Aspex Management (hk) Ltd 13F annual report

Aspex Management (hk) Ltd is an investment fund managing more than $3.34 billion ran by Fong, Bonnie. There are currently 25 companies in Bonnie’s portfolio. The largest investments include Alibaba Group Hldg Ltd and DoorDash Inc, together worth $871 million.

$3.34 billion Assets Under Management (AUM)

As of 7th August 2023, Aspex Management (hk) Ltd’s top holding is 5,614,351 shares of Alibaba Group Hldg Ltd currently worth over $468 million and making up 14.0% of the portfolio value. In addition, the fund holds 5,277,538 shares of DoorDash Inc worth $403 million, whose value grew 28.5% in the past six months. The third-largest holding is Sea Ltd worth $339 million and the next is Lam Research worth $328 million, with 510,935 shares owned.

Currently, Aspex Management (hk) Ltd's portfolio is worth at least $3.34 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Aspex Management (hk) Ltd

The Aspex Management (hk) Ltd office and employees reside in Central, Hong Kong. According to the last 13-F report filed with the SEC, Fong, Bonnie serves as the Authorized Signatory at Aspex Management (hk) Ltd.

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