| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 19 | 193,150 | AXTI, META, AMD, INTC | 13F-HR | 10/29/2026 | 000186968326000006 |
| Q2 2026 | 44 | 153,952 | INTC, ARM, MRVL, SNDK | 13F-HR | 8/5/2026 | 000186968326000005 |
| Q1 2026 | 20 | 141,456 | INTC, PDD, SNDK, LITE | 13F-HR | 5/4/2026 | 000186968326000004 |
| Q4 2025 | 17 | 134,874 | PDD, INTC, NVDA, AXTI | 13F-HR | 2/3/2026 | 000186968326000002 |
| Q3 2025 | 11 | 111,129 | PDD, PDD HOLDINGS INC, GOOGL, BABA | 13F-HR | 10/31/2025 | 000186968325000008 |
| Q2 2025 | 12 | 59,800 | PDD, PDD HOLDINGS INC, BABA, FUTU | 13F-HR | 8/1/2025 | 000186968325000006 |
| Q1 2025 | 16 | 55,567 | PDD, PDD HOLDINGS INC, TCOM, BABA | 13F-HR | 5/6/2025 | 000186968325000005 |
| Q4 2024 | 14 | 44,233 | PDD, PDD HOLDINGS INC, TCOM, META | 13F-HR | 2/3/2025 | 000186968325000001 |
| Q3 2024 | 9 | 51,184 | PDD, KWEB, PDD HOLDINGS INC, IBIT | 13F-HR | 11/4/2024 | 000186968324000010 |
| Q2 2024 | 26 | 95,089 | PDD, IBIT, KWEB, VIXY | 13F-HR | 8/12/2024 | 000186968324000009 |
| Q1 2024 | 18 | 53,237 | BASE, IBIT, BEKE, MAXN | 13F-HR | 5/14/2024 | 000186968324000006 |
| Q4 2023 | 36 | 79,017 | TCOM, BASE, BEKE, FUTU | 13F-HR | 2/15/2024 | 000186968324000002 |
| Q3 2023 | 11 | 78,214 | MAXN, FUTU, BASE, BEKE | 13F-HR | 11/14/2023 | 000186968323000005 |
| Q2 2023 | 15 | 98,965 | MAXN, BASE, ZTO, PDD | 13F-HR | 8/14/2023 | 000186968323000004 |
| Q1 2023 | 14 | 93,313 | MAXN, BASE, PDD, ENPH | 13F-HR | 5/15/2023 | 000186968323000003 |
| Q4 2022 | 8 | 51,946 | TCOM, MAXN, BASE, BZ | 13F-HR | 2/9/2023 | 000186968323000002 |
| Q3 2022 | 20 | 134,922 | BEKE, MAXN, BASE, TCOM | 13F-HR | 11/14/2022 | 000117266122002526 |
| Q2 2022 | 16 | 85,849 | BASE, TSLA, SNOW, ESTC | 13F-HR | 8/12/2022 | 000117266122001806 |
| Q1 2022 | 14 | 90,569 | SHOP, BASE, ESTC, BEKE | 13F-HR | 5/13/2022 | 000117266122001296 |
| Q4 2021 | 17 | 76,315 | BASE, ESTC, FUTU, NIO | 13F-HR | 2/14/2022 | 000117266122000491 |
1 security where the latest filing since 12/18/2024 is a 13G, filed 11/4/2026. View all