| Q4 2024 |
36 |
$3.17B |
+$425M |
-$299M |
+$126M |
META, PDD, NTES, YMM, TSM
|
13F-HR |
2/7/2025, 07:10 AM |
| Q3 2024 |
35 |
$3.15B |
+$219M |
-$1.14B |
-$923M |
PDD, META, NTES, TSM, YMM
|
13F-HR |
11/8/2024, 09:41 AM |
| Q2 2024 |
41 |
$3.79B |
+$847M |
-$256M |
+$591M |
PDD, META, TSM, MSFT, NTES
|
13F-HR |
8/9/2024, 12:21 PM |
| Q1 2024 |
38 |
$3.23B |
+$699M |
-$481M |
+$218M |
META, PDD, MSFT, NTES, DASH
|
13F-HR |
5/10/2024, 10:54 AM |
| Q4 2023 |
30 |
$2.8B |
+$120M |
-$295M |
-$175M |
PDD, MSFT, META, NTES, ZTO
|
13F-HR |
2/9/2024, 10:04 AM |
| Q3 2023 |
36 |
$2.55B |
+$724M |
-$506M |
+$217M |
PDD, META, MSFT, NTES, ZTO
|
13F-HR |
11/9/2023, 11:11 AM |
| Q2 2023 |
28 |
$2.07B |
+$436M |
-$32.1M |
+$404M |
PDD, META, NTES, DASH, EDU
|
13F-HR |
8/11/2023, 09:34 AM |
| Q1 2023 |
28 |
$1.73B |
+$530M |
-$293M |
+$238M |
PDD, EDU, NTES, DASH, META
|
13F-HR |
5/12/2023, 10:15 AM |
| Q4 2022 |
31 |
$1.63B |
+$514M |
-$360M |
+$154M |
PDD, JD, NTES, META, BZ
|
13F-HR |
2/10/2023, 07:06 AM |
| Q3 2022 |
26 |
$1.47B |
+$200M |
-$313M |
-$113M |
BEKE, PDD, NTES, SE, JD
|
13F-HR |
11/10/2022, 07:00 AM |
| Q2 2022 |
31 |
$2.24B |
+$235M |
-$303M |
-$68.3M |
BEKE, JD, NTES, KWEB, ZTO
|
13F-HR |
8/12/2022, 09:43 AM |
| Q1 2022 |
35 |
$2.33B |
+$771M |
-$371M |
+$400M |
NTES, BEKE, JD, SE, KWEB
|
13F-HR |
5/13/2022, 09:19 AM |
| Q4 2021 |
34 |
$2.7B |
+$567M |
-$55.3M |
+$512M |
SE, META, GOOGL, NTES, BEKE
|
13F-HR |
2/11/2022, 10:03 AM |
| Q3 2021 |
34 |
$2.48B |
+$419M |
-$546M |
-$127M |
SE, META, NTES, ZTO, PDD
|
13F-HR |
11/12/2021, 10:25 AM |
| Q2 2021 |
37 |
$2.86B |
+$373M |
-$125M |
+$248M |
SE, META, PDD, ZTO, NTES
|
13F-HR |
8/13/2021, 08:04 AM |
| Q1 2021 |
34 |
$2.36B |
$0 |
$0 |
|
SE, PDD, META, ZTO, NTES
|
13F-HR |
5/14/2021, 10:38 AM |