13F HOLDINGS REPORT
Aspex Management (HK) Ltd
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001768375-25-000006
Total Value
$3.9M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 5,848,206 | $763,132 | 19.62% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,382,650 | $395,520 | 10.17% |
| 3 | FUTU HLDGS LTD | FUTU | 2,802,225 | $286,808 | 7.37% |
| 4 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 5,874,472 | $280,859 | 7.22% |
| 5 | QIFU TECHNOLOGY INC | QFNHF | 5,065,054 | $227,472 | 5.85% |
| 6 | FULL TRUCK ALLIANCE CO LTD | YMM | 15,208,627 | $194,214 | 4.99% |
| 7 | TAL EDUCATION GROUP | TAL | 14,197,819 | $187,553 | 4.82% |
| 8 | DECKERS OUTDOOR CORP | DECK | 1,625,641 | $181,763 | 4.67% |
| 9 | MICRON TECHNOLOGY INC | MU | 2,020,350 | $175,548 | 4.51% |
| 10 | INTEL CORP | INTC | 6,804,813 | $154,537 | 3.97% |
| 11 | CADENCE DESIGN SYSTEM INC | CDNS | 569,333 | $144,798 | 3.72% |
| 12 | SYNOPSYS INC | SNPS | 313,531 | $134,458 | 3.46% |
| 13 | DOORDASH INC | DASH | 724,740 | $132,461 | 3.41% |
| 14 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 4,510,636 | $127,877 | 3.29% |
| 15 | KE HLDGS INC | BEKE | 5,126,453 | $102,990 | 2.65% |
| 16 | TRIP COM GROUP LTD | TRPCF | 1,491,643 | $94,839 | 2.44% |
| 17 | GDS HLDGS LTD | GDHLF | 3,009,876 | $76,240 | 1.96% |
| 18 | H WORLD GROUP LTD | HWLDF | 50,000,000 | $55,456 | 1.43% |
| 19 | SEA LTD | SE | 30,000,000 | $44,023 | 1.13% |
| 20 | FLUTTER ENTMT PLC | G3643J108 | 104,210 | $23,088 | 0.59% |
| 21 | RLX TECHNOLOGY INC | RLX | 12,123,409 | $22,792 | 0.59% |
| 22 | PONY AI INC | PYAIF | 2,375,666 | $20,953 | 0.54% |
| 23 | INTEL CORP | INTC | 12,542,058 | $17,823 | 0.46% |
| 24 | LI AUTO INC | LAAOF | 643,708 | $16,221 | 0.42% |
| 25 | NETEASE INC | NETTF | 147,655 | $15,197 | 0.39% |
| 26 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 4,500,000 | $10,800 | 0.28% |
| 27 | PRENETICS GLOBAL LTD | PRENW | 346,150 | $1,357 | 0.03% |
| 28 | VICARIOUS SURGICAL INC | RBOTW | 86,666 | $569 | 0.01% |
| 29 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 1,000,000 | $20 | 0.00% |
| 30 | PRENETICS GLOBAL LTD | PRENW | 1,166,666 | $12 | 0.00% |