Aspex Management (HK) Ltd
- SEC CIK
- 0001768375
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 21
- No 13F data for Q4 2020
- Portfolio value
- $2.53B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPEVXpeng Inc. | ADS | 11,629,425 | $424.6M | 16.8% | – | – | History |
| JDJD.com, Inc. | SPON ADS CL A | 3,873,792 | $326.7M | 12.9% | – | – | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 3,302,293 | $267.8M | 10.6% | – | – | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 9,157,633 | $238.2M | 9.4% | – | – | History |
| MUMicron Technology Inc | Stock | 2,011,217 | $177.4M | 7.0% | – | – | History |
| LRCXLam Research Corp | COM | 262,907 | $156.5M | 6.2% | – | – | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 2,500,000 | $142.4M | 5.6% | – | – | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 976,900 | $130.8M | 5.2% | – | – | History |
| HTHTH World Group Ltd | SPONSORED ADS | 1,823,523 | $100.1M | 4.0% | – | – | History |
| LILi Auto Inc. | SPONSORED ADS | 4,000,000 | $100.0M | 4.0% | – | – | History |
| NIONIO Inc. | ADR | 2,079,000 | $81.0M | 3.2% | – | – | History |
| Sea LtdG7948TAE9 | DEBT 2.375%12/0 | 30,000,000 | $76.7M | 3.0% | – | – | – |
| iQIYI, Inc.46267XAD0 | NOTE 2.000% 4/0 | 80,700,000 | $74.6M | 3.0% | – | – | – |
| Huazhu Group LtdG46587AA2 | BOND | 50,000,000 | $73.6M | 2.9% | – | – | – |
| New Frontier Health CorpG6461G106 | ORD SHS | 4,081,250 | $46.1M | 1.8% | – | – | – |
| YSGYatsen Holding Ltd | ADS | 3,576,685 | $44.2M | 1.7% | – | – | History |
| ZHZhihu Inc. | ADS | 3,900,000 | $31.6M | 1.3% | – | – | History |
| Momo Inc60879BAB3 | NOTE 1.250% 7/0 | 14,000,000 | $12.3M | 0.5% | – | – | – |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 762,670 | $10.7M | 0.4% | – | – | History |
| Magnum Opus Acquisition LtdG5S70A120 | UNIT 06/03/2026 | 991,394 | $9.80M | 0.4% | – | – | – |
| New Frontier Health CorpG6461G114 | *W EXP 11/30/202 | 162,500 | $380.0K | <0.1% | – | – | – |