13F Portfolios

Aspex Management (HK) Ltd — MKS INC. MKSI: Quarterly 13F Position History

Aspex Management (HK) Ltd has reported MKS INC. (MKSI) on 1 13F-HR filing in Pactolio's tracked window, first appearing in Q1 2026. As of Q1 2026, the position is sized at 1,538,789 shares ($353.6M market value, 5.13% of the equity book).

Recent initiation: Aspex Management (HK) Ltd first reported MKSI on the Q1 2026 filing — fewer than three quarters of history are available.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 1 quarter

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 1,538,789 $353.6M 5.13% $229.81

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Aspex Management (HK) Ltd first disclose a MKSI position in 13F-HR filings?

Aspex Management (HK) Ltd first reported MKS INC. (MKSI) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 1 reported quarter within Pactolio's tracked window.

What was Aspex Management (HK) Ltd's most recent quarter-over-quarter share-count change in MKSI?

Aspex Management (HK) Ltd reported 1,538,789 shares of MKSI on the most recent 13F-HR filing (Q1 2026). Insufficient prior data for a quarter-over-quarter share-count comparison.

Does the implied price-per-share represent Aspex Management (HK) Ltd's cost basis in MKSI?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.