Aspex Management (HK) Ltd Buys XPeng Inc, KE Holdings Inc, Las Vegas Sands Corp, Sells Canada Goose Holdings Inc, Lam Research Corp, Sea

• New Purchases: XPEV, BEKE, LVS, NIO, MU, BNR, BZUN,
• Added Positions: QFIN, JD, HTHT,
• Reduced Positions: LRCX, GDS, VNET, ZTO,
• Sold Out: GOOS, SE, MLCO,

For the details of Aspex Management (HK) Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/aspex+management+%28hk%29+ltd/current-portfolio/portfolio

1. JD.com Inc (JD) - 4,052,006 shares, 21.98% of the total portfolio. Shares added by 8.21%
2. XPeng Inc (XPEV) - 10,379,425 shares, 14.56% of the total portfolio. New Position
3. GDS Holdings Ltd (GDS) - 2,400,494 shares, 13.73% of the total portfolio. Shares reduced by 10.04%
4. KE Holdings Inc (BEKE) - 2,112,941 shares, 9.05% of the total portfolio. New Position
5. Las Vegas Sands Corp (LVS) - 2,526,568 shares, 8.24% of the total portfolio. New Position

Aspex Management (HK) Ltd initiated holding in XPeng Inc. The purchase prices were between $17.45 and $22.79, with an estimated average price of $19.53. The stock is now traded at around $41.99. The impact to a portfolio due to this purchase was 14.56%. The holding were 10,379,425 shares as of .

Aspex Management (HK) Ltd initiated holding in KE Holdings Inc. The purchase prices were between $33 and $65.63, with an estimated average price of $49.82. The stock is now traded at around $72.53. The impact to a portfolio due to this purchase was 9.05%. The holding were 2,112,941 shares as of .

Aspex Management (HK) Ltd initiated holding in Las Vegas Sands Corp. The purchase prices were between $43.34 and $53.1, with an estimated average price of $47.83. The stock is now traded at around $58.28. The impact to a portfolio due to this purchase was 8.24%. The holding were 2,526,568 shares as of .

Aspex Management (HK) Ltd initiated holding in NIO Inc. The purchase prices were between $7.91 and $21.22, with an estimated average price of $15.35. The stock is now traded at around $44.56. The impact to a portfolio due to this purchase was 5.93%. The holding were 4,000,000 shares as of .

Aspex Management (HK) Ltd initiated holding in Micron Technology Inc. The purchase prices were between $42.66 and $52.64, with an estimated average price of $48.39. The stock is now traded at around $57.93. The impact to a portfolio due to this purchase was 4.85%. The holding were 1,476,725 shares as of .

Aspex Management (HK) Ltd initiated holding in Burning Rock Biotech Ltd. The purchase prices were between $19.07 and $29.61, with an estimated average price of $23.69. The stock is now traded at around $28.50. The impact to a portfolio due to this purchase was 0.51%. The holding were 292,418 shares as of .

Aspex Management (HK) Ltd added to a holding in 360 DigiTech Inc by 34.45%. The purchase prices were between $10.66 and $17.72, with an estimated average price of $12.97. The stock is now traded at around $12.95. The impact to a portfolio due to this purchase was 1.71%. The holding were 7,975,358 shares as of .

Aspex Management (HK) Ltd added to a holding in Huazhu Group Ltd by 68.47%. The purchase prices were between $32.82 and $46.16, with an estimated average price of $39.04. The stock is now traded at around $46.60. The impact to a portfolio due to this purchase was 0.8%. The holding were 650,000 shares as of .

Aspex Management (HK) Ltd sold out a holding in Canada Goose Holdings Inc. The sale prices were between $22.04 and $32.17, with an estimated average price of $24.61.

Aspex Management (HK) Ltd sold out a holding in Sea Ltd. The sale prices were between $107.12 and $161.8, with an estimated average price of $134.85.

Aspex Management (HK) Ltd sold out a holding in Melco Resorts and Entertainment Ltd. The sale prices were between $15.22 and $19.98, with an estimated average price of $17.73.