Aspex Management

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