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Aspex Management (HK) Ltd 13F holdings

Filed 2026-08-14 · Aspex Management (HK) Ltd · 28 positions · $8.9B

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TickerCompanySharesValue% of portfolio
SNPSSYNOPSYS INC3.1M$1.4B15.6%
QCOMQUALCOMM INC6.4M$1.2B13.2%
MKSIMKS INC.1.8M$809.7M9.1%
CRWVCOREWEAVE INC8.0M$792.4M8.9%
CVNACARVANA CO10.9M$716.9M8.1%
CPNGCOUPANG INC38.0M$660.6M7.4%
SESEA LTD4.9M$466.7M5.2%
FUTUFUTU HLDGS LTD4.6M$428.6M4.8%
GLWCORNING INC1.5M$377.4M4.2%
TERTERADYNE INC631.9K$305.8M3.4%
—AMER SPORTS INC8.3M$279.8M3.1%
—INNIO NV6.9M$271.0M3.0%
NUNU HLDGS LTD16.3M$217.6M2.4%
EDUNEW ORIENTAL ED & TECHNOLOGY4.5M$207.7M2.3%
—GRAB HOLDINGS LIMITED54.3M$204.8M2.3%
FFORD MTR CO11.9M$165.3M1.9%
QFINQFIN HOLDINGS INC6.4M$101.5M1.1%
TCOMTRIP COM GROUP LTD2.3M$92.8M1.0%
LITELUMENTUM HLDGS INC87.2K$74.9M0.8%
NIONIO INC13.1M$66.5M0.7%
PONYPONY AI INC4.1M$28.8M0.3%
NTESNETEASE INC147.7K$18.9M0.2%
—QUALCOMM INC1.6M$18.0M0.2%
RLXRLX TECHNOLOGY INC7.9M$15.0M0.2%
—LANVIN GROUP HOLDINGS LIMITE4.5M$6.6M0.1%
—GRAB HOLDINGS LIMITED9.4M$285,0000.0%
—GRAB HOLDINGS LIMITED20.1M$20,0000.0%
—PRENETICS GLOBAL LTD1.2M$15,0000.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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