13F HOLDINGS REPORT
Aspex Management (HK) Ltd
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001768375-23-000004
Total Value
$3.6M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 6,209,431 | $546,989 | 15.10% |
| 2 | DOORDASH INC | DASH | 7,973,606 | $389,271 | 10.75% |
| 3 | SEA LTD | SE | 6,499,399 | $338,164 | 9.34% |
| 4 | JD.COM INC | JDCMF | 5,881,226 | $330,113 | 9.12% |
| 5 | TESLA INC | TSLA | 2,302,107 | $283,574 | 7.83% |
| 6 | KE HLDGS INC | BEKE | 16,113,351 | $224,942 | 6.21% |
| 7 | 360 DIGITECH INC | QFNHF | 10,956,676 | $223,078 | 6.16% |
| 8 | GDS HLDGS LTD | GDHLF | 9,092,216 | $187,481 | 5.18% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,490,576 | $185,523 | 5.12% |
| 10 | LAM RESEARCH CORP | LRCX | 330,000 | $138,699 | 3.83% |
| 11 | FUTU HLDGS LTD | FUTU | 3,050,268 | $123,993 | 3.42% |
| 12 | LI AUTO INC | LAAOF | 6,070,740 | $123,843 | 3.42% |
| 13 | NIO INC | NIOIF | 9,771,721 | $95,274 | 2.63% |
| 14 | IQIYI INC | IQ | 80,700,000 | $65,100 | 1.80% |
| 15 | LAS VEGAS SANDS CORP | LVS | 1,317,465 | $63,331 | 1.75% |
| 16 | H WORLD GROUP LTD | HWLDF | 50,000,000 | $61,687 | 1.70% |
| 17 | TESLA INC | TSLA | 335,111 | $48,435 | 1.34% |
| 18 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 4,000,000 | $36,480 | 1.01% |
| 19 | SEA LTD | SE | 30,000,000 | $29,596 | 0.82% |
| 20 | KANZHUN LIMITED | BZ | 988,187 | $20,129 | 0.56% |
| 21 | DAQO NEW ENERGY CORP | DQ | 500,000 | $19,305 | 0.53% |
| 22 | YATSEN HLDG LTD | YSG | 13,134,540 | $19,176 | 0.53% |
| 23 | XPENG INC | XPNGF | 1,542,500 | $15,332 | 0.42% |
| 24 | VNET GROUP INC | VNET | 15,000,000 | $12,410 | 0.34% |
| 25 | HELLO GROUP INC | MOMO | 12,000,000 | $11,487 | 0.32% |
| 26 | PRENETICS GLOBAL LTD | PRENW | 5,192,250 | $10,385 | 0.29% |
| 27 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 195,364 | $6,803 | 0.19% |
| 28 | VICARIOUS SURGICAL INC | RBOTW | 2,600,000 | $5,252 | 0.15% |
| 29 | SMART SH GLOBAL LTD | 83193E102 | 4,500,000 | $5,130 | 0.14% |
| 30 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 1,000,000 | $300 | 0.01% |
| 31 | PRENETICS GLOBAL LTD | PRENW | 1,166,666 | $186 | 0.01% |