Aspex Management (Hk) LTD Portfolio Holdings by Sector

Aspex Management (Hk) LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology TSM MRVL INTC 3 stocks	$998,078 23.22% of portfolio	2	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical SE 1 stocks	$828,633 19.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive EDU TAL 2 stocks	$597,249 13.9% of portfolio	2	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services FUTU 1 stocks	$419,379 9.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS 1 stocks	$331,137 7.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services QFIN 1 stocks	$286,712 6.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology YMM 1 stocks	$265,201 6.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH 1 stocks	$178,656 4.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$134,720 3.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical DECK 1 stocks	$123,572 2.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TCOM 1 stocks	$87,470 2.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive RLX 1 stocks	$26,793 0.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services NTES 1 stocks	$19,871 0.46% of portfolio	-	-	-	-	0 Calls 0 Puts

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