| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 17 | $227M | +$97.3M | -$138M | -$40.3M | X, YY, TSM, FUTU, QFIN | 13F-HR | 2/14/2025, 01:33 PM |
| Q3 2024 | 14 | $280M | +$103M | -$114M | -$10.5M | PDD, FUTU, X, VNET, EDU | 13F-HR | 11/13/2024, 12:24 PM |
| Q2 2024 | 16 | $266M | +$75.7M | -$88.5M | -$12.7M | X, PDD, EDU, FUTU, YY | 13F-HR | 8/12/2024, 10:23 AM |
| Q1 2024 | 15 | $267M | +$117M | -$43M | +$73.5M | EDU, PDD, FUTU, NTES, TCOM | 13F-HR | 5/13/2024, 11:32 AM |
| Q4 2023 | 12 | $193M | +$141M | -$137M | +$3.87M | EDU, PDD, TME, FUTU, VNET | 13F-HR | 2/12/2024, 08:06 AM |
| Q3 2023 | 7 | $179M | CD, ATVI, YY, VNET, WDC | 13F-HR | 11/13/2023, 08:57 PM | |||
| Q2 2023 | 16 | $221M | +$35.9M | -$153M | -$117M | CD, ATVI, YY, DQ, VNET | 13F-HR | 8/14/2023, 08:19 AM |
| Q1 2023 | 13 | $305M | +$90.2M | -$144K | +$90.1M | CD, FUTU, YY, ATVI, VNET | 13F-HR | 5/12/2023, 12:05 PM |
| Q4 2022 | 15 | $293M | +$67.5M | -$29.5M | +$37.9M | CD, VNET, YY, ATVI, PDD | 13F-HR | 2/10/2023, 08:55 AM |
| Q3 2022 | 15 | $267M | +$65.6M | -$47.9M | +$17.8M | CD, TCOM, PDD, YY, ATVI | 13F-HR | 11/14/2022, 06:09 AM |
| Q2 2022 | 17 | $323M | +$143M | -$29.2M | +$113M | CD, KLAC, WDC, GDS, DQ | 13F-HR | 8/12/2022, 10:12 AM |
| Q1 2022 | 12 | $255M | +$78.1M | -$24.3M | +$53.8M | GDS, SNPS, KLAC, YY, DQ | 13F-HR | 5/13/2022, 06:19 AM |
| Q4 2021 | 11 | $305M | GDS, NFH, SNPS, INTC, KLAC | 13F-HR | 2/11/2022, 05:34 AM |