13F HOLDINGS REPORT
Aspex Management (HK) Ltd
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001768375-25-000010
Total Value
$4.7M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 4,291,369 | $766,996 | 16.24% |
| 2 | SYNOPSYS INC | SNPS | 1,517,582 | $748,760 | 15.85% |
| 3 | FUTU HLDGS LTD | FUTU | 2,451,873 | $426,405 | 9.03% |
| 4 | PDD HOLDINGS INC | PDD | 3,172,333 | $419,287 | 8.88% |
| 5 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 5,879,363 | $312,018 | 6.61% |
| 6 | FULL TRUCK ALLIANCE CO LTD | YMM | 23,763,953 | $308,218 | 6.52% |
| 7 | NIO INC | NIOIF | 35,000,000 | $266,700 | 5.65% |
| 8 | AMER SPORTS INC | AS | 5,935,091 | $206,244 | 4.37% |
| 9 | DOORDASH INC | DASH | 724,740 | $197,122 | 4.17% |
| 10 | QIFU TECHNOLOGY INC | QFNHF | 6,516,734 | $187,552 | 3.97% |
| 11 | GRAB HOLDINGS LIMITED | GRABW | 28,384,511 | $170,875 | 3.62% |
| 12 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 4,428,783 | $166,478 | 3.52% |
| 13 | CARPENTER TECHNOLOGY CORP | CRS | 554,758 | $136,215 | 2.88% |
| 14 | PONY AI INC | PYAIF | 4,140,447 | $93,119 | 1.97% |
| 15 | SEA LTD | SE | 30,000,000 | $59,051 | 1.25% |
| 16 | H WORLD GROUP LTD | HWLDF | 50,000,000 | $55,327 | 1.17% |
| 17 | LAM RESEARCH CORP | LRCX | 399,641 | $53,512 | 1.13% |
| 18 | BAIDU INC | BAIDF | 368,351 | $48,538 | 1.03% |
| 19 | GRAB HOLDINGS LIMITED | GRABW | 20,052,900 | $30,001 | 0.64% |
| 20 | NETEASE INC | NETTF | 147,655 | $22,442 | 0.48% |
| 21 | RLX TECHNOLOGY INC | RLX | 7,901,172 | $20,780 | 0.44% |
| 22 | GRAB HOLDINGS LIMITED | GRABW | 9,430,000 | $13,787 | 0.29% |
| 23 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 4,500,000 | $9,360 | 0.20% |
| 24 | PRENETICS GLOBAL LTD | PRENW | 346,150 | $4,604 | 0.10% |
| 25 | VICARIOUS SURGICAL INC | RBOTW | 86,666 | $478 | 0.01% |
| 26 | PRENETICS GLOBAL LTD | PRENW | 1,166,666 | $31 | 0.00% |
| 27 | LANVIN GROUP HOLDINGS LIMITE | LANV-WT | 1,000,000 | $19 | 0.00% |