Aspex Management historical reports.

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Quarterly report: Q4 2023

Total value: $3.4M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
AMD
Advanced Micro Devices Inc. 412.6K 12.09% 2.8M +533.2K ↑23.53%
MRVL
Marvell Technology Inc 344.5K 10.09% 5.7M +2.9M ↑103.75%
MU
Micron Technology Inc. 343.7K 10.07% 4.0M =
DASH
DoorDash Inc - Class A 305.8K 8.96% 3.1M -842.0K ↓21.40%
SE
Sea Ltd - ADR 274.9K 8.05% 6.8M +800.0K ↑13.36%
PDD
Pinduoduo Inc - ADR 217.2K 6.36% 1.5M +350.0K ↑30.85%
LRCX
Lam Research Corp. 209.9K 6.15% 268.0K -14.9K ↓5.26%
QFIN
360 DigiTech Inc - ADR 136.5K 4% 8.6M =
QCOM
Qualcomm, Inc. 133.5K 3.91% 923.0K +923.0K Newly Added
JD
JD.com Inc - ADR 114.0K 3.34% 3.9M +3.9M Newly Added
FCX
Freeport-McMoRan Inc 107.4K 3.14% 2.5M =
TME
Tencent Music Entertainment Group - ADR 81.5K 2.38% 9.1M +9.1M Newly Added
FUTU
Futu Holdings Ltd - ADR 80.5K 2.35% 1.5M -1.2M ↓44.33%
GDS
GDS Holdings Limited - ADR 80.0K 2.34% 8.8M =
ZTO
ZTO Express (Cayman) Inc - ADR 77.9K 2.28% 3.7M +3.7M Newly Added
BEKE
KE Holdings Inc - ADR 74.7K 2.18% 4.6M =
NVDA
NVIDIA Corp 60.4K 1.76% 122.0K -557.4K ↓82.05%
NTES
NetEase Inc - ADR 59.4K 1.73% 637.1K +637.1K Newly Added
BZ
Kanzhun Ltd - ADR 46.9K 1.37% 2.8M =
GRAB
Grab Holdings Limited - Class A 27.0K 0.78% 8.0M =
RLX
RLX Technology Inc - ADR 24.2K 0.71% 12.1M =

Quarterly report: Q3 2023

Total value: $3.2M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BABA
Alibaba Group Holding Ltd - ADR 459.7K 14.14% 5.3M -314.0K ↓5.59%
DASH
DoorDash Inc - Class A 312.7K 9.62% 3.9M -1.3M ↓25.45%
NVDA
NVIDIA Corp 295.5K 9.09% 679.3K +125.7K ↑22.70%
MU
Micron Technology Inc. 274.0K 8.43% 4.0M +1.3M ↑46.06%
SE
Sea Ltd - ADR 263.1K 8.09% 6.0M +140.6K ↑2.40%
AMD
Advanced Micro Devices Inc. 233.0K 7.16% 2.3M +947.8K ↑71.90%
LI
Li Auto Inc - ADR 186.2K 5.72% 5.2M -703.3K ↓11.87%
LRCX
Lam Research Corp. 177.3K 5.45% 282.9K -228.1K ↓44.64%
FUTU
Futu Holdings Ltd - ADR 153.0K 4.7% 2.6M -1.9M ↓41.44%
MRVL
Marvell Technology Inc 151.8K 4.66% 2.8M +344.1K ↑13.99%
QFIN
360 DigiTech Inc - ADR 132.6K 4.07% 8.6M =
PDD
Pinduoduo Inc - ADR 111.3K 3.42% 1.1M +1.1M Newly Added
GDS
GDS Holdings Limited - ADR 96.1K 2.95% 8.8M =
FCX
Freeport-McMoRan Inc 94.0K 2.89% 2.5M +2.5M Newly Added
BEKE
KE Holdings Inc - ADR 71.5K 2.2% 4.6M -5.8M ↓55.60%
BZ
Kanzhun Ltd - ADR 42.8K 1.31% 2.8M -2.0M ↓41.48%
GRAB
Grab Holdings Limited - Class A 28.3K 0.87% 8.0M +8.0M Newly Added
RLX
RLX Technology Inc - ADR 18.3K 0.56% 12.1M +7.3M ↑151.22%

Quarterly report: Q2 2023

Total value: $3.4M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BABA
Alibaba Group Holding Ltd - ADR 468.0K 13.6% 5.6M -1.7M ↓22.90%
DASH
DoorDash Inc - Class A 403.3K 11.72% 5.3M -3.2M ↓37.59%
SE
Sea Ltd - ADR 339.3K 9.86% 5.8M +345.0K ↑6.27%
LRCX
Lam Research Corp. 328.5K 9.55% 510.9K +140.9K ↑38.09%
NVDA
NVIDIA Corp 234.2K 6.81% 553.6K +553.6K Newly Added
LI
Li Auto Inc - ADR 208.0K 6.04% 5.9M -4.2M ↓41.55%
FUTU
Futu Holdings Ltd - ADR 179.6K 5.22% 4.5M =
MU
Micron Technology Inc. 174.0K 5.06% 2.8M +1.5M ↑111.50%
BEKE
KE Holdings Inc - ADR 154.2K 4.48% 10.4M -2.9M ↓21.59%
AMD
Advanced Micro Devices Inc. 150.2K 4.36% 1.3M +1.3M Newly Added
QFIN
360 DigiTech Inc - ADR 149.1K 4.33% 8.6M =
MRVL
Marvell Technology Inc 147.0K 4.27% 2.5M +823.2K ↑50.30%
JD
JD.com Inc - ADR 124.4K 3.61% 3.6M -680.4K ↓15.73%
GDS
GDS Holdings Limited - ADR 96.4K 2.8% 8.8M =
BZ
Kanzhun Ltd - ADR 72.6K 2.11% 4.8M +3.8M ↑387.92%
EDU
New Oriental Education & Technology Group Inc. - ADR 27.9K 0.81% 707.6K +512.2K ↑262.20%

Quarterly report: Q1 2023

Total value: $4.1M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BABA
Alibaba Group Holding Ltd - ADR 744.0K 18.27% 7.3M +1.1M ↑17.26%
DASH
DoorDash Inc - Class A 537.5K 13.2% 8.5M +482.4K ↑6.05%
SE
Sea Ltd - ADR 476.1K 11.69% 5.5M -998.1K ↓15.36%
LI
Li Auto Inc - ADR 252.9K 6.21% 10.1M +4.1M ↑66.99%
BEKE
KE Holdings Inc - ADR 249.5K 6.12% 13.2M -2.9M ↓17.82%
FUTU
Futu Holdings Ltd - ADR 234.4K 5.75% 4.5M +1.5M ↑48.19%
LRCX
Lam Research Corp. 196.1K 4.81% 370.0K +40.0K ↑12.12%
JD
JD.com Inc - ADR 189.8K 4.66% 4.3M -1.6M ↓26.46%
QFIN
360 DigiTech Inc - ADR 167.4K 4.11% 8.6M -2.3M ↓21.23%
GDS
GDS Holdings Limited - ADR 163.7K 4.02% 8.8M -319.2K ↓3.51%
TSM
Taiwan Semiconductor Manufacturing - ADR 162.1K 3.98% 1.7M -748.2K ↓30.04%
MU
Micron Technology Inc. 78.7K 1.93% 1.3M +1.3M Newly Added
MRVL
Marvell Technology Inc 70.9K 1.74% 1.6M +1.6M Newly Added
PDD
Pinduoduo Inc - ADR 58.8K 1.44% 775.0K +775.0K Newly Added
BIDU
Baidu Inc - ADR 55.4K 1.35% 366.8K +366.8K Newly Added
IBN
ICICI Bank Ltd. - ADR 42.1K 1.03% 2.0M +2.0M Newly Added
DQ
Daqo New Energy Corp - ADR 23.4K 0.57% 500.0K =

Quarterly report: Q4 2022

Total value: $3.6M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BABA
Alibaba Group Holding Ltd - ADR 547.0K 15.1% 6.2M +675.5K ↑12.21%
DASH
DoorDash Inc - Class A 389.3K 10.74% 8.0M +2.5M ↑45.86%
SE
Sea Ltd - ADR 338.2K 9.33% 6.5M +1.2M ↑22.31%
TSLA
Tesla Inc 332.0K 9.16% 2.6M +2.3M ↑686.97%
JD
JD.com Inc - ADR 330.1K 9.11% 5.9M +811.6K ↑16.01%
BEKE
KE Holdings Inc - ADR 224.9K 6.21% 16.1M +2.7M ↑19.79%
QFIN
360 DigiTech Inc - ADR 223.1K 6.15% 11.0M =
GDS
GDS Holdings Limited - ADR 187.5K 5.17% 9.1M +1000.0K ↑12.36%
TSM
Taiwan Semiconductor Manufacturing - ADR 185.5K 5.12% 2.5M -706.6K ↓22.10%
LRCX
Lam Research Corp. 138.7K 3.82% 330.0K -270.0K ↓45.00%
FUTU
Futu Holdings Ltd - ADR 124.0K 3.42% 3.1M -1.1M ↓26.68%
LI
Li Auto Inc - ADR 123.8K 3.41% 6.1M -2.2M ↓26.27%
NIO
NIO Inc - ADR 95.3K 2.63% 9.8M -342.1K ↓3.38%
LVS
Las Vegas Sands Corp 63.3K 1.74% 1.3M -4.3M ↓76.69%
BZ
Kanzhun Ltd - ADR 20.1K 0.55% 988.2K -220.7K ↓18.26%
DQ
Daqo New Energy Corp - ADR 19.3K 0.53% 500.0K =
YSG
Yatsen Holding Ltd - ADR 19.2K 0.52% 13.1M =

Quarterly report: Q3 2022

Total value: $3.4B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BABA
Alibaba Group Holding Ltd - ADR 442.7M 13.06% 5.5M +5.5M Newly Added
SE
Sea Ltd - ADR 297.8M 8.79% 5.3M +747.1K ↑16.36%
DASH
DoorDash Inc - Class A 270.3M 7.97% 5.5M -149.6K ↓2.66%
JD
JD.com Inc - ADR 255.0M 7.52% 5.1M -1.6M ↓23.66%
BEKE
KE Holdings Inc - ADR 235.7M 6.95% 13.5M -1.0M ↓7.23%
LRCX
Lam Research Corp. 219.6M 6.48% 600.0K +20.0K ↑3.45%
TSM
Taiwan Semiconductor Manufacturing - ADR 219.2M 6.47% 3.2M -553.0K ↓14.75%
LVS
Las Vegas Sands Corp 212.1M 6.26% 5.7M +2.0M ↑54.97%
LI
Li Auto Inc - ADR 189.5M 5.59% 8.2M +988.5K ↑13.64%
NIO
NIO Inc - ADR 159.5M 4.7% 10.1M +6.0M ↑145.85%
FUTU
Futu Holdings Ltd - ADR 155.1M 4.57% 4.2M -425.1K ↓9.27%
GDS
GDS Holdings Limited - ADR 142.9M 4.21% 8.1M +40.0K ↑0.50%
QFIN
360 DigiTech Inc - ADR 140.5M 4.14% 11.0M =
XPEV
XPeng Inc - ADR 87.0M 2.56% 7.3M -2.1M ↓22.38%
PDD
Pinduoduo Inc - ADR 62.6M 1.84% 1000.0K +1000.0K Newly Added
DQ
Daqo New Energy Corp - ADR 26.5M 0.78% 500.0K +500.0K Newly Added
BZ
Kanzhun Ltd - ADR 20.4M 0.6% 1.2M =

Quarterly report: Q2 2022

Total value: $4.0B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
JD
JD.com Inc - ADR 426.5M 10.68% 6.6M +920.0K ↑16.08%
DASH
DoorDash Inc - Class A 360.4M 9.02% 5.6M +4.9M ↑670.85%
TSM
Taiwan Semiconductor Manufacturing - ADR 306.6M 7.68% 3.8M +2.2M ↑141.92%
SE
Sea Ltd - ADR 305.3M 7.65% 4.6M +2.9M ↑179.19%
XPEV
XPeng Inc - ADR 297.8M 7.46% 9.4M -200.6K ↓2.09%
LI
Li Auto Inc - ADR 277.6M 6.95% 7.2M +1.2M ↑20.76%
GDS
GDS Holdings Limited - ADR 268.9M 6.73% 8.1M +278.9K ↑3.59%
BEKE
KE Holdings Inc - ADR 260.3M 6.52% 14.5M +2.5M ↑20.83%
LRCX
Lam Research Corp. 247.2M 6.19% 580.0K +510.0K ↑728.57%
FUTU
Futu Holdings Ltd - ADR 239.4M 5.99% 4.6M +1.6M ↑52.84%
QFIN
360 DigiTech Inc - ADR 189.6M 4.74% 11.0M =
NVDA
NVIDIA Corp 134.1M 3.36% 884.8K +884.8K Newly Added
LVS
Las Vegas Sands Corp 122.5M 3.06% 3.6M +3.6M Newly Added
NIO
NIO Inc - ADR 89.4M 2.23% 4.1M +4.1M Newly Added
MU
Micron Technology Inc. 79.8M 1.99% 1.4M +165.1K ↑12.92%
TSLA
Tesla Inc 66.8M 1.67% 99.2K -123.0K ↓55.34%
BZ
Kanzhun Ltd - ADR 31.8M 0.79% 1.2M +8.9K ↑0.74%
AAPL
Apple Inc PUT 28.5M 0.71% 1.1M =
YSG
Yatsen Holding Ltd - ADR 20.4M 0.51% 13.1M =

Quarterly report: Q1 2022

Total value: $2.5B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
JD
JD.com Inc - ADR 331.1M 13.08% 5.7M =
GDS
GDS Holdings Limited - ADR 305.1M 12.05% 7.8M +200.1K ↑2.64%
XPEV
XPeng Inc - ADR 264.4M 10.44% 9.6M +800.0K ↑9.11%
SE
Sea Ltd - ADR 195.9M 7.74% 1.6M +1.6M Newly Added
QFIN
360 DigiTech Inc - ADR 168.6M 6.66% 11.0M +1.9M ↑20.60%
TSM
Taiwan Semiconductor Manufacturing - ADR 161.6M 6.38% 1.6M +1.6M Newly Added
LI
Li Auto Inc - ADR 154.9M 6.11% 6.0M +1.2M ↑25.00%
BEKE
KE Holdings Inc - ADR 148.4M 5.86% 12.0M +3.0M ↑33.33%
ZTO
ZTO Express (Cayman) Inc - ADR 105.0M 4.14% 4.2M -1.7M ↓28.46%
MU
Micron Technology Inc. 99.5M 3.93% 1.3M -733.6K ↓36.48%
FUTU
Futu Holdings Ltd - ADR 97.7M 3.85% 3.0M -868.5K ↓22.45%
DASH
DoorDash Inc - Class A 85.4M 3.37% 728.6K +728.6K Newly Added
TSLA
Tesla Inc CALL 69.5M 2.74% 222.2K +222.2K Newly Added
LRCX
Lam Research Corp. 37.6M 1.48% 70.0K +70.0K Newly Added
BZ
Kanzhun Ltd - ADR 29.9M 1.18% 1.2M +1.2M Newly Added
TSP
TuSimple Holdings Inc - Class A 29.5M 1.16% 2.4M +300.0K ↑14.14%
RBOT
Vicarious Surgical Inc - Class A 13.2M 0.51% 2.6M =

Quarterly report: Q4 2021

Total value: $3.3B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
XPEV
XPeng Inc - ADR 442.0M 13.51% 8.8M +700.0K ↑8.66%
JD
JD.com Inc - ADR 400.8M 12.25% 5.7M -700.0K ↓10.90%
GDS
GDS Holdings Limited - ADR 357.2M 10.92% 7.6M +500.0K ↑7.07%
NTES
NetEase Inc - ADR 332.7M 10.17% 3.3M +351.1K ↑12.03%
QFIN
360 DigiTech Inc - ADR 208.3M 6.37% 9.1M =
MU
Micron Technology Inc. 187.3M 5.72% 2.0M =
BEKE
KE Holdings Inc - ADR 181.1M 5.53% 9.0M +6.5M ↑260.00%
FUTU
Futu Holdings Ltd - ADR 167.5M 5.12% 3.9M +3.9M Newly Added
ZTO
ZTO Express (Cayman) Inc - ADR 165.7M 5.06% 5.9M +6.8K ↑0.12%
LI
Li Auto Inc - ADR 154.1M 4.71% 4.8M =
FTCH
Farfetch Ltd - Class A 101.2M 3.09% 3.0M +3.0M Newly Added
HTHT
Huazhu Group Limited - ADR 93.3M 2.85% 2.5M -400.0K ↓13.80%
TSP
TuSimple Holdings Inc - Class A 76.1M 2.32% 2.1M =
NFH
New Frontier Health Corporation - Class A 46.8M 1.43% 4.1M =
NIO
NIO Inc - ADR 34.2M 1.04% 1.1M =
DDL
Dingdong (Cayman) Ltd - ADR 32.6M 0.99% 2.0M -201.1K ↓9.08%
YSG
Yatsen Holding Ltd - ADR 28.2M 0.86% 13.1M =
RBOT
Vicarious Surgical Inc - Class A 27.6M 0.84% 2.6M =

Quarterly report: Q3 2021

Total value: $3.0B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
JD
JD.com Inc - ADR 463.8M 15.45% 6.4M -85.1K ↓1.31%
GDS
GDS Holdings Limited - ADR 400.4M 13.33% 7.1M +1.7M ↑32.72%
XPEV
XPeng Inc - ADR 287.2M 9.56% 8.1M +82.3K ↑1.03%
NTES
NetEase Inc - ADR 249.2M 8.3% 2.9M +2.9M Newly Added
QFIN
360 DigiTech Inc - ADR 184.6M 6.14% 9.1M +700.0K ↑8.35%
ZTO
ZTO Express (Cayman) Inc - ADR 179.8M 5.98% 5.9M +5.9M Newly Added
LRCX
Lam Research Corp. 149.6M 4.98% 262.9K =
MU
Micron Technology Inc. 142.8M 4.75% 2.0M =
HTHT
Huazhu Group Limited - ADR 132.9M 4.42% 2.9M +1.1M ↑58.96%
LI
Li Auto Inc - ADR 126.2M 4.2% 4.8M +800.0K ↑20.00%
TSP
TuSimple Holdings Inc - Class A 78.8M 2.62% 2.1M =
DDL
Dingdong (Cayman) Ltd - ADR 52.5M 1.74% 2.2M =
YSG
Yatsen Holding Ltd - ADR 50.0M 1.66% 13.1M +2.0M ↑17.96%
NFH
New Frontier Health Corporation - Class A 45.8M 1.52% 4.1M =
BEKE
KE Holdings Inc - ADR 45.6M 1.52% 2.5M =
RBOT
Vicarious Surgical Inc - Class A 38.9M 1.29% 2.6M +2.6M Newly Added
NIO
NIO Inc - ADR 38.4M 1.28% 1.1M =
API
Agora Inc - ADR 22.7M 0.75% 783.5K +783.5K Newly Added
BZ
Kanzhun Ltd - ADR 18.9M 0.62% 525.0K =
EM
Smart Share Global Ltd - ADR 15.0M 0.5% 4.5M =

Quarterly report: Q2 2021

Total value: $3.1B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
JD
JD.com Inc - ADR 519.2M 17% 6.5M +2.6M ↑67.94%
GDS
GDS Holdings Limited - ADR 418.3M 13.69% 5.3M +2.0M ↑61.39%
XPEV
XPeng Inc - ADR 355.4M 11.63% 8.0M -3.6M ↓31.21%
QFIN
360 DigiTech Inc - ADR 350.8M 11.48% 8.4M -772.6K ↓8.44%
LRCX
Lam Research Corp. 171.1M 5.6% 262.9K =
MU
Micron Technology Inc. 170.9M 5.59% 2.0M =
TSP
TuSimple Holdings Inc - Class A 151.1M 4.94% 2.1M +2.1M Newly Added
LI
Li Auto Inc - ADR 139.8M 4.57% 4.0M =
BEKE
KE Holdings Inc - ADR 119.2M 3.9% 2.5M =
YSG
Yatsen Holding Ltd - ADR 104.3M 3.41% 11.1M +7.6M ↑211.31%
HTHT
Huazhu Group Limited - ADR 96.3M 3.15% 1.8M =
DDL
Dingdong (Cayman) Ltd - ADR 84.9M 2.77% 2.2M +2.2M Newly Added
NIO
NIO Inc - ADR 57.4M 1.87% 1.1M -1000.0K ↓48.10%
NFH
New Frontier Health Corporation - Class A 45.6M 1.49% 4.1M =
DIDI
DiDi Global Inc - ADR 28.3M 0.92% 2.0M +2.0M Newly Added
EM
Smart Share Global Ltd - ADR 27.3M 0.89% 4.5M +4.5M Newly Added
BZ
Kanzhun Ltd - ADR 20.8M 0.68% 525.0K +525.0K Newly Added

Quarterly report: Q1 2021

Total value: $2.5B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
XPEV
XPeng Inc - ADR 424.6M 16.81% 11.6M =
JD
JD.com Inc - ADR 326.7M 12.93% 3.9M =
GDS
GDS Holdings Limited - ADR 267.8M 10.6% 3.3M =
QFIN
360 DigiTech Inc - ADR 238.2M 9.43% 9.2M =
MU
Micron Technology Inc. 177.4M 7.02% 2.0M =
LRCX
Lam Research Corp. 156.5M 6.19% 262.9K =
BEKE
KE Holdings Inc - ADR 142.4M 5.64% 2.5M =
PDD
Pinduoduo Inc - ADR 130.8M 5.17% 976.9K =
HTHT
Huazhu Group Limited - ADR 100.1M 3.96% 1.8M =
LI
Li Auto Inc - ADR 100.0M 3.95% 4.0M =
NIO
NIO Inc - ADR 81.0M 3.2% 2.1M =
NFH
New Frontier Health Corporation - Class A 46.1M 1.82% 4.1M =
YSG
Yatsen Holding Ltd - ADR 44.2M 1.74% 3.6M =
ZH
Zhihu Inc - ADR 31.6M 1.25% 3.9M =