Aspex Management (HK) Ltd
27 holdingsFiling period: 2026-06-30Current AUM: $7.76Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNPS | Synopsys Inc | 3.11M | $1.39B | $1.53B | 19.67% | +442.1K | 2026-06-30 |
| 2 | QCOM | Qualcomm Inc | 6.36M | $1.18B | $1.18B | 15.20% | -- | 2026-06-30 |
| 3 | MKSI | Mks Inc. | 1.82M | $809.7M | $393.5M | 5.07% | +281.7K | 2026-06-30 |
| 4 | CRWV | Coreweave Inc | 7.96M | $792.4M | $483.5M | 6.23% | +862.7K | 2026-06-30 |
| 5 | CVNA | Carvana Co | 10.89M | $716.9M | $744.0M | 9.59% | +9.07M | 2026-06-30 |
| 6 | CPNG | Coupang Inc | 38.03M | $660.6M | $554.1M | 7.14% | +21.99M | 2026-06-30 |
| 7 | SE | Sea Ltd | 4.87M | $466.7M | $372.8M | 4.80% | -- | 2026-06-30 |
| 8 | FUTU | Futu Hldgs Ltd | 4.57M | $428.6M | $464.0M | 5.98% | -- | 2026-06-30 |
| 9 | GLW | Corning Inc | 1.48M | $377.4M | $190.4M | 2.45% | -1,067,324 | 2026-06-30 |
| 10 | TER | Teradyne Inc | 631.9K | $305.8M | $187.2M | 2.41% | +125.9K | 2026-06-30 |
| 11 | — | Amer Sports Inc | 8.27M | $279.8M | $279.8M | 3.61% | -- | 2026-06-30 |
| 12 | — | Innio NV | 6.85M | $271.0M | $271.0M | 3.49% | -- | 2026-06-30 |
| 13 | — | NU Hldgs Ltd | 16.29M | $217.6M | $217.6M | 2.80% | -- | 2026-06-30 |
| 14 | EDU | New Oriental ED & Technology | 4.52M | $207.7M | $222.1M | 2.86% | -9,091 | 2026-06-30 |
| 15 | — | Grab Holdings Limited | 54.33M | $204.8M | $204.8M | 2.64% | -4,970,000 | 2026-06-30 |
| 16 | F | Ford Mtr Co | 11.89M | $165.3M | $146.9M | 1.89% | -- | 2026-06-30 |
| 17 | QFIN | Qfin Holdings Inc | 6.42M | $101.5M | $33.8M | 0.44% | -- | 2026-06-30 |
| 18 | TCOM | Trip.com Group Ltd | 2.33M | $92.8M | $89.8M | 1.16% | -- | 2026-06-30 |
| 19 | LITE | Lumentum Hldgs Inc | 87.2K | $74.9M | $80.2M | 1.03% | -116,705 | 2026-06-30 |
| 20 | NIO | Nio Inc | 13.14M | $66.5M | $43.6M | 0.56% | -- | 2026-06-30 |
| 21 | PONY | Pony AI Inc | 4.14M | $28.8M | $20.4M | 0.26% | -- | 2026-06-30 |
| 22 | NTES | Netease Inc | 147.7K | $18.9M | $16.6M | 0.21% | -- | 2026-06-30 |
| 23 | QCOM | Qualcomm Inc | 1.60M | $18.0M | $18.0M | 0.23% | -- | 2026-06-30 |
| 24 | RLX | Rlx Technology Inc | 7.90M | $15.0M | $12.6M | 0.16% | -- | 2026-06-30 |
| 25 | — | Lanvin Group Holdings Limite | 4.49M | $6.6M | $6.6M | 0.08% | -8,314 | 2026-06-30 |
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