| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2022 | 33 | $342M | +$211M | -$67.5M | +$143M | BABA, CRDO, JD, SPY, NTES | 13F-HR | 2/14/2023, 01:51 PM |
| Q3 2022 | 37 | $404M | +$281M | -$189M | +$91.7M | FXI, AMZN, PYPL, CRDO, KWEB | 13F-HR | 11/14/2022, 04:29 PM |
| Q2 2022 | 31 | $366M | +$268M | -$63.7M | +$205M | SPY, CRDO, MSFT, TSLA, BEKE | 13F-HR | 8/15/2022, 02:57 PM |
| Q1 2022 | 32 | $378M | +$291M | -$28.5M | +$262M | QQQ, CRDO, YUMC, MSFT, ESTC | 13F-HR | 5/16/2022, 04:36 PM |
| Q4 2021 | 27 | $191M | YUMC, AMZN, TDG, BEKE, SHOP | 13F-HR | 2/14/2022, 02:31 PM |