| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 6 | 400,046 | ATAT, YMM, RLX, HUYA | 13F-HR | 8/14/2026 | 000173812626000006 |
| Q1 2026 | 7 | 941,652 | ATAT, EEM puts, INDA puts, YMM | NEW HOLDINGS | 5/19/2026 | 000173812626000005 |
| Q1 2026 | 4 | 471,944 | ATAT, YMM, HUYA, RLX | 13F-HR | 5/15/2026 | 000173812626000004 |
| Q4 2025 | 3 | 513,165 | ATAT, YMM, JOYY | 13F-HR | 2/13/2026 | 000173812626000002 |
| Q3 2025 | 5 | 566,754 | ATAT, QFIN, YMM, JOYY | 13F-HR | 11/13/2025 | 000173812625000003 |
| Q2 2025 | 4 | 773,420 | QFIN, ATAT, YMM, JOYY | 13F-HR | 8/14/2025 | 000108514625005255 |
| Q1 2025 | 4 | 770,407 | QFIN, ATAT, YMM, JOYY | 13F-HR | 5/15/2025 | 000108514625003175 |
| Q4 2024 | 7 | 790,323 | QFIN, ATAT, YMM, EDU | 13F-HR | 2/14/2025 | 000108514625001460 |
| Q3 2024 | 6 | 669,349 | QFIN, ATAT, YMM, TME | 13F-HR | 11/14/2024 | 000108514624005716 |
| Q2 2024 | 5 | 667,900 | PDD, QFIN, NTES, YMM | 13F-HR | 8/14/2024 | 000108514624003943 |
| Q1 2024 | 4 | 623,686 | PDD, QFIN, NTES, ATAT | 13F-HR | 5/15/2024 | 000108514624002577 |
| Q4 2023 | 3 | 650,518 | PDD, QFIN, ATAT | 13F-HR | 2/14/2024 | 000121465924002590 |
| Q3 2023 | 2 | 523,355 | PDD, QFIN | 13F-HR | 11/14/2023 | 000121465923014928 |
| Q2 2023 | 2 | 427,057 | QFIN, PDD | 13F-HR | 8/14/2023 | 000117266123003008 |
| Q1 2023 | 3 | 421,359 | QFIN, PDD, SE | 13F-HR | 5/15/2023 | 000117266123002193 |
| Q4 2022 | 4 | 470,907 | QFIN, SE, PDD, JD | RESTATEMENT | 2/24/2023 | 000117266123001510 |
| Q3 2022 | 3 | 400,415 | SE, QFIN, PDD | 13F-HR | 11/14/2022 | 000160658722002314 |
| Q2 2022 | 3 | 585,561 | SE, PDD, QFIN | 13F-HR | 8/15/2022 | 000160658722001783 |
| Q1 2022 | 4 | 421,314 | SE, PDD, QFIN, LX | 13F-HR | 5/16/2022 | 000160658722001209 |
| Q4 2021 | 6 | 214,184 | PDD, LX, SE, GDS | 13F-HR | 2/14/2022 | 000160658722000537 |
| Q3 2021 | 6 | 469,332 | ZTO, PDD, LX, SE | 13F-HR | 11/15/2021 | 000108514621003229 |
| Q2 2021 | 6 | 459,016 | LX, ZTO, GDS, SE | 13F-HR | 8/16/2021 | 000108514621002513 |
| Q1 2021 | 5 | 292,230 | LX, SE, BWMX, GDS | 13F-HR | 5/17/2021 | 000108514621001800 |
| Q4 2020 | 1 | 7,982 | BWMX | NEW HOLDINGS | 2/17/2021 | 000108514621001041 |
| Q4 2020 | 4 | 356,171 | SE, GDS, LX, BEDU | 13F-HR | 2/16/2021 | 000108514621000805 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
3 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 8/27/2026. View all