|
Q3 2024
|
16 |
524,488 |
0A2X.IL, ZTO, TSM, 0A2S.IL
|
13F-HR
|
11/14/2024 |
000108514624005753 |
|
Q2 2024
|
13 |
373,892 |
0A2X.IL, TSM, ZTO, QFIN
|
13F-HR
|
8/14/2024 |
000108514624003871 |
|
Q1 2024
|
13 |
430,602 |
ZTO, 0A2X.IL, TSM, QFIN
|
13F-HR
|
5/15/2024 |
000108514624002497 |
|
Q4 2023
|
15 |
469,589 |
0A2X.IL, ZTO, TSM, QFIN
|
13F-HR
|
2/14/2024 |
000108514624001325 |
|
Q3 2023
|
10 |
383,937 |
ZTO, 0A2X.IL, TSM, QFIN
|
13F-HR
|
11/14/2023 |
000108514623004367 |
|
Q2 2023
|
11 |
366,531 |
ZTO, 0A2X.IL, QFIN, BZ
|
13F-HR
|
8/14/2023 |
000108514623003318 |
|
Q1 2023
|
13 |
469,551 |
ZTO, QFIN, 0A2X.IL, BEKE
|
13F-HR
|
5/15/2023 |
000108514623002450 |
|
Q4 2022
|
11 |
412,551 |
ZTO, BIDU, QFIN, BEKE
|
13F-HR
|
2/14/2023 |
000108514623001344 |
|
Q3 2022
|
12 |
455,965 |
ZTO, TCOM, BEKE, 0A2X.IL
|
13F-HR
|
11/14/2022 |
000108514622004127 |
|
Q2 2022
|
15 |
779,725 |
QQQ puts, ZTO, TCOM, BEKE
|
13F-HR
|
8/15/2022 |
000108514622003086 |
|
Q1 2022
|
14 |
574,942 |
ZTO, BIDU, NOAH, TCOM
|
13F-HR
|
5/16/2022 |
000108514622002198 |
|
Q4 2021
|
15 |
710,158 |
ZTO, BIDU, NOAH, TCOM
|
13F-HR
|
2/14/2022 |
000108514622001081 |
|
Q3 2021
|
13 |
551,457 |
NOAH, ZTO, SE, TCOM
|
13F-HR
|
11/15/2021 |
000108514621003245 |
|
Q2 2021
|
17 |
604,861 |
NOAH, 0A2S.IL, 0LQ0.IL, GDS
|
13F-HR
|
8/6/2021 |
000108514621002264 |
|
Q1 2021
|
15 |
552,996 |
NOAH, 0A2S.IL, SE, TCOM
|
13F-HR
|
5/12/2021 |
000108514621001589 |
|
Q4 2020
|
14 |
541,383 |
NOAH, 0LQ0.IL, BABA, 0A2Z.IL
|
13F-HR
|
2/11/2021 |
000108514621000628 |
|
Q3 2020
|
14 |
394,822 |
NOAH, 0A2Z.IL, SE, YUMC
|
13F-HR
|
11/9/2020 |
000108514620002775 |
|
Q2 2020
|
14 |
393,283 |
0A2Z.IL, NOAH, 0A2X.IL, YUMC
|
13F-HR
|
8/5/2020 |
000108514620002012 |
|
Q1 2020
|
11 |
318,548 |
0A2Z.IL, NOAH, GOOS.TO, SE
|
13F-HR
|
5/7/2020 |
000108514620001323 |
|
Q4 2019
|
13 |
345,775 |
NOAH, SE, BILI, BABA
|
13F-HR
|
2/10/2020 |
000108514620000519 |
|
Q3 2019
|
15 |
315,130 |
NOAH, BABA, BILI, YUMC
|
13F-HR
|
11/6/2019 |
000108514619002761 |
|
Q2 2019
|
12 |
315,891 |
NOAH, BABA, BILI, EDU
|
13F-HR
|
8/12/2019 |
000108514619002210 |
|
Q1 2019
|
13 |
295,162 |
NOAH, BABA, BEST, 0A2X.IL
|
13F-HR
|
5/15/2019 |
000108514619001617 |
|
Q4 2018
|
11 |
210,770 |
NOAH, BABA, BILI, 0A2X.IL
|
13F-HR
|
2/12/2019 |
000108514619000495 |
|
Q3 2018
|
9 |
194,200 |
NOAH, BILI, BEST, MOMO
|
13F-HR
|
11/5/2018 |
000108514618002489 |
|
Q2 2018
|
14 |
259,227 |
NOAH, BEST, YUMC, BABA
|
13F-HR
|
8/3/2018 |
000108514618001827 |
|
Q1 2018
|
17 |
255,226 |
NOAH, SINA, BEST, 0A2X.IL
|
13F-HR
|
5/3/2018 |
000108514618001219 |
|
Q4 2017
|
1 |
13,023 |
YUMC
|
NEW HOLDINGS
|
5/3/2018 |
000108514618001216 |
|
Q4 2017
|
16 |
186,593 |
NOAH, SINA, JD, 0A2X.IL
|
13F-HR
|
2/12/2018 |
000108514618000517 |
|
Q3 2017
|
13 |
140,748 |
NOAH, BABA, SINA, JD
|
13F-HR
|
10/16/2017 |
000108514617002055 |
|
Q2 2017
|
12 |
135,201 |
NOAH, BABA, WUBA, 0A2P.IL
|
13F-HR
|
7/19/2017 |
000108514617001522 |
|
Q1 2017
|
11 |
131,477 |
NOAH, WUBA, BABA, 0LQ0.IL
|
13F-HR
|
4/28/2017 |
000108514617001054 |
|
Q4 2016
|
10 |
116,245 |
NOAH, ATHM, BABA, BIDU
|
13F-HR
|
1/19/2017 |
000108514617000137 |
|
Q3 2016
|
7 |
120,354 |
NOAH, ATHM, BABA, 0LQ0.IL
|
13F-HR
|
10/26/2016 |
000108514616004571 |
|
Q2 2016
|
5 |
110,187 |
NOAH, ATHM, 0LQ0.IL, BABA
|
13F-HR
|
7/19/2016 |
000108514616003993 |
|
Q1 2016
|
5 |
110,862 |
ATHM, NOAH, 0LQ0.IL, BIDU
|
13F-HR
|
5/16/2016 |
000108514616003814 |
|
Q4 2015
|
6 |
109,749 |
ATHM, 0LQ0.IL, NOAH, JD
|
13F-HR
|
2/11/2016 |
000108514616003015 |