Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
Reported portfolio value by quarter (4 quarters reported)
$55.1M in Q1 2021 → $39.3M now. Hover for any quarter.
As reported for the quarter ended September 30, 2022. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Futu Holdings Limited | 71.8% | Unchanged | 756,290 | $28.2M |
| So-young International Inc. | 28.2% | Unchanged | 15,405,068 | $11.1M |
What changed each quarter, from the filings' own share counts. Largest moves first; most recent 3 quarters.
quarter ended September 30, 2022 · filed October 24, 2022
No position changes this quarter.
quarter ended June 30, 2022 · filed August 01, 2022
No position changes this quarter.
quarter ended December 31, 2021 · filed February 14, 2022
No position changes this quarter.
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