Ariose Capital Management 13F:

New: $BABA $JD $NTES $NFLX

No change: $CRSP

Exited: $NVDA $QCOM $NKE $NOC $EL $EDU $CSIQ $TSLA (another one that's out) $CAN $RBLX 

After double digit losses in 2019 and 2020 they have back to back years of 40%+ gains for 2021 and 2022 so far.