Aspex Management as of June 30, 2020
Portfolio Holdings for Aspex Management
Aspex Management holds 13 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JD Spon Adr Cl A (JD) | 27.6 | $225M | 3.7M | 60.18 | |
| GDS HLDGS Sponsored Ads (GDS) | 26.1 | $213M | 2.7M | 79.66 | |
| Lam Research Corporation (LRCX) | 13.2 | $108M | 334k | 323.46 | |
| 360 Finance Ads (QFIN) | 7.8 | $64M | 5.9M | 10.71 | |
| 21vianet Group Sponsored Ads A (VNET) | 4.9 | $40M | 1.7M | 23.86 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 4.8 | $39M | 1.1M | 36.71 | |
| Canada Goose Holdings Shs Sub Vtg (GOOS) | 4.5 | $37M | 1.6M | 23.17 | |
| New Frontier Health Corp Ord Shs | 4.1 | $34M | 4.1M | 8.28 | |
| Sea Sponsored Ads (SE) | 2.5 | $20M | 187k | 107.24 | |
| Melco Resorts And Entmnt Adr (MLCO) | 1.7 | $14M | 906k | 15.52 | |
| Huazhu Group Sponsored Ads (HTHT) | 1.7 | $14M | 386k | 35.05 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 1.0 | $7.9M | 292k | 27.01 | |
| New Frontier Health Corp W W Exp 11/30/202 | 0.0 | $221k | 163k | 1.36 |
