Aspex Management (hk) Ltd

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
30
Total Value
3889380
Accession Number
0001768375-25-000006
Form Type
13F-HR
Manager Name
Aspex Management (hk) Ltd
Data Enrichment
67% identified
20 identified10 unidentified

Holdings

30 positions
Manager:
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Sea Ltd
Shares:
5848206(+19.4%)
Value:
$763.1M(+46.9%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:
2382650(+348.4%)
Value:
$395.5M(+276.9%)
36118L106
Shares:
2802225(-2.9%)
Value:
$286.8M(+24.2%)
New Oriental Education & Technology Group Inc.
Shares:
5874472(-21.2%)
Value:
$280.9M(-41.3%)
Qifu Technology, Inc.
Shares:
5065054(-20.5%)
Value:
$227.5M(-7.0%)
Full Truck Alliance Co. Ltd.
Shares:
15208627(+0.0%)
Value:
$194.2M(+18.0%)
TAL Education Group
Shares:
14197819(+34.5%)
Value:
$187.6M(+77.3%)
DECKERS OUTDOOR CORP
Shares:
1625641
Value:
$181.8M
MICRON TECHNOLOGY INC
Shares:
2020350(+34.2%)
Value:
$175.5M(+38.6%)
INTEL CORP
Shares:
6804813
Value:
$154.5M
CADENCE DESIGN SYSTEMS INC
Shares:
569333
Value:
$144.8M
SYNOPSYS INC
Shares:
313531
Value:
$134.5M
DoorDash, Inc.
Shares:
724740(-24.1%)
Value:
$132.5M(-17.4%)
Atour Lifestyle Holdings Ltd
Shares:
4510636(+0.0%)
Value:
$127.9M(+5.4%)
KE Holdings Inc.
Shares:
5126453(-21.3%)
Value:
$103.0M(-14.2%)
Trip.com Group Ltd
Shares:
1491643(-20.3%)
Value:
$94.8M(-26.2%)
GDS Holdings Ltd
Shares:
3009876(-38.9%)
Value:
$76.2M(-34.9%)
44332NAB2
Shares:
50000000(+0.0%)
Value:
$55.5M(+4.2%)
81141RAF7
Shares:
30000000(+0.0%)
Value:
$44.0M(+15.7%)
G3643J108
Shares:
104210
Value:
$23.1M