Aspex Management (Hk) LTD Portfolio Holdings by Sector

Aspex Management (Hk) LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical SE PDD 2 stocks	$1.19 Million 29.42% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS 1 stocks	$748,760 18.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology YMM GRAB 2 stocks	$479,093 11.88% of portfolio	2	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services FUTU 1 stocks	$426,405 10.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive EDU 1 stocks	$312,018 7.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical NIO 1 stocks	$266,700 6.61% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH BIDU 2 stocks	$245,660 6.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services QFIN 1 stocks	$187,552 4.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials CRS 1 stocks	$136,215 3.38% of portfolio	1	-	1	-	0 Calls 0 Puts

Electronic Gaming & Multimedia \| Communication Services NTES 1 stocks	$22,442 0.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive RLX 1 stocks	$20,780 0.52% of portfolio	-	1	-	-	0 Calls 0 Puts

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