74 is the total number of securities Aspex Management (HK) Ltd has owned. The longest Aspex Management (HK) Ltd has owned a single stock is 16 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| QFIN | QIFU TECHNOLOGY INC | 16 | 16 | 3.71% | 6.03% | 11.49% | Q4 2019 | Q3 2023 | 16 |
| JD | JD.COM INC | 15 | 15 | 3.62% | 14.56% | 27.80% | Q4 2019 | Q2 2023 | 15 |
| GDS | GDS HLDGS LTD | 15 | 15 | 2.80% | 9.74% | 26.08% | Q1 2020 | Q3 2023 | 15 |
| LRCX | LAM RESEARCH CORP | 7 | 6 | 1.49% | 5.99% | 13.23% | Q2 2020 | Q3 2023 | 13 |
| BEKE | KE HLDGS INC | 13 | 13 | 1.52% | 5.46% | 8.31% | Q3 2020 | Q3 2023 | 13 |
| LI | LI AUTO INC | 12 | 12 | 3.42% | 5.22% | 6.96% | Q4 2020 | Q3 2023 | 12 |
| MU | MICRON TECHNOLOGY INC | 8 | 1 | 1.93% | 4.76% | 8.43% | Q1 2020 | Q3 2023 | 12 |
| YSG | YATSEN HLDG LTD | 12 | 12 | 0.34% | 0.93% | 3.42% | Q4 2020 | Q3 2023 | 12 |
| XPEV | XPENG INC | 11 | 11 | 0.41% | 9.43% | 17.54% | Q3 2020 | Q1 2023 | 11 |
| HTHT | H WORLD GROUP LTD | 9 | 2 | 0.19% | 3.20% | 10.12% | Q4 2019 | Q2 2023 | 11 |
| IQIYI INC | 11 | 11 | 1.64% | 2.80% | 7.46% | Q3 2020 | Q1 2023 | 11 | |
| MOMO INC | 10 | 10 | 0.32% | 0.43% | 0.71% | Q3 2020 | Q4 2022 | 10 | |
| EM | SMART SH GLOBAL LTD | 10 | 10 | 0.09% | 0.25% | 0.90% | Q2 2021 | Q3 2023 | 10 |
| SE | SEA LTD | 7 | 1 | 2.47% | 8.78% | 13.33% | Q4 2019 | Q3 2023 | 9 |
| NIO | NIO INC | 6 | 3 | 1.04% | 3.13% | 5.69% | Q3 2020 | Q4 2022 | 9 |
| NFH | NEW FRONTIER HEALTH CORP | 9 | 9 | 1.38% | 2.60% | 4.97% | Q4 2019 | Q4 2021 | 9 |
| H WORLD GROUP LTD | 9 | 9 | 1.48% | 1.77% | 2.18% | Q3 2021 | Q3 2023 | 9 | |
| SEA LTD | 9 | 9 | 0.82% | 1.45% | 3.54% | Q3 2021 | Q3 2023 | 9 | |
| BZ | KANZHUN LIMITED | 7 | 2 | 0.46% | 0.93% | 2.11% | Q2 2021 | Q3 2023 | 9 |
| VICARIOUS SURGICAL INC | 9 | 9 | 0.05% | 0.40% | 1.30% | Q3 2021 | Q3 2023 | 9 | |
| NFHWS | NEW FRONTIER HEALTH CO... | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 9 |
| FUTU | FUTU HLDGS LTD | 8 | 8 | 3.42% | 4.83% | 6.00% | Q4 2021 | Q3 2023 | 8 |
| ZTO | ZTO EXPRESS CAYMAN INC | 5 | 3 | 1.81% | 4.40% | 6.22% | Q4 2019 | Q1 2022 | 8 |
| DASH | DOORDASH INC | 7 | 7 | 3.37% | 9.38% | 13.20% | Q1 2022 | Q3 2023 | 7 |
| LVS | LAS VEGAS SANDS CORP | 3 | 1 | 1.75% | 4.61% | 7.57% | Q1 2020 | Q4 2022 | 6 |
| PDD | PINDUODUO INC | 2 | 1 | 1.44% | 4.52% | 8.24% | Q1 2020 | Q3 2023 | 6 |
| TSP | TUSIMPLE HLDGS INC | 6 | 6 | 0.28% | 1.96% | 4.95% | Q2 2021 | Q3 2022 | 6 |
| VNET | VNET GROUP INC | 3 | 3 | 0.24% | 1.73% | 4.92% | Q1 2020 | Q3 2023 | 6 |
| VNET GROUP INC | 6 | 6 | 0.29% | 0.34% | 0.38% | Q2 2022 | Q3 2023 | 6 | |
| PRENETICS GLOBAL LTD | 6 | 6 | 0.08% | 0.29% | 0.58% | Q2 2022 | Q3 2023 | 6 | |
| PRENETICS GLOBAL LTD | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 | |
| BABA | ALIBABA GROUP HLDG LTD | 5 | 5 | 13.07% | 14.84% | 18.27% | Q3 2022 | Q3 2023 | 5 |
| TSM | TAIWAN SEMICONDUCTOR M... | 5 | 5 | 3.98% | 5.93% | 7.68% | Q1 2022 | Q1 2023 | 5 |
| DDL | DINGDONG CAYMAN LTD | 5 | 5 | 0.11% | 1.18% | 2.78% | Q2 2021 | Q2 2022 | 5 |
| OPAU | MAGNUM OPUS ACQUISITIO... | 5 | 5 | 0.32% | 0.36% | 0.41% | Q1 2021 | Q1 2022 | 5 |
| LANVIN GROUP HOLDINGS ... | 4 | 4 | 0.56% | 0.70% | 1.01% | Q4 2022 | Q3 2023 | 4 | |
| ARTAU | ARTISAN ACQUISITION CORP | 4 | 4 | 0.39% | 0.43% | 0.49% | Q2 2021 | Q1 2022 | 4 |
| LANVIN GROUP HOLDINGS ... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 | |
| NVDA | NVIDIA CORPORATION | 2 | 1 | 3.36% | 6.42% | 9.09% | Q2 2022 | Q3 2023 | 3 |
| GOOS | CANADA GOOSE HOLDINGS INC | 3 | 3 | 4.38% | 5.65% | 8.04% | Q4 2019 | Q2 2020 | 3 |
| TSLA | TESLA INC | 1 | 1 | 1.67% | 4.14% | 7.83% | Q1 2020 | Q4 2022 | 3 |
| MRVL | MARVELL TECHNOLOGY INC | 3 | 3 | 1.74% | 3.56% | 4.67% | Q1 2023 | Q3 2023 | 3 |
| HUAZHU GROUP LTD | 3 | 3 | 2.36% | 2.60% | 2.92% | Q4 2020 | Q2 2021 | 3 | |
| DQ | DAQO NEW ENERGY CORP | 3 | 3 | 0.53% | 0.63% | 0.78% | Q3 2022 | Q1 2023 | 3 |
| BNR | BURNING ROCK BIOTECH LTD | 3 | 3 | 0.44% | 0.63% | 0.97% | Q2 2020 | Q4 2020 | 3 |
| NEW ORIENTAL ED & TECH... | 3 | 3 | 0.18% | 0.40% | 0.81% | Q4 2022 | Q2 2023 | 3 | |
| HESAI GROUP | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 | |
| NTES | NETEASE INC | 2 | 2 | 8.30% | 9.24% | 10.17% | Q3 2021 | Q4 2021 | 2 |
| AMD | ADVANCED MICRO DEVICES... | 2 | 2 | 4.37% | 5.77% | 7.17% | Q2 2023 | Q3 2023 | 2 |
| LX | LEXINFINTECH HLDGS LTD | 2 | 2 | 3.18% | 4.59% | 6.00% | Q4 2019 | Q1 2020 | 2 |
| SY | SO YOUNG INTERNATIONAL... | 2 | 2 | 2.63% | 3.47% | 4.31% | Q4 2019 | Q1 2020 | 2 |
| SEA LTD | 2 | 2 | 2.70% | 2.87% | 3.04% | Q4 2020 | Q1 2021 | 2 | |
| TSLA | TESLA INC | 2 | 2 | 0.44% | 0.89% | 1.34% | Q3 2022 | Q4 2022 | 2 |
| AAPL | APPLE INC | 2 | 2 | 0.39% | 0.55% | 0.71% | Q1 2022 | Q2 2022 | 2 |
| RLX | RLX TECHNOLOGY INC | 2 | 2 | 0.25% | 0.41% | 0.56% | Q2 2023 | Q3 2023 | 2 |
| SMH | VANECK VECTORS ETF TR | 1 | 1 | 11.84% | 11.84% | 11.84% | Q1 2020 | Q1 2020 | 1 |
| ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 9.74% | 9.74% | 9.74% | Q4 2019 | Q4 2019 | 1 |
| GOTU | GSX TECHEDU INC | 1 | 1 | 3.58% | 3.58% | 3.58% | Q4 2019 | Q4 2019 | 1 |
| FTCH | FARFETCH LTD | 1 | 1 | 3.09% | 3.09% | 3.09% | Q4 2021 | Q4 2021 | 1 |
| FCX | FREEPORT-MCMORAN INC | 1 | 1 | 2.89% | 2.89% | 2.89% | Q3 2023 | Q3 2023 | 1 |
| TSLA | TESLA INC | 1 | 1 | 2.75% | 2.75% | 2.75% | Q1 2022 | Q1 2022 | 1 |
| MNSO | MINISO GROUP HLDG LTD | 1 | 1 | 1.97% | 1.97% | 1.97% | Q4 2020 | Q4 2020 | 1 |
| MLCO | MELCO RESORTS AND ENTM... | 1 | 1 | 1.72% | 1.72% | 1.72% | Q2 2020 | Q2 2020 | 1 |
| BIDU | BAIDU INC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2023 | Q1 2023 | 1 |
| ZH | ZHIHU INC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2021 | Q1 2021 | 1 |
| GDS HLDGS LTD | 1 | 1 | 1.19% | 1.19% | 1.19% | Q1 2023 | Q1 2023 | 1 | |
| IBN | ICICI BANK LIMITED | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2023 | Q1 2023 | 1 |
| YY | JOYY INC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2020 | Q4 2020 | 1 |
| DIDI | DIDI GLOBAL INC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2021 | Q2 2021 | 1 |
| GRAB HOLDINGS LIMITED | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2023 | Q3 2023 | 1 | |
| API | AGORA INC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2021 | Q3 2021 | 1 |
| EDU | NEW ORIENTAL ED & TECH... | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2021 | Q1 2021 | 1 |
| OTLY | OATLY GROUP AB | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
| BZUN | BAOZUN INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
Download | |||||||||
The securities at the top of the list , including QIFU TECHNOLOGY INC, JD.COM INC, and GDS HLDGS LTD, are the highest-conviction holdings of Aspex Management (HK) Ltd.
The conviction is calculated by counting the number of quarters a security has been reported by Aspex Management (HK) Ltd. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Aspex Management (HK) Ltd owns currently or has owned in the past.