13F HOLDINGS REPORT
Aspex Management (HK) Ltd
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001768375-23-000013
Total Value
$3.4M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 5,614,351 | $467,956 | 13.61% |
| 2 | DOORDASH INC | DASH | 5,277,538 | $403,309 | 11.73% |
| 3 | SEA LTD | SE | 5,846,284 | $339,318 | 9.87% |
| 4 | LAM RESEARCH CORP | LRCX | 510,935 | $328,460 | 9.55% |
| 5 | NVIDIA CORPORATION | NVDA | 553,645 | $234,203 | 6.81% |
| 6 | LI AUTO INC | LAAOF | 5,925,694 | $207,992 | 6.05% |
| 7 | FUTU HLDGS LTD | FUTU | 4,520,281 | $179,636 | 5.22% |
| 8 | MICRON TECHNOLOGY INC | MU | 2,757,341 | $174,016 | 5.06% |
| 9 | KE HLDGS INC | BEKE | 10,383,492 | $154,195 | 4.48% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 1,318,263 | $150,163 | 4.37% |
| 11 | QIFU TECHNOLOGY INC | QFNHF | 8,630,765 | $149,140 | 4.34% |
| 12 | MARVELL TECHNOLOGY INC | MRVL | 2,459,543 | $147,031 | 4.28% |
| 13 | JD.COM INC | JDCMF | 3,644,818 | $124,398 | 3.62% |
| 14 | GDS HLDGS LTD | GDHLF | 8,773,031 | $96,416 | 2.80% |
| 15 | KANZHUN LIMITED | BZ | 4,821,520 | $72,564 | 2.11% |
| 16 | H WORLD GROUP LTD | HWLDF | 50,000,000 | $56,871 | 1.65% |
| 17 | SEA LTD | SE | 30,000,000 | $30,440 | 0.89% |
| 18 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 707,606 | $27,943 | 0.81% |
| 19 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 4,500,000 | $21,690 | 0.63% |
| 20 | H WORLD GROUP LTD | HWLDF | 382,370 | $14,828 | 0.43% |
| 21 | YATSEN HLDG LTD | YSG | 13,134,540 | $13,266 | 0.39% |
| 22 | VNET GROUP INC | VNET | 15,000,000 | $11,539 | 0.34% |
| 23 | VNET GROUP INC | VNET | 2,964,552 | $8,597 | 0.25% |
| 24 | RLX TECHNOLOGY INC | RLX | 4,825,765 | $8,542 | 0.25% |
| 25 | VICARIOUS SURGICAL INC | RBOTW | 2,600,000 | $4,758 | 0.14% |
| 26 | PRENETICS GLOBAL LTD | PRENW | 5,192,250 | $4,621 | 0.13% |
| 27 | SMART SH GLOBAL LTD | 83193E102 | 4,500,000 | $4,388 | 0.13% |
| 28 | HESAI GROUP | HSIGF | 200,000 | $2,106 | 0.06% |
| 29 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 1,000,000 | $311 | 0.01% |
| 30 | PRENETICS GLOBAL LTD | PRENW | 1,166,666 | $95 | 0.00% |