Aspex Management (hk) Ltd Holdings & Portfolio - 13F Filings Analysis - Stocknear

Aspex Management (hk) Ltd

CIK Number: 0001768375

4.6B
Market Value
24
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SE Sea Limited
185.88
+0.03% 5.85M +19.45% 763.13M 81.84 19.62% Share
2 TSM Taiwan Semicond...
276.58
-1.47% 2.38M +348.42% 395.52M 173.02 10.17% Share
3 FUTU Futu Holdings L...
179.14
+1.52% 2.8M -2.9% 286.81M 55.08 7.37% Share
4 EDU New Oriental Ed...
50.79
-0.37% 5.87M -21.2% 280.86M 72.99 7.22% Share
5 QFIN Qfin Holdings, ...
30.52
-2.09% 5.07M -20.51% 227.47M 15.79 5.85% Share
6 YMM Full Truck Alli...
13.01
-1.06% 15.21M 0.00% 194.21M 10.82 4.99% Share
7 TAL TAL Education G...
11.19
+0.86% 14.2M +34.50% 187.55M 11.19 4.82% Share
8 DECK Deckers Outdoor...
105.87
-4.82% 1.63M +100.00% 181.76M 111.81 4.67% Share
9 MU Micron Technolo...
156.83
-3.02% 2.02M +34.25% 175.55M 73.52 4.51% Share
10 INTC Intel Corporati...
33.99
+8.87% 6.8M +100.00% 154.54M 22.71 3.97% Share
11 CDNS Cadence Design ...
351.06
-1.65% 569.33K +100.00% 144.8M 254.33 3.72% Share
12 SNPS Synopsys, Inc.
487.20
+4.08% 313.53K +100.00% 134.46M 428.85 3.46% Share
13 DASH DoorDash, Inc.
262.08
+0.51% 724.74K -24.14% 132.46M 65.18 3.41% Share
14 ATAT Atour Lifestyle...
38.20
-3.17% 4.51M 0.00% 127.88M 17.83 3.29% Share
15 BEKE KE Holdings Inc...
19.34
+0.65% 5.13M -21.31% 102.99M 18.42 2.65% Share
16 TCOM Trip.com Group ...
75.71
-1.1% 1.49M -20.34% 94.84M 59.43 2.44% Share
17 GDS GDS Holdings Li...
42.07
+3.44% 3.01M -38.91% 76.24M 55.65 1.96% Share
18 FLUT Flutter Enterta...
278.82
-0.34% 104.21K +100.00% 23.09M 221.55 0.59% Share
19 RLX RLX Technology ...
2.49
-0.4% 12.12M 0.00% 22.79M 1.61 0.59% Share
20 PONY Pony AI Inc. Am...
21.31
-1.62% 2.38M 0.00% 20.95M 14.35 0.54% Share
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