13F HOLDINGS REPORT
Aspex Management (HK) Ltd
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001768375-25-000007
Total Value
$4.6M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 5,180,898 | $828,633 | 18.01% |
| 2 | FUTU HLDGS LTD | FUTU | 3,393,307 | $419,379 | 9.11% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,746,681 | $395,606 | 8.60% |
| 4 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 6,981,188 | $376,635 | 8.19% |
| 5 | SYNOPSYS INC | SNPS | 645,895 | $331,137 | 7.20% |
| 6 | MARVELL TECHNOLOGY INC | MRVL | 4,195,561 | $324,736 | 7.06% |
| 7 | QIFU TECHNOLOGY INC | QFNHF | 6,612,366 | $286,712 | 6.23% |
| 8 | INTEL CORP | INTC | 12,398,919 | $277,736 | 6.04% |
| 9 | FULL TRUCK ALLIANCE CO LTD | YMM | 22,455,623 | $265,201 | 5.76% |
| 10 | TAL EDUCATION GROUP | TAL | 21,586,517 | $220,614 | 4.79% |
| 11 | DOORDASH INC | DASH | 724,740 | $178,656 | 3.88% |
| 12 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 5,314,881 | $172,787 | 3.76% |
| 13 | GDS HLDGS LTD | GDHLF | 4,406,949 | $134,720 | 2.93% |
| 14 | DECKERS OUTDOOR CORP | DECK | 1,198,917 | $123,572 | 2.69% |
| 15 | TRIP COM GROUP LTD | TRPCF | 1,491,643 | $87,470 | 1.90% |
| 16 | SEA LTD | SE | 30,000,000 | $53,414 | 1.16% |
| 17 | H WORLD GROUP LTD | HWLDF | 50,000,000 | $53,110 | 1.15% |
| 18 | RLX TECHNOLOGY INC | RLX | 12,123,409 | $26,793 | 0.58% |
| 19 | NETEASE INC | NETTF | 147,655 | $19,871 | 0.43% |
| 20 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 4,500,000 | $9,855 | 0.21% |
| 21 | PONY AI INC | PYAIF | 500,000 | $6,600 | 0.14% |
| 22 | PRENETICS GLOBAL LTD | PRENW | 346,150 | $2,947 | 0.06% |
| 23 | INTEL CORP | INTC | 8,257,638 | $2,681 | 0.06% |
| 24 | APPLE INC | AAPL | 2,525,702 | $1,025 | 0.02% |
| 25 | VICARIOUS SURGICAL INC | RBOTW | 86,666 | $650 | 0.01% |
| 26 | ISHARES TR | 464287953 | 2,968,782 | $561 | 0.01% |
| 27 | PRENETICS GLOBAL LTD | PRENW | 1,166,666 | $46 | 0.00% |
| 28 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 1,000,000 | $19 | 0.00% |