Aspex Management

Aspex Management as of Sept. 30, 2024

Portfolio Holdings for Aspex Management

Aspex Management holds 30 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Sea Sponsord Ads (SE) 12.4 $467M 5.0M 94.28
Futu Hldgs Spon Ads Cl A (FUTU) 11.5 $436M 4.6M 95.65
New Oriental Ed & Technology Spon Adr (EDU) 9.5 $361M 4.8M 75.84
Teradyne (TER) 8.5 $320M 2.4M 133.93
NVIDIA Corporation (NVDA) 8.2 $308M 2.5M 121.44
Li Auto Sponsored Ads (LI) 7.2 $273M 11M 25.65
Doordash Cl A (DASH) 5.4 $205M 1.4M 142.73
Marvell Technology (MRVL) 5.1 $194M 2.7M 72.12
Qifu Technology American Dep (QFIN) 4.5 $171M 5.7M 29.81
Trip Com Group Ads (TCOM) 3.4 $129M 2.2M 59.43
Tal Education Group Sponsored Ads (TAL) 3.3 $125M 11M 11.84
Atour Lifestyle Hldgs Sponsored Ads (ATAT) 3.1 $117M 4.5M 25.94
Micron Technology (MU) 3.1 $117M 1.1M 103.71
Alibaba Group Hldg Sponsored Ads (BABA) 3.1 $116M 1.1M 106.12
Tencent Music Entmt Group Spon Ads (TME) 2.4 $91M 7.6M 12.05
GDS HLDGS Sponsored Ads (GDS) 2.2 $82M 4.0M 20.40
H World Group Note 3.000% 5/0 1.5 $58M 50M 1.17
4068594 Enphase Energy (ENPH) 1.3 $48M 429k 113.02
Hdfc Bank Sponsored Ads (HDB) 1.2 $46M 727k 62.56
Sea Note 2.375%12/0 0.9 $36M 30M 1.19
Iqiyi Note 6.500% 3/1 0.7 $27M 28M 0.96
Rlx Technology Sponsored Ads (RLX) 0.6 $22M 12M 1.81
Vnet Group Sponsored Ads A (VNET) 0.3 $12M 3.0M 4.08
Lanvin Group Holdings Limite SHS (LANV) 0.2 $7.7M 4.5M 1.71
Kanzhun Sponsored Ads (BZ) 0.1 $5.0M 285k 17.36
Webtoon Entmt (WBTN) 0.1 $3.4M 300k 11.44
Prenetics Global Shs New (PRE) 0.0 $1.4M 346k 4.00
Vicarious Surgical Com Cl A (RBOT) 0.0 $492k 87k 5.68
Lanvin Group Holdings Limite *w Exp 01/14/202 (LANV.WS) 0.0 $26k 1.0M 0.03
Prenetics Global *w Exp 05/18/202 (PRENW) 0.0 $13k 1.2M 0.01