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  Name: Aspex Management (HK) Ltd
  City: CENTRAL
  State: K3
  Zip: NA
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $3,699,727,000
  Total Value Change : $290,513,000
  Securities Held Change : 0
   
All Securities Held : 34
  New Positions : 6
  Closed Positions : 6
  Increased Positions : 7
  Unchanged Positions : 14
  Decreased Positions : 7

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Holdings Found : 7     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MRVL)1 Year Chart         MRVL Marvell Technology, Inc. 2 - $73.68 $385,422,000 5,437,664 10.42% 40,897,000 -274,900 0.664    N/A
   (MU)1 Year Chart         MU Micron Technology Inc 3 - $126.28 $309,719,000 2,627,189 8.37% -33,975,000 -1,400,159 0.237    Semiconductor - Memor...
   (DASH)1 Year Chart         DASH Doordash Inc 4 - $111.63 $274,497,000 1,993,155 7.42% -31,315,000 -1,099,291 0.554    N/A
   (LRCX)1 Year Chart         LRCX Lam Research Corp 6 - $965.77 $207,793,000 213,873 5.62% -2,110,000 -54,113 0.149    Semiconductor Equipme...
   (PDD)1 Year Chart         PDD Bloom Energy Corp 15 - $147.09 $75,605,000 650,365 2.04% -141,579,000 -834,046 0.096    N/A
   (EM)1 Year Chart         EM Smart Share Global American... 27 - $0.00 $858,000 1,305,503 0.02% -1,397,000 -3,194,497 0.615    N/A
   (YSG)1 Year Chart         YSG Yatsen Holding Adr 37 - $3.28 $0 2 0% -9,609,000 -13,134,538 0    N/A

      7 Records Found
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