13F HOLDINGS REPORT
Aspex Management (HK) Ltd
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001768375-24-000015
Total Value
$3.8M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 4,956,482 | $467,297 | 12.37% |
| 2 | FUTU HLDGS LTD | FUTU | 4,553,023 | $435,497 | 11.53% |
| 3 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 4,753,340 | $360,493 | 9.54% |
| 4 | TERADYNE INC | TER | 2,387,433 | $319,749 | 8.47% |
| 5 | NVIDIA CORPORATION | NVDA | 2,537,119 | $308,108 | 8.16% |
| 6 | LI AUTO INC | LAAOF | 10,643,926 | $273,017 | 7.23% |
| 7 | DOORDASH INC | DASH | 1,436,230 | $204,993 | 5.43% |
| 8 | MARVELL TECHNOLOGY INC | MRVL | 2,689,228 | $193,947 | 5.14% |
| 9 | QIFU TECHNOLOGY INC | QFNHF | 5,723,720 | $170,624 | 4.52% |
| 10 | TRIP COM GROUP LTD | TRPCF | 2,169,975 | $128,962 | 3.41% |
| 11 | TAL EDUCATION GROUP | TAL | 10,555,730 | $124,980 | 3.31% |
| 12 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 4,510,636 | $117,006 | 3.10% |
| 13 | MICRON TECHNOLOGY INC | MU | 1,123,393 | $116,507 | 3.08% |
| 14 | ALIBABA GROUP HLDG LTD | BBAAY | 1,093,054 | $115,995 | 3.07% |
| 15 | TENCENT MUSIC ENTMT GROUP | XHLD | 7,575,837 | $91,289 | 2.42% |
| 16 | GDS HLDGS LTD | GDHLF | 4,004,018 | $81,682 | 2.16% |
| 17 | H WORLD GROUP LTD | HWLDF | 50,000,000 | $58,264 | 1.54% |
| 18 | ENPHASE ENERGY INC | ENPH | 428,615 | $48,442 | 1.28% |
| 19 | HDFC BANK LTD | HDB | 726,915 | $45,476 | 1.20% |
| 20 | SEA LTD | SE | 30,000,000 | $35,675 | 0.94% |
| 21 | IQIYI INC | IQ | 28,000,000 | $26,818 | 0.71% |
| 22 | RLX TECHNOLOGY INC | RLX | 12,123,409 | $21,943 | 0.58% |
| 23 | VNET GROUP INC | VNET | 2,964,552 | $12,095 | 0.32% |
| 24 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 4,500,000 | $7,695 | 0.20% |
| 25 | KANZHUN LIMITED | BZ | 285,300 | $4,953 | 0.13% |
| 26 | WEBTOON ENTMT INC | 94845U105 | 300,000 | $3,432 | 0.09% |
| 27 | PRENETICS GLOBAL LTD | PRENW | 346,150 | $1,385 | 0.04% |
| 28 | VICARIOUS SURGICAL INC | RBOTW | 86,666 | $492 | 0.01% |
| 29 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 1,000,000 | $26 | 0.00% |
| 30 | PRENETICS GLOBAL LTD | PRENW | 1,166,666 | $13 | 0.00% |