| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 115 | 1,702,308 | ZTO, TRU, GOOGL, ICE | 13F-HR | 2/10/2025 | 000108514625000949 |
| Q3 2024 | 122 | 2,208,923 | ZTO, TRU, ICE, 0A2S.IL | 13F-HR | 11/7/2024 | 000108514624005448 |
| Q2 2024 | 134 | 2,471,678 | ZTO, AVGO, MU, GOOGL | 13F-HR | 8/12/2024 | 000108514624003735 |
| Q1 2024 | 139 | 2,480,583 | ZTO, MU, ICE, TRU | 13F-HR | 5/13/2024 | 000108514624002443 |
| Q4 2023 | 142 | 2,462,787 | ZTO, 0A2S.IL, ICE, MCHP | 13F-HR | 2/13/2024 | 000108514624001210 |
| Q3 2023 | 144 | 2,564,911 | ZTO, MCHP, 0A2S.IL, ICE | 13F-HR | 11/2/2023 | 000108514623004040 |
| Q2 2023 | 143 | 2,881,887 | ZTO, MCHP, ICE, TRU | 13F-HR | 8/10/2023 | 000108514623003249 |
| Q1 2023 | 146 | 2,879,559 | ZTO, MCHP, TCOM, MU | 13F-HR | 5/11/2023 | 000108514623002252 |
| Q4 2022 | 132 | 2,623,614 | ZTO, MCHP, TCOM, MU | 13F-HR | 2/13/2023 | 000108514623001140 |
| Q3 2022 | 131 | 2,395,236 | ZTO, MCHP, TCOM, MOS | 13F-HR | 11/14/2022 | 000108514622004081 |
| Q2 2022 | 130 | 2,644,230 | ZTO, MCHP, TCOM, BABA | 13F-HR | 8/10/2022 | 000108514622002973 |
| Q1 2022 | 135 | 3,257,362 | ZTO, MCHP, TCOM, MOS | 13F-HR | 5/12/2022 | 000108514622002013 |
| Q4 2021 | 144 | 3,592,754 | ZTO, MCHP, MU, TCOM | 13F-HR | 2/10/2022 | 000108514622000809 |
| Q3 2021 | 146 | 3,551,163 | ZTO, TCOM, MCHP, MU | 13F-HR | 11/9/2021 | 000108514621003092 |
| Q2 2021 | 145 | 4,323,525 | ZTO, MU, MCHP, TCOM | 13F-HR | 8/11/2021 | 000108514621002372 |
| Q1 2021 | 142 | 4,482,127 | ZTO, GE, MU, TCOM | 13F-HR | 5/12/2021 | 000108514621001605 |
| Q4 2020 | 146 | 4,350,120 | GE, MU, MCHP, TCOM | 13F-HR | 2/12/2021 | 000108514621000665 |
| Q3 2020 | 147 | 4,041,505 | BKNG, BABA, MCHP, TCOM | 13F-HR | 11/13/2020 | 000108514620002905 |
| Q2 2020 | 124 | 4,380,897 | ZTO, BKNG, BABA, META | 13F-HR | 8/6/2020 | 000108514620002038 |
| Q1 2020 | 117 | 3,961,340 | ZTO, BABA, META, MU | 13F-HR | 5/15/2020 | 000125607120000004 |
| Q4 2019 | 98 | 5,048,644 | META, BABA, ZTO, SWKS | 13F-HR | 2/13/2020 | 000125607120000003 |
| Q3 2019 | 99 | 4,469,181 | META, BABA, ZTO, INTC | 13F-HR | 11/14/2019 | 000125607119000007 |
| Q2 2019 | 97 | 4,254,933 | META, INTC, FTI, GOOGL | 13F-HR | 8/14/2019 | 000125607119000006 |
| Q1 2019 | 100 | 4,244,564 | META, GOOGL, INTC, BABA | 13F-HR | 5/15/2019 | 000125607119000005 |
| Q4 2018 | 91 | 2,962,842 | META, ZTO, SINA, GOOGL | 13F-HR | 2/14/2019 | 000125607119000001 |
| Q3 2018 | 90 | 3,527,513 | META, FTI, SINA, GOOGL | 13F-HR | 11/15/2018 | 000125607118000026 |
| Q2 2018 | 90 | 4,232,100 | BABA, META, SINA, INTC | 13F-HR | 8/15/2018 | 000125607118000025 |
| Q1 2018 | 85 | 3,588,829 | BABA, SINA, FTI, INTC | RESTATEMENT | 5/22/2018 | 000125607118000004 |
| Q4 2017 | 78 | 3,771,191 | BABA, SINA, FTI, GILD | 13F-HR | 2/15/2018 | 000125607118000001 |
| Q3 2017 | 75 | 3,956,385 | BABA, SINA, WUBA, ORCL | 13F-HR | 11/14/2017 | 000125607117000012 |
| Q2 2017 | 73 | 3,681,968 | ORCL, BABA, SINA, BIDU | 13F-HR | 8/15/2017 | 000125607117000011 |
| Q1 2017 | 74 | 3,608,609 | BIDU, CSCO, SINA, GOOG | 13F-HR | 5/16/2017 | 000125607117000010 |
| Q4 2016 | 72 | 3,396,644 | BIDU, CSCO, GOOG, LVLT | 13F-HR | 2/14/2017 | 000125607117000002 |
| Q3 2016 | 78 | 4,285,502 | BIDU, PYPL, CSCO, CCL | 13F-HR | 11/14/2016 | 000125607116000035 |
| Q2 2016 | 76 | 4,038,118 | BIDU, SINA, PYPL, CSCO | 13F-HR | 8/12/2016 | 000125607116000033 |
| Q1 2016 | 80 | 4,499,583 | BIDU, CCL, PYPL, CSCO | 13F-HR | 5/13/2016 | 000125607116000032 |
| Q4 2015 | 84 | 4,539,681 | BIDU, CCL, CSCO, PYPL | 13F-HR | 2/11/2016 | 000125607116000019 |
| Q3 2015 | 80 | 3,692,502 | CCL, CSCO, INTC, BIDU | 13F-HR | 11/12/2015 | 000125607115000017 |
| Q2 2015 | 86 | 4,958,771 | CCL, INTC, CSCO, BIDU | 13F-HR | 8/14/2015 | 000125607115000016 |
| Q1 2015 | 88 | 5,010,368 | CCL, INTC, BIDU, EBAY | 13F-HR | 5/15/2015 | 000125607115000015 |
| Q4 2014 | 94 | 5,223,037 | INTC, CCL, BIDU, ALCOA INC | 13F-HR | 2/12/2015 | 000125607115000003 |
| Q3 2014 | 92 | 4,909,599 | INTC, ALCOA INC, CCL, BHI | 13F-HR | 11/14/2014 | 000125607114000019 |
| Q2 2014 | 95 | 5,753,989 | INTC, FWLT, BHI, BIDU | 13F-HR | 8/15/2014 | 000125607114000018 |
| Q1 2014 | 92 | 5,608,379 | GOOGL, EBAY, FWLT, BHI | 13F-HR | 5/16/2014 | 000125607114000016 |
| Q4 2013 | 87 | 5,775,453 | GOOGL, SINA, BIDU, INTC | 13F-HR | 2/13/2014 | 000125607114000002 |