29M |
PDD, YUMC, TCOM, NIO, ZTO
|
13F-HR |
2/1/2023, 05:20 AM |
Q3 2022 |
31 |
$126M |
+$15.7M |
-$1.37M |
+$14.4M |
PDD, NIO, YUMC, BEKE, TCOM
|
13F-HR |
10/24/2022, 06:50 AM |
Q2 2022 |
30 |
$145M |
+$25M |
-$19.4M |
+$5.53M |
NIO, PDD, LI, YUMC, TCOM
|
13F-HR |
7/13/2022, 12:20 PM |
Q1 2022 |
39 |
$157M |
+$72.3M |
-$28M |
+$44.4M |
DIDIY, BIDU, NIO, PDD, YUMC
|
Restatement |
5/16/2022, 09:10 PM |
Q4 2021 |
40 |
$180M |
+$113M |
-$5.43M |
+$108M |
DIDIY, NIO, BIDU, SPY, QQQ
|
Restatement |
5/16/2022, 09:17 PM |
Q2 2021 |
45 |
$161M |
+$14.3M |
-$147M |
-$132M |
JD, NIO, PDD, BIDU, NTES
|
13F-HR |
7/27/2021, 06:56 AM |
Q1 2021 |
45 |
$293M |
+$39.2M |
-$8.59M |
+$30.6M |
BABA, PDD, BIDU, JD, NIO
|
13F-HR |
4/13/2021, 06:14 AM |
Q4 2020 |
49 |
$289M |
+$44.2M |
-$6.35M |
+$37.8M |
BABA, PDD, JD, NIO, BIDU
|
13F-HR |
1/5/2021, 05:40 AM |
Q3 2020 |
35 |
$261M |
+$54.3M |
-$32.2M |
+$22.2M |
BABA, JD, TAL, NTES, BIDU
|
13F-HR |
10/9/2020, 08:40 AM |
Q2 2020 |
40 |
$205M |
+$25.4M |
-$3.96M |
+$21.5M |
BABA, BILI, MSFT, JD, TAL
|
13F-HR |
7/6/2020, 02:56 PM |
Q1 2020 |
38 |
$176M |
|
|
|
BABA, MSFT, TAL, NOW, JD
|
13F-HR |
5/13/2020, 08:26 AM |