|
Q2 2025
|
115 |
1,503,580 |
GOOGL, UBSG.SW, AVGO, RCI-B.TO
|
13F-HR
|
7/21/2025 |
000108514625003979 |
|
Q1 2025
|
115 |
1,725,746 |
ZTO, TRU, UBSG.SW, GOOGL
|
13F-HR
|
5/15/2025 |
000108514625003294 |
|
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 |