| Q1 2024 |
51 |
$99.7M |
+$18.9M |
-$18.4M |
+$511K |
CHKP, ICLR, RDY, NTES, VIPS, BAP |
13F-HR |
5/8/2024, 09:59 AM |
| Q4 2023 |
54 |
$93.6M |
+$7.66M |
-$9.3M |
-$1.64M |
CHKP, RDY, VIPS, NTES, HDB, ICLR |
13F-HR |
1/23/2024, 04:09 PM |
| Q3 2023 |
53 |
$88.5M |
+$4.25M |
-$899K |
+$3.35M |
CHKP, RDY, NTES, VIPS, YUMC, HDB |
13F-HR |
10/13/2023, 02:35 PM |
| Q2 2023 |
56 |
$94.8M |
+$21M |
-$2.78M |
+$18.2M |
CHKP, RDY, NTES, VIPS, HDB, YUMC |
13F-HR |
8/8/2023, 02:49 PM |
| Q1 2023 |
53 |
$81.7M |
+$11.5M |
-$3.61M |
+$7.85M |
CHKP, YUMC, VIPS, NTES, BABA, HDB |
13F-HR |
5/12/2023, 04:49 PM |
| Q4 2022 |
55 |
$79.5M |
+$17.4M |
-$3.12M |
+$14.3M |
CHKP, VIPS, YUMC, NTES, INFY, BAP |
13F-HR |
2/14/2023, 11:58 AM |
| Q3 2022 |
53 |
$63.2M |
+$14.7M |
-$5.16M |
+$9.58M |
CHKP, INFY, BABA, DQ, SAP, VIPS |
13F-HR |
11/14/2022, 03:23 PM |
| Q2 2022 |
115 |
$146M |
+$12.3M |
-$11M |
+$1.28M |
CHKP, SAP, BABA, INFY, AAPL, MSFT |
13F-HR |
8/12/2022, 10:43 AM |
| Q1 2022 |
117 |
$195M |
+$17.9M |
-$16.3M |
+$1.53M |
CHKP, INFY, WIT, SAP, AAPL, BABA |
13F-HR |
5/13/2022, 10:23 AM |
| Q4 2021 |
116 |
$222M |
+$14.8M |
-$9.26M |
+$5.5M |
ICLR, SAP, WIT, CHKP, INFY, AAPL |
13F-HR |
2/14/2022, 11:36 AM |
| Q3 2021 |
119 |
$212M |
+$24M |
-$21.3M |
+$2.67M |
ICLR, CHKP, SAP, WIT, INFY, BABA |
13F-HR |
11/12/2021, 08:42 AM |
| Q2 2021 |
130 |
$236M |
+$21.1M |
-$23.5M |
-$2.45M |
CHKP, ICLR, SAP, WIT, BABA, INFY |
13F-HR |
8/13/2021, 11:32 AM |
| Q1 2021 |
129 |
$236M |
+$17.4M |
-$12.7M |
+$4.72M |
AER, BABA, CHKP, ICLR, SAP, WIT |
13F-HR |
5/13/2021, 02:20 PM |
| Q4 2020 |
122 |
$232M |
+$35.1M |
-$12.8M |
+$22.2M |
CHKP, BABA, SAP, ICLR, AER, WIT |
13F-HR |
2/12/2021, 01:33 PM |
| Q3 2020 |
114 |
$208M |
+$38.7M |
-$25.8M |
+$12.9M |
BABA, SAP, ICLR, CHKP, WIT, NTES |
13F-HR |
11/12/2020, 10:50 AM |
| Q2 2020 |
104 |
$185M |
+$22.9M |
-$20.5M |
+$2.39M |
SAP, ICLR, CHKP, BABA, TM, MBT |
13F-HR |
8/13/2020, 11:38 AM |
| Q1 2020 |
101 |
$160M |
+$18.3M |
-$9.09M |
+$9.17M |
CHKP, SAP, ICLR, BABA, AER, TM |
13F-HR |
5/14/2020, 02:37 PM |
| Q4 2019 |
103 |
$218M |
+$11.9M |
-$5M |
+$6.9M |
ICLR, AER, SAP, CHKP, BABA, TM |
13F-HR |
2/13/2020, 09:28 AM |
| Q3 2019 |
106 |
$205M |
+$16M |
-$20.3M |
-$4.33M |
AER, ICLR, SAP, CHKP, BABA, TM |
13F-HR |
11/13/2019, 01:30 PM |
| Q2 2019 |
106 |
$222M |
+$11.9M |
-$23.9M |
-$12M |
SAP, ICLR, AER, CHKP, BABA, TM |
13F-HR |
8/14/2019, 10:03 AM |
| Q1 2019 |
114 |
$238M |
+$25.3M |
-$11.9M |
+$13.4M |
SAP, ICLR, CHKP, AER, BABA, TM |
13F-HR |
5/14/2019, 01:37 PM |
| Q4 2018 |
117 |
$214M |
+$18.5M |
-$22M |
-$3.5M |
SAP, ICLR, CHKP, AER, BABA, TM |
13F-HR |
2/13/2019, 02:40 PM |
| Q3 2018 |
206 |
$374M |
+$49M |
-$12.4M |
+$36.7M |
SAP, AER, ICLR, CHKP, BABA, TSM |
13F-HR |
11/13/2018, 11:55 AM |
| Q2 2018 |
223 |
$359M |
+$67.5M |
-$21.2M |
+$46.3M |
SAP, AER, BABA, CHKP, ICLR, TM |
13F-HR |
8/13/2018, 12:40 PM |
| Q1 2018 |
217 |
$352M |
+$62.9M |
-$22.7M |
+$40.2M |
SAP, AER, BABA, CHKP, VEDL, TSM |
13F-HR |
5/15/2018, 09:59 AM |
| Q4 2017 |
213 |
$376M |
+$82.3M |
-$41.6M |
+$40.7M |
SAP, AER, BABA, CHKP, NTES, VEDL |
13F-HR |
2/14/2018, 10:48 AM |
| Q3 2017 |
216 |
$373M |
+$55.9M |
-$21.7M |
+$34.2M |
SAP, BABA, NTES, VEDL, TSM, ACN |
13F-HR |
11/13/2017, 01:16 PM |
| Q2 2017 |
217 |
$365M |
+$54.1M |
-$56.7M |
-$2.59M |
SAP, NTES, BABA, TSM, CBPOXXXX, ACN |
13F-HR |
8/11/2017, 11:13 AM |
| Q1 2017 |
223 |
$403M |
+$44.8M |
-$61.7M |
-$16.9M |
SAP, ACN, AVGOXXXX, NTES, 3106PS, TEL |
13F-HR |
5/12/2017, 12:39 PM |
| Q4 2016 |
220 |
$424M |
+$43.6M |
-$17.9M |
+$25.7M |
SAP, ACN, AVGOXXXX, TEL, CBPOXXXX, 3106PS |
13F-HR |
2/13/2017, 02:44 PM |
| Q3 2016 |
216 |
$433M |
+$56.3M |
-$21.2M |
+$35.1M |
ACN, AVGOXXXX, SAP, CBPOXXXX, NTES, 3106PS |
13F-HR |
11/14/2016, 08:30 AM |
| Q2 2016 |
208 |
$410M |
+$79.3M |
-$10.1M |
+$69.1M |
ACN, AVGOXXXX, TARO, SAP, CBPOXXXX, NTES |
13F-HR |
8/12/2016, 10:10 AM |
| Q1 2016 |
193 |
$369M |
+$50.2M |
-$30.4M |
+$19.8M |
ACN, AVGOXXXX, SAP, TARO, CBPOXXXX, 3106PS |
13F-HR |
5/13/2016, 10:47 AM |
| Q4 2015 |
196 |
$399M |
+$52.7M |
-$6.86M |
+$45.9M |
ACN, CBPOXXXX, TEVA, AVGOXXXX, TARO, STXXXX |
RESTATEMENT |
2/17/2016, 03:15 PM |
| Q3 2015 |
203 |
$345M |
+$107M |
-$4.84M |
+$102M |
ACN, STXXXX, TEVA, AVGOXXXX, TARO, 3106PS |
13F-HR |
11/12/2015, 07:59 AM |
| Q2 2015 |
209 |
$268M |
+$72.1M |
-$13M |
+$59.1M |
TEVA, ACN, STXXXX, WBC, 3106PS, TARO |
13F-HR |
8/13/2015, 09:25 AM |
| Q1 2015 |
190 |
$255M |
+$45.8M |
-$12M |
+$33.7M |
STXXXX, TEVA, TEL, TARO, SAP, WBC |
13F-HR |
5/15/2015, 01:40 PM |
| Q4 2014 |
222 |
$241M |
+$51.6M |
-$51.5M |
+$68.8K |
STXXXX, TEVA, TARO, TEL, SAP, PNR |
13F-HR |
2/13/2015, 09:30 AM |
| Q3 2014 |
185 |
$254M |
+$60.2M |
-$15.4M |
+$44.8M |
TEVA, TARO, CBI, STXXXX, TEL, SAP |
13F-HR |
11/13/2014, 10:01 AM |
| Q2 2014 |
162 |
$231M |
+$52.1M |
-$11.6M |
+$40.5M |
CBI, TEVA, TEL, SAP, PNR, NTTYY |
RESTATEMENT |
8/14/2014, 02:46 PM |
| Q1 2014 |
193 |
$247M |
+$63.8M |
-$9.14M |
+$54.7M |
CBI, TEL, F113PS, PNRXXXX, SAP, ASPS |
13F-HR |
5/15/2014, 09:29 AM |
| Q4 2013 |
190 |
$228M |
|
|
|
ASPS, SAP, TEL, BP, ACN, AER |
13F-HR |
2/13/2014, 02:16 PM |