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 |
