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 |
