13F HOLDINGS REPORT
Aspex Management (HK) Ltd
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001768375-24-000008
Total Value
$3.7M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 7,428,729 | $398,997 | 10.68% |
| 2 | MARVELL TECHNOLOGY INC | MRVL | 5,437,664 | $385,422 | 10.31% |
| 3 | MICRON TECHNOLOGY INC | MU | 2,627,189 | $309,719 | 8.29% |
| 4 | DOORDASH INC | DASH | 1,993,155 | $274,497 | 7.34% |
| 5 | FUTU HLDGS LTD | FUTU | 4,310,828 | $233,431 | 6.25% |
| 6 | LAM RESEARCH CORP | LRCX | 213,873 | $207,793 | 5.56% |
| 7 | TENCENT MUSIC ENTMT GROUP | XHLD | 18,013,636 | $201,573 | 5.39% |
| 8 | TERADYNE INC | TER | 1,759,634 | $198,540 | 5.31% |
| 9 | QUALCOMM INC | QCOM | 1,129,935 | $191,298 | 5.12% |
| 10 | QIFU TECHNOLOGY INC | QFNHF | 8,630,765 | $159,065 | 4.26% |
| 11 | NETEASE INC | NETTF | 1,503,704 | $155,588 | 4.16% |
| 12 | LAS VEGAS SANDS CORP | LVS | 2,754,579 | $142,412 | 3.81% |
| 13 | ZTO EXPRESS CAYMAN INC | ZTOEF | 6,703,016 | $140,361 | 3.76% |
| 14 | FREEPORT-MCMORAN INC | FCX | 2,521,903 | $118,580 | 3.17% |
| 15 | PDD HOLDINGS INC | PDD | 650,365 | $75,605 | 2.02% |
| 16 | DELL TECHNOLOGIES INC | DELL | 597,097 | $68,135 | 1.82% |
| 17 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 3,525,000 | $63,239 | 1.69% |
| 18 | GDS HLDGS LTD | GDHLF | 8,773,031 | $58,341 | 1.56% |
| 19 | H WORLD GROUP LTD | HWLDF | 50,000,000 | $57,625 | 1.54% |
| 20 | COHERENT CORP | COHR | 893,553 | $54,167 | 1.45% |
| 21 | KANZHUN LIMITED | BZ | 2,821,520 | $49,461 | 1.32% |
| 22 | LI AUTO INC | LAAOF | 1,300,000 | $39,364 | 1.05% |
| 23 | MAPLEBEAR INC | CART | 3,791,253 | $37,770 | 1.01% |
| 24 | SEA LTD | SE | 30,000,000 | $30,286 | 0.81% |
| 25 | IQIYI INC | IQ | 28,000,000 | $26,440 | 0.71% |
| 26 | RLX TECHNOLOGY INC | RLX | 12,123,409 | $23,277 | 0.62% |
| 27 | HDFC BANK LTD | HDB | 400,665 | $22,425 | 0.60% |
| 28 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 4,500,000 | $6,390 | 0.17% |
| 29 | VNET GROUP INC | VNET | 2,964,552 | $4,595 | 0.12% |
| 30 | PRENETICS GLOBAL LTD | PRENW | 346,150 | $1,402 | 0.04% |
| 31 | SMART SH GLOBAL LTD | 83193E102 | 1,305,503 | $858 | 0.02% |
| 32 | VICARIOUS SURGICAL INC | RBOTW | 2,600,000 | $784 | 0.02% |
| 33 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 1,000,000 | $50 | 0.00% |
| 34 | PRENETICS GLOBAL LTD | PRENW | 1,166,666 | $7 | 0.00% |
| 35 | YATSEN HLDG LTD | YSG | 2 | $0 | 0.00% |