13F HOLDINGS REPORT
Aspex Management (HK) Ltd
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001768375-25-000001
Total Value
$3.7M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 4,895,815 | $519,446 | 14.04% |
| 2 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 7,454,906 | $478,456 | 12.93% |
| 3 | TERADYNE INC | TER | 3,234,842 | $407,331 | 11.01% |
| 4 | QIFU TECHNOLOGY INC | QFNHF | 6,371,808 | $244,550 | 6.61% |
| 5 | FUTU HLDGS LTD | FUTU | 2,885,929 | $230,845 | 6.24% |
| 6 | LI AUTO INC | LAAOF | 7,480,871 | $179,466 | 4.85% |
| 7 | FULL TRUCK ALLIANCE CO LTD | YMM | 15,208,627 | $164,557 | 4.45% |
| 8 | DOORDASH INC | DASH | 955,406 | $160,269 | 4.33% |
| 9 | TRIP COM GROUP LTD | TRPCF | 1,872,533 | $128,568 | 3.47% |
| 10 | MICRON TECHNOLOGY INC | MU | 1,504,939 | $126,656 | 3.42% |
| 11 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 4,510,636 | $121,291 | 3.28% |
| 12 | KE HLDGS INC | BEKE | 6,514,463 | $119,996 | 3.24% |
| 13 | GDS HLDGS LTD | GDHLF | 4,926,727 | $117,059 | 3.16% |
| 14 | TAL EDUCATION GROUP | TAL | 10,555,730 | $105,768 | 2.86% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 531,348 | $104,936 | 2.84% |
| 16 | JD.COM INC | JDCMF | 2,698,651 | $93,562 | 2.53% |
| 17 | E L F BEAUTY INC | ELF | 586,028 | $73,576 | 1.99% |
| 18 | H WORLD GROUP LTD | HWLDF | 50,000,000 | $53,238 | 1.44% |
| 19 | HDFC BANK LTD | HDB | 726,915 | $46,421 | 1.25% |
| 20 | SEA LTD | SE | 30,000,000 | $38,038 | 1.03% |
| 21 | PONY AI INC | PYAIF | 2,375,666 | $34,091 | 0.92% |
| 22 | EPAM SYS INC | EPAM | 130,904 | $30,608 | 0.83% |
| 23 | ENPHASE ENERGY INC | ENPH | 428,615 | $29,437 | 0.80% |
| 24 | IQIYI INC | IQ | 28,000,000 | $26,921 | 0.73% |
| 25 | RLX TECHNOLOGY INC | RLX | 12,123,409 | $26,187 | 0.71% |
| 26 | VNET GROUP INC | VNET | 2,964,552 | $14,052 | 0.38% |
| 27 | NETEASE INC | NETTF | 147,655 | $13,172 | 0.36% |
| 28 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 4,500,000 | $9,045 | 0.24% |
| 29 | PRENETICS GLOBAL LTD | PRENW | 346,150 | $2,008 | 0.05% |
| 30 | VICARIOUS SURGICAL INC | RBOTW | 86,666 | $1,141 | 0.03% |
| 31 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 1,000,000 | $40 | 0.00% |
| 32 | PRENETICS GLOBAL LTD | PRENW | 1,166,666 | $9 | 0.00% |