|
Q2 2026
|
6 |
305,612
|
GDS, ACMR, BTDR, BIDU
|
13F-HR
|
8/13/2026 |
000091957426005100 |
|
Q1 2026
|
3 |
236,678
|
GDS, ACMR, PROEM ACQUISITION CORP I
|
13F-HR
|
5/14/2026 |
000091957426003096 |
|
Q4 2025
|
4 |
280,158
|
GDS, BZ, ECHO, ACMR
|
13F-HR
|
2/13/2026 |
000091957426000891 |
|
Q3 2025
|
5 |
354,172
|
GDS, BZ, STNE, HEPS
|
13F-HR
|
11/13/2025 |
000091957425006694 |
|
Q2 2025
|
4 |
287,374
|
GDS, BZ, STNE, HEPS
|
13F-HR
|
8/13/2025 |
000091957425004555 |
|
Q1 2025
|
6 |
262,294
|
GDS, BZ, PAGS, HEPS
|
13F-HR
|
5/14/2025 |
000091957425002923 |
|
Q4 2024
|
7 |
282,588
|
GDS, BZ, NBIS, PAGS
|
13F-HR
|
2/13/2025 |
000091957425001102 |
|
Q3 2024
|
5 |
246,706
|
GDS, BZ, PAGS, KSPI
|
13F-HR
|
11/13/2024 |
000091957424006400 |
|
Q2 2024
|
5 |
190,337
|
GDS, BZ, PAGS, KSPI
|
13F-HR
|
8/13/2024 |
000091957424004405 |
|
Q1 2024
|
11 |
349,820
|
PAGS, SE, BZ, KSPI
|
13F-HR
|
5/13/2024 |
000091957424002839 |
|
Q4 2023
|
9 |
273,912
|
PAGS, SE, BZ, GDS
|
13F-HR
|
2/13/2024 |
000091957424000943 |
|
Q3 2023
|
9 |
270,740
|
SE, PAGS, BZ, GDS
|
13F-HR
|
11/13/2023 |
000091957423006059 |
|
Q2 2023
|
11 |
322,073
|
PAGS, SE, NFLX, XYZ
|
13F-HR
|
8/14/2023 |
000091957423004573 |
|
Q1 2023
|
12 |
366,408
|
SE, PAGS, GDS, NFLX
|
13F-HR
|
5/15/2023 |
000091957423003136 |
|
Q4 2022
|
11 |
297,354
|
PAGS, SE, GDS, TMUS
|
13F-HR
|
2/13/2023 |
000091957423001184 |
|
Q3 2022
|
12 |
298,216
|
PAGS, TMUS, SE, NFLX
|
13F-HR
|
11/14/2022 |
000091957422006506 |
|
Q2 2022
|
14 |
293,206
|
PAGS, TMUS, SE, GDS
|
13F-HR
|
8/15/2022 |
000091957422004844 |
|
Q1 2022
|
14 |
473,562
|
SE, PAGS, TMUS, GDS
|
13F-HR
|
5/16/2022 |
000091957422003310 |
|
Q4 2021
|
15 |
488,954
|
SE, PAGS, NFLX, TMUS
|
13F-HR
|
2/14/2022 |
000091957422001037 |
|
Q3 2021
|
14 |
582,915
|
SE, PAGS, XYZ, NFLX
|
13F-HR
|
11/15/2021 |
000091957421006872 |
|
Q2 2021
|
14 |
601,347
|
SE, PAGS, XYZ, TMUS
|
13F-HR
|
8/16/2021 |
000091957421005226 |
|
Q1 2021
|
7 |
473,252
|
SE, PAGS, XYZ, TMUS
|
13F-HR
|
5/17/2021 |
000091957421003579 |
|
Q4 2020
|
7 |
600,233
|
SE, PAGS, XYZ, OPTU
|
13F-HR
|
2/16/2021 |
000091957421001093 |
|
Q3 2020
|
8 |
532,381
|
SE, GDS, XYZ, PAGS
|
13F-HR
|
11/16/2020 |
000091957420006992 |
|
Q2 2020
|
11 |
479,626
|
SE, GDS, PAGS, NFLX
|
13F-HR
|
8/14/2020 |
000091957420005118 |
|
Q1 2020
|
8 |
218,438
|
GDS, TMUS, SE, NFLX
|
13F-HR
|
5/15/2020 |
000091957420003468 |
|
Q4 2019
|
7 |
227,720
|
PAGS, GDS, SE, TMUS
|
13F-HR
|
2/14/2020 |
000091957420001213 |
|
Q3 2019
|
10 |
335,998
|
PAGS, BABA, TMUS, GDS
|
13F-HR
|
11/14/2019 |
000091957419006960 |
|
Q2 2019
|
10 |
397,770
|
PAGS, ADSK, TMUS, BABA
|
13F-HR
|
8/14/2019 |
000091957419005118 |
|
Q1 2019
|
11 |
386,021
|
PYPL, ADSK, PAGS, TMUS
|
13F-HR
|
5/14/2019 |
000091957419003354 |
|
Q4 2018
|
12 |
200,791
|
PYPL, TMUS, META, BABA
|
13F-HR
|
2/14/2019 |
000091957419001261 |
|
Q3 2018
|
12 |
386,252
|
ADSK, TMUS, PYPL, PAGS
|
13F-HR
|
11/14/2018 |
000091957418007293 |
|
Q2 2018
|
12 |
381,196
|
PYPL, ADSK, META, TMUS
|
13F-HR
|
8/14/2018 |
000091957418005373 |
|
Q1 2018
|
12 |
372,958
|
TMUS, META, BABA, ADSK
|
13F-HR
|
5/15/2018 |
000091957418003593 |
|
Q4 2017
|
13 |
495,383
|
PYPL, GOOGL, BABA, CHTR
|
13F-HR
|
2/14/2018 |
000091957418001273 |
|
Q3 2017
|
16 |
493,857
|
GOOGL, PYPL, BABA, META
|
13F-HR
|
11/13/2017 |
000091957417007762 |
|
Q2 2017
|
16 |
462,621
|
PYPL, GOOGL, BABA, META
|
13F-HR
|
8/11/2017 |
000091957417005842 |
|
Q1 2017
|
19 |
448,267
|
QQQ puts, PYPL, GOOGL, META
|
13F-HR
|
5/15/2017 |
000091957417004137 |
|
Q4 2016
|
18 |
408,629
|
GOOGL, MSFT, PYPL, CHTR
|
13F-HR
|
2/13/2017 |
000091957417001367 |
|
Q3 2016
|
19 |
410,316
|
INTC calls, GOOGL, INTC, PYPL
|
13F-HR
|
11/14/2016 |
000091957416016620 |
|
Q2 2016
|
17 |
369,298
|
MSFT, GOOGL, INTC, PYPL
|
13F-HR
|
8/15/2016 |
000091957416014828 |
|
Q1 2016
|
12 |
321,466
|
MSFT, GOOGL, PYPL, INTC
|
13F-HR
|
5/16/2016 |
000091957416013134 |
|
Q4 2015
|
17 |
357,989
|
MSFT calls, MSFT, INTC, GOOGL
|
13F-HR
|
2/16/2016 |
000091957416010955 |
|
Q3 2015
|
15 |
391,631
|
CHTR, MSFT, LBTYA, NXPI
|
13F-HR
|
11/16/2015 |
000091957415008109 |
|
Q2 2015
|
17 |
538,103
|
LBTYA, AVGO, EBAY, NXPI
|
13F-HR
|
8/14/2015 |
000091957415006112 |
|
Q1 2015
|
23 |
619,878
|
NXPI, EBAY, LBTYA, AVGO
|
13F-HR
|
5/15/2015 |
000091957415004324 |
|
Q4 2014
|
20 |
534,044
|
LBTYA, EBAY, RAX, BIDU
|
13F-HR
|
2/17/2015 |
000095012315002218 |
|
Q3 2014
|
39 |
930,480
|
META calls, AAPL calls, RHT calls, YHOO
|
13F-HR
|
11/14/2014 |
000095012314012203 |
|
Q2 2014
|
40 |
944,699
|
AAPL calls, META calls, INTC calls, NOK calls
|
13F-HR
|
8/14/2014 |
000095012314008907 |
|
Q1 2014
|
40 |
711,627
|
IWM puts, INTC calls, EMC calls, TWX calls
|
13F-HR
|
5/14/2014 |
000095012314005849 |
|
Q4 2013
|
29 |
425,888
|
XLK calls, QCOM calls, IYR calls, INTC calls
|
13F-HR
|
2/18/2014 |
000095012314002767 |