Filer Name: ASPEX MANAGEMENT LTD
CIK: 1768375
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 32
Portfolio Value: $3.70B

Aspex Management Ltd Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SE US SEA LTD-ADR 4,895,815 $519M 14.04% -1.2% -
EDU US NEW ORIENTAL EDUCATIO-SP ADR 7,454,906 $478M 12.93% 56.8% -
TER US TERADYNE INC 3,234,842 $407M 11.01% 35.5% -
QFIN US QIFU TECHNOLOGY INC 6,371,808 $245M 6.61% 11.3% -
FUTU US FUTU HOLDINGS LTD-ADR 2,885,929 $231M 6.24% -36.6% -
LI US LI AUTO INC - ADR 7,480,871 $179M 4.85% -29.7% -
YMM US FULL TRUCK ALLIANCE -SPN ADR 15,208,627 $165M 4.45% 100.0% -
DASH US DOORDASH INC - A 955,406 $160M 4.33% -33.5% -
TCOM US TRIP.COM GROUP LTD-ADR 1,872,533 $129M 3.47% -13.7% -
MU US MICRON TECHNOLOGY INC 1,504,939 $127M 3.42% 34.0% -
ATAT US ATOUR LIFESTYLE HOLDINGS-ADR 4,510,636 $121M 3.28% - -
BEKE US KE HOLDINGS INC-ADR 6,514,463 $120M 3.24% 100.0% -
GDS US GDS HOLDINGS LTD - ADR 4,926,727 $117M 3.16% 23.0% -
TAL US TAL EDUCATION GROUP- ADR 10,555,730 $106M 2.86% - -
TSM US TAIWAN SEMICONDUCTOR-SP ADR 531,348 $105M 2.84% 100.0% -
JD US JD.COM INC-ADR 2,698,651 $94M 2.53% 100.0% -
ELF US ELF BEAUTY INC 586,028 $74M 1.99% 100.0% -
HTHT 3 05/01/26 TRACE H WORLD GROUP LTD 50,000,000 $53M 1.44% - -
HDB US HDFC BANK LTD-ADR 726,915 $46M 1.25% - -
SEALTD 2.375 12/01/25 TRACE SEA LTD 30,000,000 $38M 1.03% - -
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