| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 30 | 229,754 | NVDA, PDD, TSM, META | 13F-HR | 10/28/2025 | 000185938825000009 |
| Q2 2025 | 24 | 191,744 | NVDA, PDD, TSM, META | 13F-HR | 7/23/2025 | 000185938825000007 |
| Q1 2025 | 20 | 167,866 | PDD, NVDA, META, LKNCY | 13F-HR | 4/2/2025 | 000185938825000004 |
| Q4 2024 | 16 | 215,690 | NVDA, PDD, META, LKNCY | 13F-HR | 1/2/2025 | 000185938825000001 |
| Q3 2024 | 10 | 277,441 | PDD, NVDA, META, LKNCY | 13F-HR | 10/3/2024 | 000185938824000005 |
| Q2 2024 | 9 | 413,491 | NVDA, PDD, NVO, META | 13F-HR | 7/11/2024 | 000185938824000004 |
| Q1 2024 | 16 | 537,681 | NVDA, PDD, MSFT, LI | 13F-HR | 5/13/2024 | 000185938824000003 |
| Q4 2023 | 16 | 399,446 | PDD, NVDA, MSFT, LI | NEW HOLDINGS | 2/14/2024 | 000185938824000002 |
| Q4 2023 | 15 | 364,488 | PDD, NVDA, MSFT, LI | 13F-HR | 2/14/2024 | 000185938824000001 |
| Q3 2023 | 19 | 279,407 | NVDA, PDD, LKNCY, MSFT | 13F-HR | 11/13/2023 | 000185938823000004 |
| Q2 2023 | 13 | 319,449 | NVDA, PDD, AVGO, MSFT | 13F-HR | 8/15/2023 | 000185938823000003 |
| Q1 2023 | 20 | 383,548 | PDD, NVDA, LKNCY, MSFT | 13F-HR | 5/15/2023 | 000185938823000002 |
| Q4 2022 | 15 | 326,129 | PDD, LKNCY, TSM, FOUR | 13F-HR | 2/14/2023 | 000185938823000001 |
| Q3 2022 | 15 | 229,836 | PDD, DQ, FOUR, TSM | 13F-HR | 11/14/2022 | 000185938822000004 |
| Q2 2022 | 22 | 298,766 | PDD, DQ, GOOG, SE | 13F-HR | 8/11/2022 | 000185938822000003 |
| Q1 2022 | 20 | 363,598 | PDD, SE, BILI, SHOP | 13F-HR | 5/13/2022 | 000185938822000002 |
| Q4 2021 | 18 | 590,627 | PDD, SE, BILI, SHOP | 13F-HR | 2/14/2022 | 000185938822000001 |
| Q3 2021 | 21 | 837,118 | PDD, SE, BILI, SHOP | 13F-HR | 11/15/2021 | 000185938821000008 |
| Q2 2021 | 21 | 1,155,606 | BILI, SE, PDD, SHOP | 13F-HR | 8/10/2021 | 000185938821000006 |
| Q1 2021 | 20 | 1,012,162 | BILI, SE, PDD, CAN | 13F-HR | 5/13/2021 | 000185938821000001 |