Q2 2024 |
134 |
$2.47B |
+$368M |
-$380M |
-$12.8M |
ZTO, AVGO, MU, GOOGL, CCJ
|
13F-HR |
8/12/2024, 07:48 PM |
Q1 2024 |
136 |
$2.45B |
+$269M |
-$374M |
-$104M |
ZTO, MU, ICE, TRU, AVGO
|
13F-HR |
5/13/2024, 04:01 PM |
Q4 2023 |
142 |
$2.46B |
+$103M |
-$444M |
-$341M |
ZTO, PDD, ICE, MCHP, CCJ
|
13F-HR |
2/13/2024, 04:01 PM |
Q3 2023 |
159 |
$2.56B |
+$231M |
-$531M |
-$300M |
ZTO, MCHP, PDD, ICE, CCJ
|
13F-HR |
11/2/2023, 08:36 PM |
Q2 2023 |
143 |
$2.88B |
+$377M |
-$234M |
+$143M |
ZTO, MCHP, ICE, TRU, TCOM
|
13F-HR |
8/10/2023, 07:36 PM |
Q1 2023 |
146 |
$2.88B |
+$494M |
-$437M |
+$57.2M |
ZTO, MCHP, TCOM, MU, ICE
|
13F-HR |
5/11/2023, 07:45 PM |
Q4 2022 |
132 |
$2.62B |
+$236M |
-$227M |
+$9.25M |
ZTO, MCHP, TCOM, MU, BABA
|
13F-HR |
2/13/2023, 03:39 PM |
Q3 2022 |
131 |
$2.4B |
+$226M |
-$112M |
+$113M |
ZTO, MCHP, TCOM, MOS, BABA
|
13F-HR |
11/14/2022, 03:01 PM |
Q2 2022 |
130 |
$2.64B |
+$203M |
-$340M |
-$138M |
ZTO, MCHP, TCOM, BABA, MOS
|
13F-HR |
8/10/2022, 07:35 PM |
Q1 2022 |
135 |
$3.26B |
+$242M |
-$181M |
+$61.2M |
ZTO, MCHP, TCOM, MOS, MU
|
13F-HR |
5/12/2022, 08:13 PM |
Q4 2021 |
144 |
$3.59B |
+$467M |
-$98.2M |
+$369M |
ZTO, MCHP, MU, TCOM, MOS
|
13F-HR |
2/10/2022, 04:33 PM |
Q3 2021 |
146 |
$3.55B |
+$518M |
-$1.02B |
-$497M |
ZTO, TCOM, MCHP, MU, BABA
|
13F-HR |
11/9/2021, 04:36 PM |
Q2 2021 |
145 |
$4.32B |
+$491M |
-$820M |
-$329M |
ZTO, MU, MCHP, TCOM, ALLY
|
13F-HR |
8/11/2021, 10:42 AM |
Q1 2021 |
142 |
$4.48B |
+$598M |
-$999M |
-$402M |
ZTO, GEXXXX, MU, TCOM, MCHP
|
13F-HR |
5/12/2021, 07:55 PM |
Q4 2020 |
146 |
$4.35B |
+$360M |
-$810M |
-$450M |
GEXXXX, MU, MCHP, TCOM, BKNG
|
13F-HR |
2/11/2021, 06:12 PM |
Q3 2020 |
144 |
$3.99B |
+$380M |
-$952M |
-$572M |
BKNG, BABA, MCHP, TCOM, GEXXXX
|
13F-HR |
11/12/2020, 04:48 PM |
Q2 2020 |
123 |
$4.38B |
+$560M |
-$863M |
-$303M |
ZTO, BKNG, BABA, META, MCHP
|
13F-HR |
8/6/2020, 04:01 PM |
Q1 2020 |
115 |
$3.84B |
+$800M |
-$649M |
+$150M |
ZTO, BABA, META, MU, SWKS
|
13F-HR |
5/14/2020, 06:56 PM |
Q4 2019 |
96 |
$4.88B |
+$437M |
-$372M |
+$65.5M |
META, BABA, ZTO, SWKS, INTC
|
13F-HR |
2/12/2020, 05:37 PM |
Q3 2019 |
98 |
$4.29B |
+$443M |
-$100M |
+$342M |
META, BABA, ZTO, INTC, GOOGL
|
13F-HR |
11/13/2019, 04:50 PM |
Q2 2019 |
96 |
$4.09B |
+$508M |
-$290M |
+$218M |
META, INTC, FTI, GOOGL, BABA
|
13F-HR |
8/13/2019, 08:19 PM |
Q1 2019 |
99 |
$4.13B |
+$1.06B |
-$240M |
+$817M |
META, GOOGL, INTC, BABA, FTI
|
13F-HR |
5/14/2019, 08:21 PM |
Q4 2018 |
90 |
$2.84B |
+$353M |
-$180M |
+$173M |
META, ZTO, SINA, GOOGL, INTC
|
13F-HR |
2/13/2019, 05:09 PM |
Q3 2018 |
89 |
$3.37B |
+$347M |
-$698M |
-$351M |
META, FTI, SINA, GOOGL, RIG
|
13F-HR |
11/14/2018, 07:52 PM |
Q2 2018 |
89 |
$4.09B |
+$614M |
-$181M |
+$433M |
BABA, META, SINA, INTC, FTI
|
13F-HR |
8/14/2018, 09:59 PM |
Q1 2018 |
85 |
$3.59B |
+$574M |
-$755M |
-$181M |
BABA, SINA, FTI, INTC, GILD
|
Restatement |
5/21/2018, 07:06 PM |
Q4 2017 |
77 |
$3.77B |
+$449M |
-$630M |
-$181M |
BABA, SINA, FTI, GILD, WYNN
|
13F-HR |
2/14/2018, 05:19 PM |
Q3 2017 |
75 |
$3.96B |
+$376M |
-$615M |
-$239M |
BABA, SINA, WUBA, ORCL, GILD
|
13F-HR |
11/13/2017, 06:37 PM |
Q2 2017 |
73 |
$3.68B |
+$379M |
-$503M |
-$124M |
ORCL, BABA, SINA, BIDU, GILD
|
13F-HR |
8/14/2017, 06:45 PM |
Q1 2017 |
74 |
$3.61B |
+$588M |
-$476M |
+$112M |
BIDU, CSCO, SINA, GOOG, ORCL
|
13F-HR |
5/15/2017, 07:44 PM |
Q4 2016 |
72 |
$3.4B |
+$252M |
-$798M |
-$545M |
BIDU, CSCO, GOOG, LVLT, CCL
|
13F-HR |
2/14/2017, 04:28 PM |
Q3 2016 |
77 |
$4.28B |
+$418M |
-$428M |
-$10.4M |
BIDU, PYPL, CSCO, CCL, SINA
|
13F-HR |
11/14/2016, 04:11 PM |
Q2 2016 |
76 |
$4.04B |
+$360M |
-$366M |
-$5.79M |
BIDU, SINA, PYPL, CSCO, CCL
|
13F-HR |
8/11/2016, 07:26 PM |
Q1 2016 |
80 |
$4.5B |
+$415M |
-$352M |
+$62.3M |
BIDU, CCL, PYPL, CSCO, LVLT
|
13F-HR |
5/12/2016, 07:26 PM |
Q4 2015 |
84 |
$4.54B |
+$987M |
-$437M |
+$550M |
BIDU, CCL, CSCO, PYPL, INTC
|
13F-HR |
2/11/2016, 04:14 PM |
Q3 2015 |
80 |
$3.69B |
+$711M |
-$485M |
+$226M |
CCL, CSCO, INTC, BIDU, PYPL
|
13F-HR |
11/12/2015, 04:14 PM |
Q2 2015 |
86 |
$4.96B |
+$265M |
-$491M |
-$227M |
CCL, INTC, CSCO, BIDU, EBAY
|
13F-HR |
8/13/2015, 07:34 PM |
Q1 2015 |
88 |
$5.01B |
+$417M |
-$331M |
+$85.8M |
CCL, INTC, BIDU, EBAY, CSCO
|
13F-HR |
5/14/2015, 06:27 PM |
Q4 2014 |
94 |
$5.22B |
+$1.06B |
-$321M |
+$738M |
INTC, CCL, BIDU, AAXXXX, EBAY
|
13F-HR |
2/12/2015, 04:16 PM |
Q3 2014 |
92 |
$4.91B |
+$345M |
-$750M |
-$405M |
INTC, AAXXXX, CCL, BHI, BIDU
|
13F-HR |
11/13/2014, 04:33 PM |
Q2 2014 |
95 |
$5.75B |
+$638M |
-$422M |
+$216M |
INTC, FWLT, BHI, BIDU, EBAY
|
13F-HR |
8/14/2014, 07:14 PM |
Q1 2014 |
92 |
$5.61B |
+$648M |
-$651M |
-$2.99M |
GOOGLXXXX, EBAY, FWLT, BHI, INTC
|
13F-HR |
5/15/2014, 07:23 PM |
Q4 2013 |
87 |
$5.78B |
|
|
|
GOOGLXXXX, SINA, BIDU, INTC, FWLT
|
13F-HR |
2/13/2014, 03:03 PM |