Q4 2024 |
76 |
$326M |
+$241M |
-$150M |
+$91.6M |
FLEX, LITE, KEYS, PONY, EDU
|
13F-HR |
2/13/2025, 06:13 AM |
Q3 2024 |
50 |
$210M |
+$113M |
-$192M |
-$79.5M |
EDU, COIN, IWM, GEV, AMKR
|
13F-HR |
11/13/2024, 06:17 AM |
Q2 2024 |
47 |
$283M |
+$103M |
-$234M |
-$131M |
COIN, GEV, EDU, DELL, SE
|
13F-HR |
8/13/2024, 09:43 PM |
Q1 2024 |
49 |
$403M |
+$188M |
-$154M |
+$33.5M |
COIN, VRT, TSM, PDD, STX
|
13F-HR |
5/14/2024, 10:11 AM |
Q4 2023 |
52 |
$338M |
+$164M |
-$170M |
-$6.27M |
PDD, BZ, COIN, TSM, MSFT
|
13F-HR |
2/13/2024, 08:43 PM |
Q3 2023 |
55 |
$303M |
+$156M |
-$120M |
+$35.3M |
NVDA, MSFT, BZ, PDD, ORCL
|
13F-HR |
11/13/2023, 09:46 PM |
Q2 2023 |
40 |
$268M |
+$137M |
-$71M |
+$65.9M |
NVDA, BZ, MSFT, QQQ, YMM
|
13F-HR |
8/14/2023, 07:35 AM |
Q1 2023 |
29 |
$202M |
+$135M |
-$114M |
+$21.3M |
BZ, MSFT, MRVL, YMM, BABA
|
Restatement |
8/14/2023, 07:14 AM |
Q4 2022 |
15 |
$177M |
+$97.8M |
-$21.7M |
+$76M |
BABA, BZ, BEKE, TSLA, IBM
|
13F-HR |
2/14/2023, 06:13 AM |
Q3 2022 |
14 |
$130M |
+$77.3M |
-$27.5M |
+$49.9M |
BABA, BEKE, QCOM, LRCX, TSLA
|
13F-HR |
11/14/2022, 05:16 AM |
Q2 2022 |
12 |
$163M |
+$127M |
-$2.7M |
+$125M |
LRCX, LI, BEKE, XPEV, DADA
|
13F-HR |
8/15/2022, 07:00 AM |
Q4 2021 |
10 |
$153M |
$0 |
$0 |
|
JOBS, GDS, API, DADA, BEKE
|
13F-HR |
2/14/2022, 05:17 AM |
Q1 2021 |
5 |
$38.3M |
$0 |
$0 |
|
LRCX, RBOT, BZ, SES, EM
|
13F-HR |
5/16/2022, 06:21 AM |