13F HOLDINGS REPORT
Aspex Management (HK) Ltd
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001768375-23-000014
Total Value
$3.2M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 5,300,316 | $459,749 | 14.15% |
| 2 | DOORDASH INC | DASH | 3,934,446 | $312,670 | 9.62% |
| 3 | NVIDIA CORPORATION | NVDA | 679,334 | $295,503 | 9.09% |
| 4 | MICRON TECHNOLOGY INC | MU | 4,027,348 | $273,980 | 8.43% |
| 5 | SEA LTD | SE | 5,986,884 | $263,124 | 8.10% |
| 6 | ADVANCED MICRO DEVICES INC | AMD | 2,266,109 | $233,001 | 7.17% |
| 7 | LI AUTO INC | LAAOF | 5,222,387 | $186,178 | 5.73% |
| 8 | LAM RESEARCH CORP | LRCX | 282,871 | $177,295 | 5.46% |
| 9 | FUTU HLDGS LTD | FUTU | 2,647,181 | $153,034 | 4.71% |
| 10 | MARVELL TECHNOLOGY INC | MRVL | 2,803,652 | $151,762 | 4.67% |
| 11 | QIFU TECHNOLOGY INC | QFNHF | 8,630,765 | $132,569 | 4.08% |
| 12 | PDD HOLDINGS INC | PDD | 1,134,411 | $111,252 | 3.42% |
| 13 | GDS HLDGS LTD | GDHLF | 8,773,031 | $96,065 | 2.96% |
| 14 | FREEPORT-MCMORAN INC | FCX | 2,521,903 | $94,042 | 2.89% |
| 15 | KE HLDGS INC | BEKE | 4,610,000 | $71,547 | 2.20% |
| 16 | H WORLD GROUP LTD | HWLDF | 50,000,000 | $57,905 | 1.78% |
| 17 | KANZHUN LIMITED | BZ | 2,821,520 | $42,802 | 1.32% |
| 18 | SEA LTD | SE | 30,000,000 | $28,684 | 0.88% |
| 19 | GRAB HOLDINGS LIMITED | GRABW | 8,000,000 | $28,320 | 0.87% |
| 20 | RLX TECHNOLOGY INC | RLX | 12,123,409 | $18,306 | 0.56% |
| 21 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 4,500,000 | $18,225 | 0.56% |
| 22 | YATSEN HLDG LTD | YSG | 13,134,540 | $13,135 | 0.40% |
| 23 | VNET GROUP INC | VNET | 15,000,000 | $11,795 | 0.36% |
| 24 | VNET GROUP INC | VNET | 2,964,552 | $9,279 | 0.29% |
| 25 | SMART SH GLOBAL LTD | 83193E102 | 4,500,000 | $3,400 | 0.10% |
| 26 | PRENETICS GLOBAL LTD | PRENW | 5,192,250 | $2,518 | 0.08% |
| 27 | HESAI GROUP | HSIGF | 200,000 | $2,000 | 0.06% |
| 28 | VICARIOUS SURGICAL INC | RBOTW | 2,600,000 | $1,536 | 0.05% |
| 29 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 1,000,000 | $185 | 0.01% |
| 30 | PRENETICS GLOBAL LTD | PRENW | 1,166,666 | $47 | 0.00% |