| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 12 | 429,731 | APP, DECK, EDU, GOOG | 13F-HR | 11/13/2024 | 000179721724000007 |
| Q2 2024 | 12 | 396,307 | APP, DECK, GOOG, PDD | 13F-HR | 8/5/2024 | 000179721724000005 |
| Q1 2024 | 13 | 318,654 | APP, DECK, GOOG, EDU | 13F-HR | 5/8/2024 | 000179721724000004 |
| Q4 2023 | 10 | 150,064 | DECK, EDU, ACMR, GOOG | 13F-HR | 2/1/2024 | 000179721724000002 |
| Q3 2023 | 7 | 66,975 | EDU, DECK, SU, CVE | 13F-HR | 11/2/2023 | 000179721723000006 |
| Q2 2023 | 9 | 80,911 | DECK, EDU, SU, LAC | 13F-HR | 8/7/2023 | 000179721723000005 |
| Q1 2023 | 9 | 66,175 | SU, DECK, LAC, DQ | 13F-HR | 5/9/2023 | 000179721723000004 |
| Q4 2022 | 9 | 54,390 | SU, DECK, AR, LAC | RESTATEMENT | 2/14/2023 | 000179721723000003 |
| Q3 2022 | 9 | 49,395 | SU, LAC, DECK, AR | 13F-HR | 10/31/2022 | 000179721722000005 |
| Q2 2022 | 7 | 43,839 | SU, WOLF, LAC, SE | 13F-HR | 8/11/2022 | 000179721722000004 |
| Q1 2022 | 8 | 62,562 | WOLF, SE, LAC, WDC | 13F-HR | 4/19/2022 | 000179721722000003 |
| Q4 2021 | 7 | 62,605 | SE, WOLF, QRVO, WDC | 13F-HR | 1/26/2022 | 000179721722000002 |
| Q3 2021 | 7 | 69,485 | SE, CREE, ACMR, WDC | 13F-HR | 10/25/2021 | 000179721721000006 |
| Q2 2021 | 12 | 125,892 | PDD, ACMR, ZH, NVDA | 13F-HR | 7/22/2021 | 000179721721000005 |
| Q1 2021 | 7 | 104,047 | PDD, SE, TAL, CREE | 13F-HR | 5/4/2021 | 000179721721000004 |
| Q4 2020 | 7 | 107,477 | PDD, TAL, CREE, SE | 13F-HR | 2/3/2021 | 000179721721000003 |