13F HOLDINGS REPORT
Aspex Management (HK) Ltd
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001768375-24-000012
Total Value
$4.7M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MARVELL TECHNOLOGY INC | MRVL | 5,680,656 | $397,078 | 8.48% |
| 2 | TERADYNE INC | TER | 2,140,519 | $317,418 | 6.78% |
| 3 | SEA LTD | SE | 4,282,103 | $305,828 | 6.53% |
| 4 | FUTU HLDGS LTD | FUTU | 4,444,804 | $291,601 | 6.23% |
| 5 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 3,239,700 | $251,822 | 5.38% |
| 6 | DELL TECHNOLOGIES INC | DELL | 1,746,643 | $240,880 | 5.15% |
| 7 | DOORDASH INC | DASH | 2,045,852 | $222,548 | 4.75% |
| 8 | PDD HOLDINGS INC | PDD | 1,531,867 | $203,662 | 4.35% |
| 9 | LAS VEGAS SANDS CORP | LVS | 4,491,788 | $198,762 | 4.25% |
| 10 | LAM RESEARCH CORP | LRCX | 184,961 | $196,956 | 4.21% |
| 11 | NETEASE INC | NETTF | 1,994,434 | $190,628 | 4.07% |
| 12 | TENCENT MUSIC ENTMT GROUP | XHLD | 13,474,261 | $189,313 | 4.04% |
| 13 | MICRON TECHNOLOGY INC | MU | 1,360,673 | $178,969 | 3.82% |
| 14 | QIFU TECHNOLOGY INC | QFNHF | 7,905,491 | $155,975 | 3.33% |
| 15 | WESTERN DIGITAL CORP. | WDC | 2,043,922 | $154,868 | 3.31% |
| 16 | QUALCOMM INC | QCOM | 773,445 | $154,055 | 3.29% |
| 17 | LI AUTO INC | LAAOF | 6,865,463 | $122,754 | 2.62% |
| 18 | FREEPORT-MCMORAN INC | FCX | 2,521,903 | $122,564 | 2.62% |
| 19 | TAL EDUCATION GROUP | TAL | 11,351,592 | $121,121 | 2.59% |
| 20 | ZTO EXPRESS CAYMAN INC | ZTOEF | 5,215,204 | $108,215 | 2.31% |
| 21 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 5,500,687 | $100,938 | 2.16% |
| 22 | GDS HLDGS LTD | GDHLF | 8,773,031 | $81,501 | 1.74% |
| 23 | MAPLEBEAR INC | CART | 2,439,507 | $78,406 | 1.67% |
| 24 | H WORLD GROUP LTD | HWLDF | 50,000,000 | $53,177 | 1.14% |
| 25 | KANZHUN LIMITED | BZ | 2,821,520 | $53,073 | 1.13% |
| 26 | HDFC BANK LTD | HDB | 726,915 | $46,762 | 1.00% |
| 27 | JD.COM INC | JDCMF | 1,474,715 | $38,107 | 0.81% |
| 28 | SEA LTD | SE | 30,000,000 | $32,001 | 0.68% |
| 29 | IQIYI INC | IQ | 28,000,000 | $26,317 | 0.56% |
| 30 | RLX TECHNOLOGY INC | RLX | 12,123,409 | $22,307 | 0.48% |
| 31 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 4,500,000 | $8,055 | 0.17% |
| 32 | WEBTOON ENTMT INC | 94845U105 | 300,000 | $6,849 | 0.15% |
| 33 | VNET GROUP INC | VNET | 2,964,552 | $6,211 | 0.13% |
| 34 | PRENETICS GLOBAL LTD | PRENW | 346,150 | $2,049 | 0.04% |
| 35 | VICARIOUS SURGICAL INC | RBOTW | 86,666 | $509 | 0.01% |
| 36 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 1,000,000 | $33 | 0.00% |
| 37 | PRENETICS GLOBAL LTD | PRENW | 1,166,666 | $16 | 0.00% |