Aspex Management as of March 31, 2020
Portfolio Holdings for Aspex Management
Aspex Management holds 16 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Jd (JD) | 26.2 | $189M | 4.7M | 40.50 | |
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 11.8 | $86M | 730k | 117.14 | |
| Gds Holdings ads (GDS) | 9.0 | $65M | 1.1M | 57.97 | |
| Pinduoduo (PDD) | 8.2 | $60M | 1.7M | 36.03 | |
| Micron Technology (MU) | 5.4 | $39M | 932k | 42.06 | |
| 360 Finance Inc ads (QFIN) | 5.4 | $39M | 4.9M | 8.00 | |
| Zto Express Cayman (ZTO) | 5.0 | $36M | 1.4M | 26.48 | |
| New Frontier Health Corp ord | 4.7 | $34M | 4.1M | 8.25 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 4.4 | $32M | 1.6M | 19.89 | |
| Las Vegas Sands (LVS) | 4.3 | $31M | 731k | 42.47 | |
| Huazhu Group (HTHT) | 4.3 | $31M | 1.1M | 28.73 | |
| Lexinfintech Hldgs (LX) | 3.2 | $23M | 2.6M | 8.87 | |
| Tesla Motors (TSLA) | 2.9 | $21M | 40k | 524.00 | |
| So Young International (SY) | 2.6 | $19M | 1.9M | 10.24 | |
| 21vianet Group (VNET) | 2.6 | $19M | 1.3M | 13.86 | |
| New Frontier Health Corp *w exp 11/30/202 | 0.0 | $154k | 163k | 0.95 |
