Aspex Management as of Dec. 31, 2019
Portfolio Holdings for Aspex Management
Aspex Management holds 12 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jd (JD) | 27.8 | $153M | 4.3M | 35.23 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 13.3 | $73M | 1.8M | 40.22 | |
| Huazhu Group (HTHT) | 10.1 | $56M | 1.4M | 40.07 | |
| Activision Blizzard | 9.7 | $54M | 901k | 59.42 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 8.0 | $44M | 1.2M | 36.24 | |
| Zto Express Cayman (ZTO) | 6.2 | $34M | 1.5M | 23.35 | |
| Lexinfintech Hldgs (LX) | 6.0 | $33M | 2.4M | 13.89 | |
| 360 Finance Inc ads (QFIN) | 5.8 | $32M | 3.3M | 9.77 | |
| New Frontier Health Corp ord | 5.0 | $27M | 2.7M | 10.00 | |
| So Young International (SY) | 4.3 | $24M | 1.9M | 12.22 | |
| Gsx Techedu 3 Adr Rep 2 Cl A Ord (GOTU) | 3.6 | $20M | 900k | 21.86 | |
| New Frontier Health Corp *w exp 11/30/202 | 0.1 | $249k | 163k | 1.53 |