Aspex Management (HK) Ltd
- SEC CIK
- 0001768375
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 29
- +4 vs. Q1 2022
- Portfolio value
- $3.96B
- +$1.51B (+61.7%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JDJD.com, Inc. | SPON ADS CL A | 6,640,592 | $426.5M | 10.8% | +920,000+16.1% | Added | History |
| DASHDoorDash, Inc. | Stock | 5,616,072 | $360.4M | 9.1% | +4,887,515+670.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,750,138 | $306.6M | 7.7% | +2,200,000+141.9% | Added | History |
| SESea Ltd | SPONSORD ADS | 4,566,813 | $305.3M | 7.7% | +2,931,088+179.2% | Added | History |
| XPEVXpeng Inc. | ADS | 9,381,675 | $297.8M | 7.5% | −200,600−2.1% | Reduced | History |
| LILi Auto Inc. | SPONSORED ADS | 7,245,410 | $277.6M | 7.0% | +1,245,410+20.8% | Added | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 8,052,216 | $268.9M | 6.8% | +278,857+3.6% | Added | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 14,499,382 | $260.3M | 6.6% | +2,500,000+20.8% | Added | History |
| LRCXLam Research Corp | COM | 580,000 | $247.2M | 6.2% | +510,000+728.6% | Added | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 4,585,145 | $239.4M | 6.0% | +1,585,145+52.8% | Added | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 10,956,676 | $189.6M | 4.8% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 884,848 | $134.1M | 3.4% | +884,848 | New | History |
| LVSLas Vegas Sands Corp | COM | 3,647,483 | $122.5M | 3.1% | +3,647,483 | New | History |
| NIONIO Inc. | ADR | 4,113,800 | $89.4M | 2.3% | +4,113,800 | New | History |
| MUMicron Technology Inc | Stock | 1,442,713 | $79.8M | 2.0% | +165,088+12.9% | Added | History |
| TSLATesla, Inc. | Stock | 99,238 | $66.8M | 1.7% | +99,238 | New | History |
| iQIYI, Inc.46267XAD0 | NOTE 2.000% 4/0 | 80,700,000 | $65.3M | 1.6% | 00.0% | Unchanged | – |
| Huazhu Group Ltd44332NAB2 | NOTE 3.000% 5/0 | 50,000,000 | $59.2M | 1.5% | 00.0% | Unchanged | – |
| Sea Ltd81141RAF7 | NOTE 2.375%12/0 | 30,000,000 | $33.2M | 0.8% | 00.0% | Unchanged | – |
| BZKanzhun Ltd | SPONSORED ADS | 1,208,900 | $31.8M | 0.8% | +8,900+0.7% | Added | History |
| PREPrenetics Global Ltd | CLASS A ORD | 5,192,250 | $21.0M | 0.5% | +5,192,250 | New | History |
| YSGYatsen Holding Ltd | ADS | 13,134,540 | $20.4M | 0.5% | 00.0% | Unchanged | History |
| TSPHTuSimple Holdings Inc. | CL A | 2,421,626 | $17.5M | 0.4% | 00.0% | Unchanged | History |
| Momo Inc60879BAB3 | NOTE 1.250% 7/0 | 14,000,000 | $12.9M | 0.3% | 00.0% | Unchanged | – |
| VNET Group, Inc.90138VAB3 | NOTE 2/0 | 15,000,000 | $12.2M | 0.3% | +15,000,000 | New | – |
| RBOTVicarious Surgical Inc. | COM CL A | 2,600,000 | $7.64M | 0.2% | 00.0% | Unchanged | History |
| Smart SH Global Ltd ADS83193E102 | ADR | 4,500,000 | $5.00M | 0.1% | 00.0% | Unchanged | – |
| DDLDingdong (Cayman) Ltd | ADS | 763,120 | $4.22M | 0.1% | −1,251,666−62.1% | Reduced | History |
| PRENWPrenetics Global Ltd | *W EXP 05/18/202 | 1,166,666 | $344.0K | <0.1% | +1,166,666 | New | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| AAPLApple Inc. | Stock | $28.5M | – |
Sold out since Q1 2022 (3)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 4,199,851 | $105.0M | 4.3% | History |
| Artisan Acquisition CorpG0509L110 | UNIT 03/26/2026 | 1,250,000 | $12.4M | 0.5% | – |
| Magnum Opus Acquisition LtdG5S70A120 | UNIT 06/03/2026 | 991,394 | $10.3M | 0.4% | – |