| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 5,053,335 | SNDK, STX, WDC, MU | 13F-HR | 8/7/2026 | 000178036526000005 |
| Q1 2026 | 32 | 4,773,107 | LITE, COHR, SNDK, GLW | 13F-HR | 5/7/2026 | 000178036526000003 |
| Q4 2025 | 42 | 2,517,202 | NVDA, MU, LITE, RDDT | 13F-HR | 1/28/2026 | 000178036526000001 |
| Q3 2025 | 43 | 2,166,218 | NVDA, RBLX, APP, NIO | 13F-HR | 11/10/2025 | 000178036525000004 |
| Q2 2025 | 35 | 1,426,708 | TSM, NVDA, AVGO, META | 13F-HR | 7/21/2025 | 000108514625003991 |
| Q1 2025 | 28 | 855,925 | TPR, META, AMZN, BABA | 13F-HR | 4/28/2025 | 000108514625002366 |
| Q4 2024 | 40 | 906,979 | NVDA, AS, TSM, AMZN | 13F-HR | 1/27/2025 | 000108514625000504 |
| Q3 2024 | 31 | 508,784 | TSM, JD, EDU, NVDA | 13F-HR | 10/28/2024 | 000108514624005187 |
| Q2 2024 | 26 | 1,026,807 | EDU, PDD, TSM, MU | 13F-HR | 7/25/2024 | 000108514624003224 |
| Q1 2024 | 30 | 992,999 | EDU, PDD, NVDA, TSM | 13F-HR | 4/22/2024 | 000108514624001948 |
| Q4 2023 | 25 | 795,676 | EDU, NTES, BABA, TSM | 13F-HR | 1/19/2024 | 000108514624000355 |
| Q3 2023 | 19 | 900,342 | PDD, EDU, MSFT, LI | 13F-HR | 10/31/2023 | 000108514623003993 |
| Q2 2023 | 20 | 327,565 | NVDA, PDD, EDU, TCOM | 13F-HR | 7/24/2023 | 000108514623002856 |
| Q1 2023 | 17 | 274,871 | TCOM, PDD, LI, BIDU | 13F-HR | 4/24/2023 | 000108514623001846 |
| Q4 2022 | 13 | 249,723 | PDD, JD, TCOM, BABA | 13F-HR | 1/30/2023 | 000108514623000462 |
| Q3 2022 | 6 | 139,685 | PDD, LI, LI AUTO INC, SEA LTD | 13F-HR | 10/25/2022 | 000108514622003594 |
| Q2 2022 | 7 | 175,549 | LI, TSLA, PDD, LI AUTO INC | 13F-HR | 8/10/2022 | 000108514622002935 |
| Q1 2022 | 10 | 274,181 | LI, TCOM, PDD, HTHT | 13F-HR | 4/29/2022 | 000108514622001622 |
| Q4 2021 | 12 | 506,817 | LI, NIO, NVDA, MSFT | 13F-HR | 1/25/2022 | 000108514622000309 |
| Q3 2021 | 20 | 1,015,599 | TSLA, TSM, QQQ, JD | 13F-HR | 11/12/2021 | 000108514621003188 |
| Q2 2021 | 14 | 590,064 | TSLA, LI, PDD, SE | 13F-HR | 7/23/2021 | 000108514621002065 |
| Q1 2021 | 17 | 595,023 | PDD, BEKE, TSM, SE | 13F-HR | 4/22/2021 | 000108514621001292 |
| Q4 2020 | 9 | 609,738 | AAPL, TSM, PDD, LI | 13F-HR | 2/2/2021 | 000108514621000381 |
| Q3 2020 | 13 | 424,138 | BABA, PDD, AAPL, TSM | RESTATEMENT | 11/12/2020 | 000108514620002870 |
| Q2 2020 | 13 | 415,655 | TAL, PDD, TSLA, AAPL | 13F-HR | 8/5/2020 | 000108514620002008 |
| Q1 2020 | 26 | 542,331 | PDD, NFLX, AMZN, TSLA | 13F-HR | 4/29/2020 | 000108514620001242 |
| Q4 2019 | 16 | 323,798 | QQQ, PDD, BABA, TAL | 13F-HR | 2/7/2020 | 000108514620000450 |
| Q3 2019 | 22 | 259,827 | BABA, TSM, PDD, TSLA | 13F-HR | 11/5/2019 | 000108514619002727 |
| Q2 2019 | 35 | 322,485 | BABA, PDD, CTRP, QQQ | 13F-HR | 8/13/2019 | 000108514619002249 |
| Q1 2019 | 23 | 256,407 | CTRP, BABA, QQQ, IQ | RESTATEMENT | 7/8/2019 | 000108514619001784 |
| Q4 2018 | 24 | 170,107 | BABA, AMZN, SPY, TQQQ | 13F-HR | 6/27/2019 | 000108514619001767 |