|
Q1 2026
|
29 |
6,899,369 |
SNPS, NVDA, 0FUT.IL, CVNA
|
13F-HR
|
5/15/2026 |
000176837526000004 |
|
Q4 2025
|
24 |
4,943,222 |
SNPS, 0FUT.IL, NVDA, SE
|
13F-HR
|
2/13/2026 |
000176837526000002 |
|
Q3 2025
|
26 |
4,723,919 |
SE, SNPS, 0FUT.IL, 0A2S.IL
|
13F-HR
|
11/13/2025 |
000176837525000010 |
|
Q2 2025
|
28 |
4,601,166 |
SE, 0FUT.IL, TSM, EDU
|
13F-HR
|
8/13/2025 |
000176837525000007 |
|
Q1 2025
|
30 |
3,889,380 |
SE, TSM, 0FUT.IL, EDU
|
13F-HR
|
5/14/2025 |
000176837525000006 |
|
Q4 2024
|
32 |
3,700,740 |
SE, EDU, TER, QFIN
|
13F-HR
|
2/13/2025 |
000176837525000001 |
|
Q3 2024
|
30 |
3,776,855 |
SE, 0FUT.IL, EDU, TER
|
13F-HR
|
11/13/2024 |
000176837524000015 |
|
Q2 2024
|
37 |
4,681,328 |
MRVL, TER, SE, 0FUT.IL
|
13F-HR
|
8/13/2024 |
000176837524000012 |
|
Q1 2024
|
35 |
3,737,497 |
SE, MRVL, MU, DASH
|
13F-HR
|
5/15/2024 |
000176837524000008 |
|
Q4 2023
|
35 |
3,412,727 |
AMD, MRVL, MU, DASH
|
13F-HR
|
2/13/2024 |
000176837524000002 |
|
Q3 2023
|
30 |
3,249,908 |
BABA, DASH, NVDA, MU
|
13F-HR
|
11/13/2023 |
000176837523000014 |
|
Q2 2023
|
30 |
3,438,792 |
BABA, DASH, SE, LRCX
|
13F-HR
|
8/14/2023 |
000176837523000013 |
|
Q1 2023
|
35 |
4,071,376 |
BABA, DASH, SE, LI
|
13F-HR
|
5/12/2023 |
000176837523000011 |
|
Q4 2022
|
31 |
3,621,468 |
BABA, DASH, SE, JD
|
13F-HR
|
2/13/2023 |
000176837523000004 |
|
Q3 2022
|
29 |
3,387,849 |
BABA, SE, DASH, JD
|
13F-HR
|
11/14/2022 |
000176837522000010 |
|
Q2 2022
|
30 |
3,991,126 |
JD, DASH, TSM, SE
|
13F-HR
|
8/15/2022 |
000176837522000006 |
|
Q1 2022
|
27 |
2,530,757 |
JD, GDS, XPEV, SE
|
13F-HR
|
5/9/2022 |
000176837522000003 |
|
Q4 2021
|
26 |
3,270,059 |
XPEV, JD, GDS, NTES
|
13F-HR
|
2/14/2022 |
000176837522000002 |
|
Q3 2021
|
27 |
3,001,834 |
JD, GDS, XPEV, NTES
|
13F-HR
|
11/12/2021 |
000176837521000007 |
|
Q2 2021
|
24 |
3,053,490 |
JD, GDS, XPEV, QFIN
|
13F-HR
|
8/13/2021 |
000176837521000006 |
|
Q1 2021
|
21 |
2,525,517 |
XPEV, JD, GDS, QFIN
|
13F-HR
|
5/13/2021 |
000176837521000005 |
|
Q4 2020
|
23 |
2,534,674 |
XPEV, GDS, JD, BEKE
|
13F-HR
|
2/11/2021 |
000176837521000002 |
|
Q3 2020
|
18 |
1,557,940 |
JD, XPEV, GDS, BEKE
|
13F-HR
|
11/13/2020 |
000176837520000008 |
|
Q2 2020
|
13 |
815,127 |
JD, GDS, LRCX, QFIN
|
13F-HR
|
8/14/2020 |
000176837520000006 |
|
Q1 2020
|
16 |
722,078 |
JD, SMH puts, GDS, 0A2S.IL
|
13F-HR
|
5/15/2020 |
000176837520000004 |
|
Q4 2019
|
12 |
549,972 |
JD, SE, 0A2I.IL, ATVI
|
13F-HR
|
2/5/2020 |
000176837520000002 |